On the Frontlines, the Housing Recovery Is Visible But Needlessly Slow

(This is an excerpt from an article I originally published on Seeking Alpha on December 14, 2012. Click here to read the entire piece.) Nine months ago, I wrote about Vertical Capital Income Fund as a way to participate in the bottoming of housing through an investment in mortgages. On November 28th, I checked in … Read more

Vertical Capital Income Fund Offers Attractive Alternative for Investing In Mortgages

In late January, I made the case for investing in Dynex Capital (DX) as one way to bet on a recovery for housing starting that I believe will begin in earnest next year. DX had dipped at the time on news of a stock offering to raise more capital. As anticipated, DX did eventually recover … Read more