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US REIT - Mortgage Stocks: Leading US REIT - Mortgage Companies in 2026

Mortgage REITs invest in residential and commercial mortgages, mortgage-backed securities and related assets. Annaly reported a $109.4 bn portfolio in Q2 2026, while Starwood's assets reached $31.8 bn. Interest rates, credit conditions and funding costs remain central to the industry. In this article, we cover US Mortgage REIT stocks and some of the leading companies available to explore on the Tickertape US Stock Screener.

List of US REIT Mortgage Stocks in 2026

US Mortgage REIT Stocks

Explore US mortgage REIT stocks that invest in mortgages, mortgage-backed securities, and other real estate debt assets. Analyse companies using live share price, market cap, returns, valuation, profitability, and other key financial metrics.

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last updated at 8:30 AM IST 
NameUS Stocks (48)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.Annaly Capital Management, Inc.NLYREIT - MortgageREIT - Mortgage13,792.9713,792.9718.2918.294.494.49-16.25-16.25-0.09-0.0919.5719.571.051.05
2.AGNC Investment Corp.AGNCREIT - MortgageREIT - Mortgage10,278.1210,278.128.678.674.424.42-14.07-14.070.170.1719.8019.801.111.11
3.AGNC Investment Corp.AGNCNREIT - MortgageREIT - Mortgage8,854.178,854.1725.4425.44---1.43-1.430.160.1619.8019.80--
4.AGNC Investment Corp.AGNCMREIT - MortgageREIT - Mortgage8,826.948,826.9424.5624.56---3.35-3.350.220.2219.8019.80--
5.AGNC Investment Corp.AGNCPREIT - MortgageREIT - Mortgage6,462.496,462.4924.5724.57---3.31-3.31-0.10-0.1019.8019.80--
6.Starwood Property Trust IncSTWDREIT - MortgageREIT - Mortgage4,826.864,826.8612.5212.5221.1821.18-18.91-18.91-1.42-1.423.693.690.840.84
7.Rithm Capital Corp.RITMREIT - MortgageREIT - Mortgage4,824.644,824.648.528.5214.4014.40-12.79-12.79-1.22-1.225.595.590.760.76
8.Dynex Capital IncDXREIT - MortgageREIT - Mortgage2,695.092,695.0910.9010.903.763.76-12.17-12.170.320.3218.2318.230.990.99
9.ARMOUR Residential REIT IncARRREIT - MortgageREIT - Mortgage1,923.711,923.7113.5913.593.353.35-12.32-12.321.211.2120.3320.330.820.82
10.Blackstone Mortgage Trust IncBXMTREIT - MortgageREIT - Mortgage1,859.041,859.0411.0311.03137.88137.88-16.25-16.25-1.76-1.760.450.450.680.68
11.Ellington Financial Inc.EFCREIT - MortgageREIT - Mortgage1,531.231,531.2311.7111.717.247.24-8.59-8.590.470.4712.2512.250.920.92
12.Ladder Capital Corp Class ALADRREIT - MortgageREIT - Mortgage1,112.611,112.618.728.7220.8820.88-9.36-9.36-0.51-0.513.573.570.810.81
13.Orchid Island Capital Inc.ORCREIT - MortgageREIT - Mortgage1,002.831,002.835.055.053.103.10-18.94-18.94-0.49-0.4920.8020.800.810.81
14.Apollo Commercial Real Estate Finance IncARIREIT - MortgageREIT - Mortgage800.04800.046.246.247.807.80-5.02-5.021.201.208.518.510.640.64
15.Chimera Investment CorporationCIMREIT - MortgageREIT - Mortgage749.47749.478.968.96---19.13-19.13-2.06-2.060.050.050.390.39
16.MFA Financial IncMFAREIT - MortgageREIT - Mortgage695.49695.496.686.686.816.81-21.04-21.04-2.83-2.838.248.240.490.49
17.New York Mortgage Trust, Inc.ADAMREIT - MortgageREIT - Mortgage687.58687.587.657.654.554.55-15.19-15.190.340.3416.4416.440.850.85
18.PennyMac Mortgage Investment TrustPMTREIT - MortgageREIT - Mortgage641.81641.817.057.055.115.11-22.10-22.10-3.87-3.878.948.940.580.58
19.Invesco Mortgage Capital IncIVRREIT - MortgageREIT - Mortgage621.30621.305.645.643.683.68-15.44-15.44-0.91-0.9114.1314.130.850.85
20.Arbor Realty TrustABRREIT - MortgageREIT - Mortgage581.83581.832.872.8731.8931.89-38.28-38.28-1.57-1.571.981.980.360.36
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Overview of the Top US REIT - Mortgage Stocks

