The Quest for Yield: Investing in REITs and Bank Debt

The video explores the current financial market landscape, focusing on the search for yield and the impact of duration on bond returns. It highlights alternative investment opportunities in non-agency mortgages and REITs, and discusses the potential in bank debt and financial preferreds. The discussion emphasizes the challenges posed by falling interest rates and a flattening yield curve, urging investors to consider less conventional paths for returns.

What factors are currently influencing the search for yield in the market?

How have interest rates affected the performance of bond portfolios?

What are some alternative investment areas that people might not be considering?

What is the significance of legacy non-agency mortgages in the current market?

What are the potential opportunities in the preferred space for financials?