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Portfolio Construction with Mortgage REITs

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 provides an analysis of how broker-dealers and advisors can augment current debt offerings with real estate related debt. Sponsors with current offerings explore these issues as we seek to collectively mitigate client risk with efficient diversification.

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Date

Dec 02 2023