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Armada Hoffler: A Risk-Calibrated Income Play In REITs

My general take on mREITs for short-term investors is a Hold largely because of sensitivity to yield curve dynamics and margin compression arising from today's uncertain macro backdrop-an inverted or flattening curve, limited Fed visibility and MBS valuation risks. SomeI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunitie ...