Mark to Market

Mark to market is the process of updating an asset or liability to a current market-based or estimated fair value.

Why this matters to income investors

Changing valuations can alter NAV and reported results without changing contractual cash flow.

How to use mark to market in your research

Read how the company valued the asset and whether the figure came from a market quote, model, or management estimate. Compare valuation changes with realized cash flows and the latest earnings report.

This material is general education and information, not individualized investment, tax, or legal advice.