As small banks batten-down their hatches, many will steer clear of commercial real estate loans. That could create opportunities for mortgage trusts that invest in such loans, including
Starwood Property Trust
(ticker: STWD) and
Blackstone Mortgage Trust
(BXMT).
The real estate investment trusts that hold commercial property loans have had their own challenges, with office and retail vacancies, but the best-managed of these REITs are comfortably covering their dividend payouts. And after 20% to 40% drops in their stocks over the past year, their dividend yields generally exceed 10%.
Source: https://www.barrons.com/articles/these-high-yielding-mortgage-reits-could-benefit-from-the-banking-tumult-cdc01d55?siteid=yhoof2&yptr=yahoo