What real estate/mortage investments will survive?

What real estate/mortage investments will survive? I own several REITs and similar investments. Don't worry, they're a part of a diversified portfolio. I was happy with them until the recent subprime mortgage meltdown. Now, most of them are down. That's ok with me if they're going to recover, but I keep hearing rumors of bankruptcy. What companies do you think will disintegrate and which ones do you think will eventually recover? I personally own NHI, IMH, NFI, NCT, AEC, and AHR. I'm not going to panic sell or anything. In fact, I was thinking of buying some more in about six months if any are good.

The 4 most secure are nly, cmo, lum, tma

I like RWT much more than IMH.

http://top10traders.com/ViewHolding.aspx...

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