Mortgage REIT industry stocks
38 companies in the Mortgage REIT industry. 12 have a published intrinsic value and 11 trade at least 20% below it.
The median company in Mortgage REIT with a published value trades 67% below our estimate of intrinsic value.
Values as of the 22 Sept 2026 close.
Most undervalued stocks in Mortgage REIT
Liquid names only: at least $1M traded a day and $50M of market value.
Largest companies in Mortgage REIT
- Annaly Capital Management Inc (NLY): no reliable verdict
- AGNC Investment Corp (AGNC): no reliable verdict
- Starwood Property Trust Inc (STWD): undervalued, +51% margin of safety
- Rithm Capital Corp (RITM): no reliable verdict
- Dynex Capital Inc (DX): no reliable verdict
- Blackstone Mortgage Trust Inc (BXMT): undervalued, +74% margin of safety
- ARMOUR Residential REIT Inc (ARR): not valued
- Ellington Financial Inc (EFC): undervalued, +63% margin of safety
- Orchid Island Capital Inc (ORC): no reliable verdict
- Ladder Capital Corp (LADR): undervalued, +54% margin of safety
- Chimera Investment Corp (CIM): no reliable verdict
- MFA Financial Inc (MFA): no reliable verdict
- Apollo Commercial Real Estate Finance Inc (ARI): no reliable verdict
- Arbor Realty Trust Inc (ABR): undervalued, +70% margin of safety
- Adamas Trust Inc (ADAM): no reliable verdict
- Pennymac Mortgage Investment Trust (PMT): no reliable verdict
- Invesco Mortgage Capital Inc (IVR): not valued
- Franklin BSP Realty Trust Inc (FBRT): no reliable verdict
- TPG RE Finance Trust Inc (TRTX): overvalued, -150% margin of safety
- BrightSpire Capital Inc (BRSP): no reliable verdict
- Redwood Trust Inc (RWT): not valued
- KKR Real Estate Finance Trust Inc (KREF): undervalued, +72% margin of safety
- NexPoint Real Estate Finance Inc (NREF): no reliable verdict
- Chicago Atlantic Real Estate Finance Inc (REFI): undervalued, +75% margin of safety
- Ready Capital Corp (RC): not valued
- Ares Commercial Real Estate Corp (ACRE): not valued
- TPG Mortgage Investment Trust Inc (MITT): not valued
- Claros Mortgage Trust Inc (CMTG): not valued
- Angel Oak Mortgage REIT Inc (AOMR): no reliable verdict
- Seven Hills Realty Trust (SEVN): undervalued, +80% margin of safety
- ACRES Commercial Realty Corp (ACR): not valued
- Cherry Hill Mortgage Investment Corp (CHMI): undervalued, +73% margin of safety
- Sunrise Realty Trust Inc (SUNS): not valued
- Rithm Property Trust Inc (RPT): undervalued, +59% margin of safety
- Sachem Capital Corp (SACH): no reliable verdict
- Manhattan Bridge Capital Inc (LOAN): undervalued, +49% margin of safety
- Granite Point Mortgage Trust Inc (GPMT): not valued
- Lument Finance Trust Inc (LFT): no reliable verdict
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