In this segment of The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer, author of The Motley Fool's newest report on dividends, and David Hanson preview American Capital Agency's second-quarter earnings that are set to be released on Monday. David explains why investors may not see a massive sell-offs despite the potential for big losses.

David also points out that not all mREITs are created equally and that some may weather the storm better than others.

You can follow David and Matt on Twitter.