Buy The Dip: I'm Loading Up On My Favorite Mortgage REITs

Rida MorwaInvesting Group LeaderFollow5ShareSavePlay(11min)Comments(4)SummaryAgency MBS carry minimal credit risk, offering a haven during the 2026 geopolitical storm.Like U.S. Treasuries, holdings like DX and AGNC typically rally when the broader market faces stress.​​.Recession Resilience: History shows agency mREITs often lead the recovery during oil-driven economic downturns and market panic.​The Income Method: Ignore short-term swings in book value; focus on the recurring dividends fueled by rising net interest spreads.Looking for more investing ideas like this one? Get them exclusively at High Dividend Opportunities. Learn More » Pla2na/iStock via Getty Images Co-authored with Beyond Saving We came into 2026 bullish on agency MBS and the mortgage REITs that invest in it. Agency MBS is a unique asset class where mortgages are bought by the "agencies" (Fannie Mae, Freddie Mac, and Ginnie Mae), and then the agency guaranteesThis article was written byRida Morwa125.89K FollowersFollowRida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991. Rida Morwa leads the Investing Group High Dividend Opportunities where he teams up with some of Seeking Alpha's top income investing analysts. The service focuses on sustainable income through a variety of high yield investments with a targeted safe +9% yield. Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with access to the service’s leaders, dividend and portfolio trackers, and regular market updates. The service philosophy focuses on community, education, and the belief that nobody should invest alone. Learn More.Analyst’s Disclosure: I/we have a beneficial long position in the shares of DX, AGNC PREFERREDS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.