RITM Rithm Capital Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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13:00
Aug 01
Aug 01
Discount to book, smart management.
Rhythm Capital, run by a very smart former Bear Stearns banker, is a mortgage REIT that also diversifies into commercial real estate and other assets. It trades at a discount to book value (around 0.7x book) while offering a yield, presenting a value opportunity relative to peers like Annaly.
MED
23:26
Jul 28
Jul 28
Rithm Capital revaluation potential ahead.
Rithm Capital is focused on performance first, building its asset management business with $61 billion in third-party assets and room to grow. Potential separation of the mortgage company public and revaluation as an asset manager should create real shareholder value.
MED
11:18
Apr 28
Apr 28
States RITM is not undervalued, expressing a bearish view on valuation without explicit short.
States RITM is not undervalued, expressing a bearish view on valuation without explicit short positioning.
LOW
13:00
Apr 18
Apr 18
Buy mortgage REITs for high income.
Income is scarce in the current environment, and mortgage REITs like Annaly, AGNC, PennyMac, and Mike Nierenberg's REIT offer high returns in the teens, making them attractive for income-seeking investors.
MED
13:08
Apr 11
Apr 11
Buy Rithm Capital as the company nears its first major transaction since the Paramount.
Buy Rithm Capital as the company nears its first major transaction since the Paramount acquisition, with valuation uplift and rent concession financing signaling deal momentum and management execution vindication.
MED
About RITM Analyst Coverage
Buzzberg tracks RITM (Rithm Capital) across 3 sources. 4 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (80%). 5 total trade ideas tracked. Latest voices: Chris Whalen, Michael Nierenberg.