Collateral Funds Mutual Funds 
The Motley Fool
JANUARY 10, 2024
And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.
The Motley Fool
MAY 4, 2024
Its revenue comes from the interest it collects on these bond-like securities, often called something like a collateralized mortgage obligation. For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. Image source: Getty Images.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Motley Fool
DECEMBER 7, 2023
A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.
The Motley Fool
JUNE 23, 2023
Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar. In this way, it is something like a mutual fund or asset manager. This is because CMOs trade like bonds, actively being bought and sold all day long.
The Motley Fool
JUNE 14, 2024
In this way, it's kind of like a mutual fund that focuses on mortgages. In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. Image source: Getty Images.
The Motley Fool
SEPTEMBER 18, 2023
Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. billion to investors from the nearly $70 billion fund. Here's why this news is a big deal.
The Motley Fool
FEBRUARY 21, 2024
It doesn't buy physical real estate, it buys mortgage securities that are pooled into bond-like assets, often called something like a collateralized mortgage obligation. Mortgage REITs are way more complex, more akin to running a mutual fund.
Expert insights. Personalized for you.
243 
Let's personalize your content