Commentary

The team at South Street Capital Management (SSCM) has recently been engaged in some interesting conversations with current and potential investors.  As mortgage-backed securities specialists and the manager of a private mortgage REIT, investors often look to SSCM as a resource into a variety of different asset classes.  Whether it is about interest rates, mortgage spreads, or the public mortgage REIT sector, we try to provide a unique perspective on the markets and share some of those perspectives with a [...]