The Federal Reserve's commitment to its QE programs has thrust mREITs into the spotlight as it continues to buy mortgage-backed securities at a record pace. Investors are beginning to worry how the Fed will wind down the program and how that will impact the mREITs.

Annaly Capital Management (NYSE:NLY) is the largest mREIT, and its management team has been carefully navigating the current environment. In this video, Motley Fool financial analysts David Hanson and Matt Koppenheffer debate the two sides of the story.