Commercial Mortgage REITs
What Are Commercial Mortgage REITs?
Commercial Mortgage Real Estate Investment Trusts (REITs) invest in commercial real estate loans and mortgage-backed securities. These REITs generate income by earning interest on loans provided to businesses, developers, and property owners, typically for office buildings, retail spaces, and industrial properties.
Why Invest?
Commercial Mortgage REITs offer attractive dividend yields and high returns by capitalizing on interest payments from commercial real estate loans. As demand for office, retail, and industrial spaces persists, these REITs provide exposure to the commercial real estate market and consistent cash flow.
Challenges & Outlook
Commercial Mortgage REITs face risks such as interest rate changes, economic cycles, and defaults on commercial loans. However, with strong demand for commercial properties and the potential for real estate appreciation, these REITs remain a solid long-term investment, offering diversification and stable income within a broader portfolio.
| Ticker Symbol | Company Name | Property Sector | Market Cap ($B) | Dividend Yield | Payout Frequency | Price-to-FFO | Debt Ratio | Short Interest | |
|---|---|---|---|---|---|---|---|---|---|
| STWD | Starwood Property |  | Commercial mREIT | 6.44 | 9.34% | Quarter | 9.0 | 73% | 5.7% |
| BXMT | Blackstone Mortgage |  | Commercial mREIT | 3.72 | 11.45% | Quarter | 7.5 | 70% | 18.1% |
| ABR | Arbor Realty |  | Commercial mREIT | 2.92 | 12.22% | Quarter | 6.3 | 78% | 33.0% |
| HASI | Hannon Armstrong |  | Commercial mREIT | 2.86 | 6.12% | Quarter | 12.4 | 63% | 15.6% |
| RC | Ready Capital |  | Commercial mREIT | 1.86 | 13.28% | Quarter | 5.8 | 73% | 3.8% |
| ARI | Apollo Commercial |  | Commercial mREIT | 1.62 | 12.14% | Quarter | 6.9 | 66% | 2.9% |
| CMTG | Claros Mortgage |  | Commercial mREIT | 1.82 | 7.63% | Quarter | 16.6 | 50% | 1.2% |
| LADR | Ladder Capital |  | Commercial mREIT | 1.43 | 8.14% | Quarter | 9.7 | 72% | 2.1% |
| FBRT | Franklin BSP (Capstead) |  | Commercial mREIT | 1.12 | 10.45% | Quarter | 40.0 | 75% | 3.9% |
| BRSP | Brightspire Capital (Colony) |  | Commercial mREIT | 0.94 | 11.00% | Quarter | 7.4 | 67% | 1.2% |
| KREF | KKR Real Estate Finance |  | Commercial mREIT | 0.90 | 13.35% | Quarter | 8.0 | 48% | 4.1% |
| ACRE | Ares Commercial |  | Commercial mREIT | 0.56 | 12.74% | Quarter | 6.7 | 69% | 3.7% |
| TRTX | TPG RE Finance |  | Commercial mREIT | 0.47 | 15.64% | Quarter | 5.7 | 65% | 3.3% |
| GPMT | Granite Point Mortgage |  | Commercial mREIT | 0.29 | 14.47% | Quarter | 19.8 | 66% | 1.5% |
| NREF | NexPoint Real Estate |  | Commercial mREIT | 0.27 | 12.59% | Quarter | 5.8 | 89% | 2.5% |
| SACH | Sachem Capital |  | Commercial mREIT | 0.17 | 11.64% | Quarter | 6.8 | 47% | 1.7% |
| SEVN | Seven Hills (Tremont) |  | Commercial mREIT | 0.18 | 11.53% | Quarter | -- | 75% | 0.4% |
| LFT | Lument Financial (Hunt) |  | Commercial mREIT | 0.11 | 12.90% | Quarter | 11.4 | 80% | 0.1% |
| ACR | ACRES Realty (Exantas) |  | Commercial mREIT | 0.07 | 0.00% | Quarter | -- | 80% | 0.1% |
