The current macroeconomic parameters make me feel lukewarm on the mREIT sector. My top concerns include persistent yield curve inversion and rising mortgage delinquency rates. I urge investors to err on the side of being conservative under such conditions.

This article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 17 mREIT peers. This includes an analysis of RITM's quarterly core earnings/earnings available for distribution (“EAD”) which directly impacts the company's dividend sustainability. This article also projects RITM's dividend sustainability for Q3 – Q4 2025 (including specific per share amounts).

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE:RITM, “Rithm Capital” or the “Company”) announced today that its Board of Directors (the “Board”) has declared second quarter 2025 common and preferred stock dividends. Common Stock Dividend The Board declared a dividend of $0.25 per share of common stock for the second quarter 2025. The second quarter common stock dividend is payable on July 31, 2025, to shareholders of record on June 30, 2025. Preferred Stock Dividends In accordance with th.

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm” or the “Company”) announced today that it has priced its previously announced offering of $500 million aggregate principal amount of 8.000% senior unsecured notes due 2030 (the “notes”). The Company intends to use a portion of the net proceeds from this offering to redeem its outstanding 6.250% senior unsecured notes due 2025 (the “2025 Notes”), with the remainder of the net proceeds to be used for general corporate purposes, w.

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm” or the “Company”) announced today that it plans to offer $500 million aggregate principal amount of senior unsecured notes due 2030 (the “notes”). The Company intends to use a portion of the net proceeds from this offering to redeem the outstanding 6.250% senior unsecured notes due 2025 (the “2025 Notes”), with the remainder of the net proceeds to be used for general corporate purposes, which may include the repayment of other.

Rithm (RITM) concluded the recent trading session at $11.29, signifying a -1.4% move from its prior day's close.

Part 1 of this article compares RITM's recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return (loss), and current valuation to 17 mREIT peers. Due to what has occurred during Q2 2025 (fluctuating rates/yields), understanding the composition of RITM's MSR/investment and derivatives portfolio is crucial in understanding current/future performance. My current RITM BV projection and updated price target are in the "Conclusions Drawn" section. RITM is currently deemed undervalued (buy recommendation).

In the latest trading session, Rithm (RITM) closed at $11.21, marking no change from the previous day.

Rithm Capital delivered mixed Q1'25 earnings, but the mortgage REIT easily supported its dividend with earnings available for distribution. I continue to rate RITM a 'Strong Buy' due to its successful and growing diversification and a well-supported 9% dividend yield. Shares trade at an unjustified discount to book value, given consistent excess dividend coverage and resilient earnings streams.

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 8 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2025-NQM3 (NRMLT 2025-NQM3), a $504.3 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were originated by Champions Funding, LLC (31.0%) and NewRez LLC (24.2%). In addition, all loans.