At the end of 2009, mortgage REIT American Capital Agency (AGNC 0.44%) had around $5 billion in assets. Just three years later, at the end of 2012, that number has grown to approximately $100 billion. Is this insane growth sustainable, or is the bubble going to pop? In this video, Motley Fool financial analysts Matt Koppenheffer and David Hanson compare American Capital to some of the other big mortgage REITs and their growth over the same period, such as Annaly Capital (NLY 0.69%), and take a look at American Capital's track record, to tell us whether the company inspires confidence or trepidation.
Is This the Next $100 Billion Financial Meltdown?
By Matt Koppenheffer and David Hanson – Apr 3, 2013 at 5:38PM
NASDAQ: AGNC
AGNC Investment Corp.
Market Cap
$11B
Today's Change
(-0.44%) $0.04
Current Price
$10.11
Price as of November 17, 2025 at 3:58 PM ET
Is this terrifyingly rapid growth a giant bubble waiting to burst?
About the Author
Matt is the head of the Coverage Team for The Motely Fool's premium products. Previously, he's been . Matt is a heavy user of AI tools and is working on harnessing them to help Fool members. Previously, Matt was GM of Motley Fool Ascent, led The Motley Fool Deutschland, has been an investor on various Fool services, and co-hosted the podcast "Where the Money Is". He also co-authored the book The Astonishing Collapse of MF Global. Matt started his career in San Francisco as a technology-focused investment banker and also worked at a $15 billion private equity company. When he's thinking about how to make Fools smarter, happier, and richer, you can usually find Matt running trails or making a mess in the kitchen. He's a graduate of the University of Pennsylvania, but is a lifelong fan of Penn State football.