With a strong housing market and expectations for rising interest rates, several MoneyShow.com contributors see upside in those companies that make money when homebuyers and businesses take out mortgages. Blackstone Mortgage Trust originates and buys senior mortgage loans collateralized by properties in North America and Europe. With 92% at floating rates at September 30, the trust is positioned for higher interest rates. Higher interest rates could cause some near-term volatility, but Annaly will be able to reinvest at the higher rates ultimately driving higher dividends that should appeal to any high income-seeking investor. Essent maintains relationships with 1,360 originators of residential mortgage loans and depository institutions (chiefly banks and credit unions) that hold mortgage loans.

Source: Forbes December 24, 2017 17:03 UTC