Armour Residential Reit, Inc. · NYSE:ARR

Armour Residential Reit — Corporate Update (August 2022)

8 slides from Armour Residential Reit's corporate update, Aug 12, 2022

  1. Slide 1: ARMOUR Residential REIT, Inc. Company Update

    ARMOUR RESIDENTIAL REIT, Inc. Company Update 8/12/2022 ARMOUR seeks to create shareholder value through thoughtful investment and risk management that produces current yield and superior risk adjusted returns over the long term. Our focus on residential real estate finance supports home ownership fo

  2. Slide 2: Forward-looking statements and disclaimer

    2 • Certain statements made in this presentation regarding ARMOUR Residential REIT, Inc. (“ARMOUR” or the “Company”), and any other statements regarding ARMOUR’s future expectations, beliefs, goals or prospects constitute “forward-looking statements” made within the meaning of the safe harbor provis

  3. Slide 3: ARMOUR Overview

    3 Stockholders' Equity and Liquidity Dividend Policy Shareholder Alignment Transparency and Governance ARMOUR REIT Manager • Stockholders' Equity at the end of Q2 2022 totaled $973 million, including the 7.00% Series C Cumulative Redeemable Preferred Stock ("Series C Preferred") with liquidation pre

  4. Slide 4: Portfolio Composition

    4 Information as of 07/31/2022. Portfolio value is based on independent third-party pricing. Information includes estimates of the effect of forward settling trades. Some totals may not foot due to rounding. Securities % of Portfolio Current Value (millions) Weighted Average Book Price Weighted Aver

  5. Slide 5: ARMOUR Hedging and Financing Composition

    5 (1) BUCKLER Securities LLC is a FINRA registered broker-dealer affiliated with ARMOUR REIT. (2) ARMOUR is currently borrowing from 20 repo counterparties and ARMOUR has active MRAs with 37 counterparties. Information as of 07/31/2022. Some totals may not foot due to rounding. ARMOUR Hedging and Fi

  6. Slide 6: ARMOUR's Agency Portfolio Constant Prepayment Rates

    6 Constant Prepayment Rate ("CPR") is the annualized equivalent of single monthly mortality ("SMM"). CPR attempts to predict the percentage of principal that will prepay over the next twelve months based on historical principal pay downs. CPR is reported on the 4th business day of the month for the

  7. Slide 7: ARMOUR Net Interest Margin

    7ARMOUR Net Interest Margin Pe rc en t Asset Yield Cost of Funds including Hedges Net Interest Margin 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 0 1 2 3 4 Information as of Q2 2022.

  8. Slide 8: ARMOUR Residential REIT, Inc. contact details

    ARMOUR Residential REIT, Inc. 3001 Ocean Drive Suite 201 Vero Beach, FL 32963 armourreit.com 772-617-4340

ARMOUR Residential REIT — Corporate Update (August 2022) on 6ix