CYS Investments (NYSE: CYS) reported quarterly earnings this week, but mREIT investors are still discussing American Capital Agency's (NASDAQ:AGNC) new decision to invest in the equity of other mREITs.

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the numbers from CYS and tell investors what they think of American Capital Agency's move.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.