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AMI

AG Mortgage Investment Trust

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Disclosures & prior history3 disclosures · worst medium

Material items extracted from the risk-factor, conflicts, and prior-performance sections of AG Mortgage Investment Trust's PPMs. Each is quoted verbatim with its source page — surfaced, not editorialized.

Related-party conflict disclosed — AG REIT Management, LLC / Angelo, Gordon & Co., L.P.

Medium

The Manager is permitted to invest Company assets in re-REMIC securitization transactions issued, executed, and managed by Angelo Gordon & Co., L.P. or its affiliates or funds, creating a related-party conflict where the Manager directs Company capital to its own parent's products.

“The Manager, on behalf of the Company, is permitted to invest in re-REMIC securitization transactions issued, executed and managed by Angelo Gordon & Co., L.P., its affiliates or funds provided such investment is a Target Asset.”
PPM p.1195% confidence

Related-party conflict disclosed — AG REIT Management, LLC and its Affiliates

Low

The Manager may enter into agreements with its own affiliates for property management, asset management, and other services on behalf of the Company, subject only to arm's-length terms and Independent Director approval, creating ongoing related-party transaction risk.

“The Manager may enter into agreements with other parties, including its Affiliates, for the purpose of engaging one or more parties for and on behalf of the Company...any such agreements entered into with Affiliates of the Manager shall be on terms no more favorable to such Affiliates than would be obtained from a third party”
PPM p.890% confidence

Related-party conflict disclosed — Angelo, Gordon & Co., L.P.

Low

Angelo, Gordon & Co., L.P. manages multiple clients with similar investment strategies and allocates investment opportunities among them, which may result in the Company receiving less favorable allocations than it would otherwise obtain.

“Angelo, Gordon & Co., L.P. may have clients with similar investment strategies. As a result, if an investment opportunity would be appropriate for more than one client, Angelo, Gordon may be required to choose among those clients in allocating such opportunity”
PPM p.2790% confidence

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