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Arlington Asset Investment(AAIC) - 2023 Q1 - Quarterly Report

Interest Rates and Inflation - The 10-year U.S. Treasury rate decreased by 40 basis points to 3.47% as of March 31, 2023, contributing to a modest decline in residential mortgage rates [188]. - The average primary mortgage rate from Freddie Mac decreased by 10 basis points to 6.32% as of March 31, 2023 [190]. - The Consumer Price Index (CPI) declined to 5.0% for the twelve-month period ending March 31, 2023, indicating a decrease in inflation from its peak in 2022 [189]. - The Federal Open Market Committee raised the federal funds rate by 50 basis points to a target range of 4.75% to 5.00% during the first quarter of 2023 [189]. - The market is projecting a 50% likelihood of an additional 25 basis point increase in the federal funds rate within the next three months [189]. Company Financials and Performance - Net operating income for the three months ended March 31, 2023, was 5.653million,anincreasefrom5.653 million, an increase from 3.697 million in the same period of 2022, representing a 53.1% increase [211]. - Interest and other income increased by 6.6million,or89.26.6 million, or 89.2%, from 7.4 million in Q1 2022 to 14.0millioninQ12023,primarilyduetohigheraverageinvestmentyields[213].Interestexpenseroseby14.0 million in Q1 2023, primarily due to higher average investment yields [213]. - Interest expense rose by 5.1 million, or 159.4%, from 3.2millioninQ12022to3.2 million in Q1 2022 to 8.3 million in Q1 2023, mainly due to higher interest rates on repurchase agreement financings [219]. - The company reported a net loss of (2.218)millionforthethreemonthsendedMarch31,2023,comparedtoanetlossof(2.218) million for the three months ended March 31, 2023, compared to a net loss of (2.701) million in the same period of 2022 [211]. - Diluted loss per common share was (0.10)forQ12023,comparedto(0.10) for Q1 2023, compared to (0.12) for Q1 2022 [211]. Mortgage-Related Assets and Investments - The company has shifted its investment focus primarily to mortgage-related assets, including mortgage servicing rights, credit investments, and agency mortgage-backed securities [186]. - The company sold its portfolio of single-family residential properties in 2022 and does not plan to allocate capital to an SFR investment strategy in the future [186]. - As of March 31, 2023, the company had 183.1millioninMSRfinancingreceivablesatfairvalue,withanamortizedcostbasisof183.1 million in MSR financing receivables at fair value, with an amortized cost basis of 139.2 million and an unrealized gain of 43.9million[195].ThetotalagencyMBSconsistedofvariousfixedratesecurities,withatotalunpaidprincipalbalanceof43.9 million [195]. - The total agency MBS consisted of various fixed-rate securities, with a total unpaid principal balance of 480.5 million and a net unrealized loss of (12.6)million[203].ThecompanyanticipatessubstantialrealizationoftheremainingvalueinitsbusinesspurposeresidentialMBSwithinthenextseveralquarters[201].DebtandLeverageThetotalinvestedcapitalasofMarch31,2023,was(12.6) million [203]. - The company anticipates substantial realization of the remaining value in its business purpose residential MBS within the next several quarters [201]. Debt and Leverage - The total invested capital as of March 31, 2023, was 404.5 million, with a leverage ratio of 2.8 [193]. - For the three months ended March 31, 2023, the company reported a total debt of 5.454billion,adecreaseof5.454 billion, a decrease of 349 million compared to 5.105billioninthesameperiodof2022[221].AsofMarch31,2023,thecompanysdebttoequityleverageratiowas2.7to1,andthe"atrisk"leverageratiowas0.4to1[234].Thecompanyhadoutstandingrepurchaseagreementborrowingsof5.105 billion in the same period of 2022 [221]. - As of March 31, 2023, the company's debt-to-equity leverage ratio was 2.7 to 1, and the "at risk" leverage ratio was 0.4 to 1 [234]. - The company had outstanding repurchase agreement borrowings of 385.9 million, with a fair value of $413.2 million as of March 31, 2023 [240]. Risk Management - The company is exposed to interest rate risk, with potential impacts on the fair value of agency MBS and MSR related assets due to changes in interest rates [259]. - Interest rate hedging instruments include swaps and U.S. Treasury note futures to manage exposure to interest rate fluctuations [259]. - The company faces spread risk, which may lead to fluctuations in the fair value of Agency MBS independent of interest rate changes [262]. - Credit risk is present in non-agency MBS investments, with potential losses if underlying mortgage loans default [265]. - The company aims to manage credit risk through prudent asset selection and ongoing performance monitoring [265]. Corporate Governance and Compliance - The company emphasizes the importance of maintaining its qualification as a REIT for federal income tax purposes [267]. - The company intends to distribute 100% of its taxable income to shareholders, subject to REIT distribution requirements [254]. - The company has no relationships with unconsolidated entities or financial partnerships that could materially affect its financial condition as of March 31, 2023 [255]. Future Outlook - Forward-looking statements include expectations regarding capital deployment and business growth strategies [266]. - The potential impact of the COVID-19 pandemic remains a concern for the company's operations and market conditions [270].