17
Dec
2020
January 5, 2021 | 2:00 pm CT
Join Regan Capital for its monthly investor update call as we look ahead into 2021 and cover the following topics:
Tremendous upside to higher long-term rates + underwriting screen-share
We’ll take a deep dive into our fundamental and structural underwriting of a couple bonds and what we’re looking for when we’re purchasing bonds. We’ll highlight the significant upside that deeply discounted floating-rate securities have to rising long-term rates, higher prepayments and potentially getting called.
Update on delinquencies and borrowers coming off forbearance plans
We’ll review new data on mortgage delinquencies and what’s happening as borrowers come out of forbearance. Things are looking bright and brighter for mortgage investors.
2020 Review and 2021 Outlook
As rates have rallied and spreads are back to pre-Covid levels in mainstream products, our yields have maintained their high levels given our high levels of trading activity and continually replacing low yields with high yields in our portfolio.
After registering, you will receive a confirmation email with information how to join the webinar. We look forward to speaking with you.