Annaly Capital Management Inc

Annaly Capital Management is a mortgage REIT investing in residential mortgage-backed securities, residential mortgage loans, mortgage servicing rights and other mortgage-related assets. Incorporated in 1996 and headquartered in New York, the company operates through Agency, Residential Credit and Mortgage Servicing Rights strategies.

Starwood Property Trust Inc

Starwood Property Trust is a diversified mortgage and real estate investment trust operating across commercial and residential lending, infrastructure lending, property investments, and investing and servicing. Founded in 2009 and headquartered in Miami Beach, Florida, the company finances commercial properties and invests in mortgage-related assets across international markets.

AGNC Investment Corp

AGNC Investment is a mortgage REIT focused primarily on residential mortgage-backed securities guaranteed by US government-sponsored enterprises or government agencies. Incorporated in 2008 and headquartered in Bethesda, Maryland, the company invests in agency mortgage pass-through securities and collateralised mortgage obligations, using financing and hedging strategies to manage its portfolio.

Rithm Capital Corp

Rithm Capital is an asset manager and mortgage investment company operating across mortgage origination and servicing, residential lending, investment portfolios, commercial real estate and alternative asset management. Incorporated in 2011 and headquartered in New York, the company operates businesses including Newrez, Genesis and an asset management platform that includes Sculptor and Crestline.

Blackstone Mortgage Trust Inc

Blackstone Mortgage Trust is a real estate finance company that originates and manages loans and other debt investments secured by commercial real estate. Incorporated in 1998 and headquartered in New York, the company provides financing for commercial properties across the US and international markets.

What are US REIT - Mortgage Stocks?

US REIT - Mortgage stocks are shares of real estate investment trusts that finance residential or commercial property through investments in mortgages, mortgage-backed securities and related assets. Unlike equity REITs, which primarily own income-generating properties, mortgage REITs generally earn income from mortgage interest, financing spreads and mortgage-related investments. Their performance depends on interest rates, funding costs, property markets, credit quality and the value of their investment portfolios.

How to Evaluate and Invest in US REIT - Mortgage Sector Stocks?

Here's how to invest in US REIT - Mortgage stocks from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for Mortgage REIT Stocks: Use the Tickertape US Stock Screener and select 'REIT - Mortgage' under the industry.
  3. Analyse the Stocks: Each stock page provides information such as live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the Mortgage REIT stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US REIT - Mortgage Stocks for Indian Investors

The tax treatment of US Mortgage REIT stocks generally depends on the holding period, the investor's applicable income tax rate, US withholding rules and the classification of REIT distributions. Mortgage REITs require additional tax consideration because REIT dividends may have a different character from ordinary company dividends, and gains on some REIT securities may fall under special US real estate taxation rules.

Income / ActionHolding Period / ConditionTax Rate in the USTax Rate in India
Long-Term Capital Gains (LTCG)Held for > 24 months0% (Taxed only in India under DTAA)12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG)Held for < 24 months0% (Taxed only in India under DTAA)Taxed as per your applicable income slab rate

Advantages of Investing in US REIT - Mortgage Stocks

Mortgage Market Exposure

Mortgage REITs provide exposure to residential and commercial property financing without requiring investors to purchase individual properties. Their assets can include residential mortgage-backed securities, commercial loans and mortgage servicing rights.

Multiple Investment Strategies

The industry includes agency mortgage REITs, residential credit investors and commercial property lenders. Investors can compare companies with different exposures to interest rates, borrower credit and real estate markets.

Access to Large Mortgage Portfolios

Listed mortgage REITs manage loan and securities portfolios that individual investors may find difficult to access directly. Annaly's portfolio reached $109.4 bn in Q2 2026, while Blackstone Mortgage Trust reported a $19.7 bn investment portfolio.

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Risks of Investing in US REIT - Mortgage Stocks

Interest Rate Volatility

Changes in interest rates can affect mortgage asset values, financing expenses and prepayment activity. Rapid movements can reduce book value or create earnings volatility across mortgage REIT portfolios.

