Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance For Q1 2024
Summary
This earnings assessment article reviews IVR’s BV and core earnings/EAD performance during Q1 2024 and compares results to my expectations. Earnings remain a key driver to stock performance.
IVR’s BV modestly outperformed my/our expectations (near top end of range; minor increase) while its core earnings/EAD was a modest-notable underperformance (…