As small banks begin to fail, many will steer clear of commercial real estate loans. That could create opportunities for mortgage trusts to invest in such loans, including
Starwood wealth trust
Blackstone Mortgage Trust
(BXMT).
Real estate investment trusts that hold commercial real estate loans have had their own set of challenges, with office and retail vacancies, but these best-managed REITs are taking comfort. cover their dividend payments. And after their shares drop from 20% to 40% in the past year, their dividend yield often exceeds 10%.