High Leverage

Mortgage REITs often use borrowing to finance their investments. Annaly reported GAAP leverage of 7.4 times at the end of Q2 2026. Leverage can increase returns when conditions are favourable but can also magnify portfolio losses.

Credit Losses

Commercial and non-agency mortgage REITs can face losses when borrowers default or property values decline. Blackstone Mortgage Trust reported a $106 mn quarterly increase in credit loss reserves to $410 mn in Q2 2026.

Dividend Sustainability

Mortgage REIT dividends depend on earnings, funding costs, liquidity and capital requirements. Falling distributable earnings or declining book value may lead companies to reduce dividends, even if their historical dividend yields appear elevated.

Factors to Consider Before Investing in US REIT - Mortgage Stocks

Net Interest Spread

Net interest spread measures the difference between income earned on mortgage investments and financing costs. Wider spreads can support earnings, while higher borrowing costs can reduce profitability.

Book Value per Share

Book value per share reflects shareholders' equity relative to outstanding shares. Changes in mortgage asset values, credit reserves and hedging results can affect book value and market valuations.

Leverage Ratio

Leverage indicates how extensively a mortgage REIT uses debt to finance its assets. Higher leverage can increase interest income but also magnifies the impact of changes in portfolio value and funding conditions.

Credit Quality

For non-agency and commercial mortgage REITs, loan performance, delinquencies, collateral values and credit loss provisions are important indicators. Deteriorating credit quality can reduce earnings and book value.

Key Growth Drivers for US REIT - Mortgage Stocks

Mortgage-Backed Securities Investment

Agency mortgage REITs can expand their portfolios when mortgage-backed security yields and funding conditions create opportunities. Annaly increased its Agency portfolio by nearly $3 bn during Q2 2026, deploying capital into higher-coupon securities.

Commercial Mortgage Lending

Commercial mortgage REITs can grow their investment portfolios by financing residential developments, industrial facilities, offices and other commercial properties. Blackstone Mortgage Trust completed $1.4 bn in investments during Q2 2026, including $1.1 bn in loan originations.

Mortgage Servicing Rights

Mortgage servicing rights can provide fee income from administering existing loans. Annaly reported an MSR portfolio of approximately $4.1 bn in market value during Q2 2026, representing 21% of its dedicated capital.

Asset Management Expansion

Some mortgage investment companies are expanding into alternative asset management and related financial services. Rithm Capital's asset management platform reached approximately $61 bn in AUM in Q2 2026, supported by $1.9 bn in gross inflows.

How to Track the Best US REIT - Mortgage Stocks from India on Tickertape?

You can track US Mortgage REIT stocks and related ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Log in: Visit Tickertape and sign in to your account.
  2. Search Mortgage REIT stocks: Look up companies investing in residential mortgages, commercial property loans and mortgage-backed securities.
  3. Use the screener: Filter US stocks by the 'REIT - Mortgage' industry.
  4. Compare metrics: Review live prices, market capitalisation, returns, price-to-book ratios, profitability, financial health, dividend yields and risk indicators.
  5. Create a watchlist: Add selected Mortgage REIT stocks to monitor their prices, financial performance, dividend announcements and company developments over time.

Conclusion

US REIT - Mortgage stocks include companies investing in residential mortgages, commercial property loans, mortgage-backed securities and mortgage servicing rights. Their performance depends on interest rates, funding costs, net interest spreads, portfolio valuations, leverage and credit quality. Mortgage-backed securities investment, commercial lending and servicing income can create growth opportunities, while interest-rate volatility, credit losses and dividend sustainability remain important risks. Investors can use the >Tickertape US Stock Screener to compare Mortgage REIT stocks using 60+ unique filters and custom filters across valuation, profitability, growth, financial health and other key metrics.

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Frequently Asked Questions on US REIT - Mortgage Stocks

  1. What is a mortgage REIT?

    A mortgage REIT is a real estate investment trust that invests in mortgages, mortgage-backed securities or other property-related debt. Unlike equity REITs, which primarily own and rent properties, mortgage REITs generally earn income from interest payments, financing spreads and mortgage-related investments.

