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Direct Insights Call Series: Portfolio Construction with Mortgage Securities

Market forces have combined to create a burgeoning opportunity for investors acquiring mortgage assets. As a result, sponsors are expanding current offerings and using their expertise to help advisors diversify client portfolios.

This call focuses on the underlying opportunity within mortgage REITs and provide an analysis of how broker-dealers and advisors can augment current debt offerings with real estate related debt. Sponsors with current offerings will explore these issues as we seek to collectively mitigate client risk with efficient diversification.

Listen Now:

Topics will include:

  • Market conditions for mortgage securities
  • What sets mortgage securities apart
  • Analyzing the underlying asset class
  • Portfolio characteristics of a mortgage security
  • Identifying appropriate portfolio uses

  • Panelists:

    Brett Klein, Managing Director and Head of Alternative Products, Colony NorthStar, Inc.
    Lavea Thomas, EVP, National Accounts, Megatel Capital Investment


    Apr 16 2024