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Wednesday, 02/09/2022 3:37:11 PM

Wednesday, February 09, 2022 3:37:11 PM

Post# of 77456
FBRT - Bought more at 13.16. Reports on February 23rd. I have a full position on this issue at 5% of portfolio.

4th largest Commercial Mortgage Reit as I recall. Currently yields 10.79. This one is flying under the radar. Merged with CMO in the fall. Not much coverage since. Earnings report will go far in explaining the combined current book value. I feel pretty safe with this one.

Joe Stocks

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