  2. What are US REIT - Mortgage stocks?

    US mortgage REITs are real estate investment trusts involved in residential and commercial property financing. They may invest in agency mortgage-backed securities, non-agency mortgage loans, commercial mortgages and mortgage servicing rights.

  3. Who are the top 5 Mortgage REIT companies?

    As of 25th September 2026, the top five companies in the mortgage REITs list, ranked by market capitalisation, include:
    1. Annaly Capital Management Inc
    2. Starwood Property Trust Inc
    3. AGNC Investment Corp
    4. Rithm Capital Corp
    5. Blackstone Mortgage Trust Inc


    Disclaimer: The above US Mortgage REIT stocks list is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing in US Mortgage REIT stocks from India.

  4. What is the outlook for US REIT - Mortgage stocks?

    The outlook for mortgage REITs remains closely linked to interest rates, mortgage-backed security spreads and credit conditions. Higher funding costs, commercial property stress and changing mortgage valuations can affect individual companies differently.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  5. Are US REIT - Mortgage stocks risky for Indian investors?

    Yes. Mortgage REITs face risks from interest-rate volatility, high leverage, declining mortgage asset values, borrower defaults and funding costs. Indian investors should also consider rupee-dollar movements and the tax treatment of US REIT distributions.

  6. How can I compare US REIT - Mortgage stocks on Tickertape?

    You can use the Tickertape US Stock Screener to compare Mortgage REIT stocks across valuation, profitability, financial health, market capitalisation, returns and dividend yields. Investors can also create a watchlist to track selected companies.

  7. Can beginners invest in US REIT - Mortgage stocks?

    Beginners can access US Mortgage REIT stocks through platforms offering US equities. However, investors should understand mortgage-backed securities, leverage, book value, interest-rate sensitivity and dividend sustainability before evaluating individual companies.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should assess their financial goals and risk tolerance or consult a financial advisor before investing.

  8. How to invest in US REIT - Mortgage stocks from India?

    Investors in India can access US Mortgage REIT stocks through Tickertape. The process generally involves:
    1. Create an account: Open a US investing account on Tickertape.
    2. Explore Mortgage REIT stocks: Compare companies investing in mortgage-backed securities, residential loans and commercial property financing.
    3. Complete KYC: Verify your identity and submit the required documents.
    4. Link a bank account: Connect an eligible bank account for LRS remittances.
    5. Add funds: Transfer money to your US investing account.
    6. Place an order: Select a Mortgage REIT stock and place an order, including fractional orders where available.

  9. What are the advantages of investing in US REIT - Mortgage stocks?

    Mortgage REIT stocks provide exposure to residential and commercial property financing without directly purchasing real estate. They may generate income from mortgage interest, servicing fees and related investments, although dividend payments and portfolio values can fluctuate.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  10. What is the difference between individual US Mortgage REIT stocks and REIT ETFs?

    Equity REITs primarily own and operate income-generating properties and earn revenue from rent and property-related activities. Mortgage REITs invest in real estate debt and mortgage-backed securities. A commercial mortgage REIT focuses on financing commercial properties, such as offices, hotels, industrial facilities and apartment buildings.

  11. What is the difference between equity REITs and mortgage REITs?

    Equity REITs primarily own and operate income-generating properties and earn revenue from rent and property-related activities. Mortgage REITs primarily invest in real estate debt and mortgage-backed securities, earning income through interest payments and financing spreads.

  12. What metrics are commonly used to evaluate US REIT - Mortgage stocks?

    Common metrics include book value per share, price-to-book ratio, net interest spread, leverage ratio, distributable earnings, dividend yield and dividend coverage. Investors may also monitor mortgage-backed securities spreads, credit loss provisions and portfolio composition.

  13. What are mortgage-backed securities?

    Mortgage-backed securities, or MBS, are financial instruments backed by pools of residential or commercial mortgage loans. Investors receive payments derived from the underlying mortgages. Their value can change with interest rates, borrower repayments, credit conditions and market demand.

  14. Do US REIT - Mortgage stocks pay dividends?

    Many Mortgage REITs pay regular dividends because their REIT structure generally requires them to distribute at least 90% of taxable income to maintain favourable federal tax treatment. Annaly, AGNC, Starwood, Rithm and Blackstone Mortgage Trust have dividend programmes, although payment amounts and frequency vary. Evaluate dividend yields alongside earnings coverage and book value trends.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.