Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And Oaktree Specialty Lending’s Performance For Q2 2024
Summary
This earnings assessment article reviews MITT’s and OCSL’s BV/NAV and core earnings/EAD/adjusted NII performance during Q2 2024 and compares results to expectations. Earnings remain a driver to stock performance.
MITT’s BV slightly-modestly underperformed my/our expectations (within range; towards lower end) while its core earnings/EAD matched exp…