FBRT vs IVR
FBRT: A hybrid commercial real estate finance and multifamily agency lending platform managed by Franklin Templeton's credit division. IVR: A mortgage REIT externally managed by Invesco that invests primarily in government-guaranteed residential and commercial mortgage-backed securities.
Side-by-side fundamentals
| Metric | FBRT | IVR | Edge |
|---|---|---|---|
| Price as of 2026-10-30 close | $6.01 | $5.31 | |
| Market cap | $455M | $572M | |
| P/E as of 2026-10-30 | n/a | 3.36 | |
| Net margin FY2025, SEC XBRL | +30.5% | n/a | |
| ROE FY2025, SEC XBRL | +5.7% | +12.7% | IVR higher |
| ROA FY2025, SEC XBRL | +1.4% | +1.6% | IVR higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-09-30 | 2.24 | n/a | |
| Revenue growth (YoY) FY2025, SEC XBRL | +20.9% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +9.3% | n/a | |
| Dividend yield as of 2026-09-03 | 13.31% | 27.12% | IVR higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | FBRT higher |
| Beta as of 2026-09-03 | 0.63 | 0.78 | |
| 1-year return as of 2026-10-30 close | -41.3% | -25.9% | IVR higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-30.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.