Solid Cash Flows: Fed Tightening
U.S. Real Estate Assets Provide Attractive Returns
In a world of growing uncertainty and intensifying global risk, we at Dynex believe that generating cash income from
United States real estate related assets and the United States housing finance system is the most attractive
investment in global capital markets today.
ā
In our opinion, the optimal portfolio for the environment is a diversified pool of highly liquid mortgage investments
with minimal credit risk.
Given our view of the environment, we believe long-term investors should seek and favor experienced management
teams and Dynex brings significant experience and expertise in managing securitized real estate assets through
multiple economic cycles.
Investors should focus on the long-term total returns of mortgage REITs and the power of dividends over time.
200
150
100
50
0
-50
-100
2008
2010
2012
2014
2016
Marty
2018
NYSE:DX:
143.93 %
Russell 2000:
138.94%
S&P 500
Financials:
40.13 %
DYNEX
CAPITAL INC.
LO
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