Two Classes Of Mortgage REITs

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

Seeking Alpha • Dec 11, 2025

Granite Point Mortgage Trust: Book Value Continues To Dip With Discount At 65%

Granite Point Mortgage Trust generated negative distributable earnings of $0.40 per share during the recent third quarter, ramping up the risk of its 7.25% dividend yield. The mREIT saw its book value per share dip by 5 cents sequentially to $7.94 per share, with the common shares currently trading at a 65% discount to this figure. GPMT's Series A Preferreds have seen their discount to liquidation value per share narrow significantly since the spring and currently pay a fixed dividend yield of 8.86%.

Seeking Alpha • Dec 10, 2025

Granite Point Mortgage Trust Inc. (GPMT) Q3 2025 Earnings Call Prepared Remarks Transcript

Granite Point Mortgage Trust Inc. ( GPMT ) Q3 2025 Earnings Call November 6, 2025 11:00 AM EST Company Participants Chris Petta - Investor Relations Officer Jack Taylor - President, CEO & Director Stephen Alpart - VP, Chief Investment Officer & Co-Head of Originations Blake Johnson - VP, CFO & Treasurer Presentation Operator Good morning. My name is Alicia, and I'll be your conference facilitator.

Seeking Alpha • Nov 6, 2025

Granite Point Mortgage Trust Inc. Reports Third Quarter 2025 Financial Results and Post Quarter-End Update

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Reports Third Quarter 2025 Financial Results and Post Quarter-End Update.

Business Wire • Nov 5, 2025

14% Dividend Yield Is Not Enough

Dividends matter. So do losses. Look at a couple of charts and call it a day. Most people don't want to go through all the history, but we can sum up over a decade in a few images. When we compare prices and book value over time, we can see that the huge dividends were not enough. They still are not enough.

Seeking Alpha • Oct 31, 2025

Granite Point Mortgage Trust Inc. Announces Dates for Third Quarter 2025 Earnings Release and Conference Call

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Announces Dates for Third Quarter 2025 Earnings Release and Conference Call.

Business Wire • Oct 22, 2025

Granite Point Mortgage Trust Inc. Announces Third Quarter 2025 Common and Preferred Stock Dividends and Business Update

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Announces Third Quarter 2025 Common and Preferred Stock Dividends and Business Update.

Business Wire • Sep 17, 2025

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Seeking Alpha • Aug 10, 2025

Granite Point Mortgage Trust Inc. (GPMT) Q2 2025 Earnings Call Transcript

Granite Point Mortgage Trust Inc. (NYSE:GPMT ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Blake N. Johnson - VP, CFO & Treasurer Chris Petta - Investor Relations Officer John A.

Seeking Alpha • Aug 6, 2025

Granite Point Mortgage Trust Inc. Reports Second Quarter 2025 Financial Results and Post Quarter-End Update

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Reports Second Quarter 2025 Financial Results and Post Quarter-End Update.

Business Wire • Aug 5, 2025