It's not so much that investors understand mReits better now as it is that AGNC, with its high dividend yield, is one of the only places they have to go when the Dow, S&P500, and NASDAQ indexes and stocks are losing money. Notice, like today, whenever those major indexes drop significantly, AGNC rises in price. That's a pretty clear indication that investors are fleeing big name stocks, even if only temporarily.
I agree, in the past before I discovered dividend stocks I used to go to cash and wait whenever there were dark clouds indicating a major stock market pull back was looming, like it is today. Now I’m moving a significant portion over to mREITs. But I still have a load of cash as well. There is still that lingering feeling that BB could blind side us somehow or something that I don’t understand could cause mREITs to all of a sudden get hammered. But the more I understand them the more I move into them.