Why Dynex Capital Could Outperform Rithm Capital In A Fed Rate Cut Environment

Dynex Capital is rated 'Buy' due to its high-quality, agency MBS-focused portfolio and strong positioning for Fed rate cuts. DX's transparent, interest-rate-sensitive structure contrasts with Rithm Capital's complex, diversified portfolio, which is less sensitive to rates but more to economic cycles. DX is favored for clarity, yield, and rate-cut upside, while RITM is recommended as 'Hold' for investors seeking inflation protection and dividend reliability.

Seeking Alpha • Dec 11, 2025

Two Classes Of Mortgage REITs

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

Seeking Alpha • Dec 11, 2025

KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2025-NQM7 (NRMLT 2025-NQM7)

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2025-NQM7 (NRMLT 2025-NQM7), a $493.7 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 primarily originated by NewRez LLC (48.7%) and Champions Funding, LLC (16.1%). In addition.

Business Wire • Dec 9, 2025

Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 12/5/2025)

Part 1 of this article compares Rithm Capital'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 Q4 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 is in the “Conclusions Drawn” section. RITM is currently deemed notably undervalued (strong buy recommendation).

Seeking Alpha • Dec 9, 2025

Rithm Capital: Major Portfolio Pivot

Rithm Capital is aggressively expanding into third-party asset management, highlighted by the Crestline Management acquisition, and aims for continued diversification through 2026. Recent acquisitions, including Crestline ($18B AUM) and Paramount Global are positioning RITM for further asset-light, fee-based growth. Transition to fee-based business model may catalyze a higher valuation multiplier for Rithm Capital long term.

Seeking Alpha • Dec 9, 2025

Wall Street Analysts Think Rithm (RITM) Could Surge 25.42%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% in Rithm (RITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Dec 3, 2025

Rithm Capital Completes Acquisition of Crestline

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (“Rithm”), a global alternative asset manager, today announced the successful completion of its previously announced acquisition of Crestline Management, L.P. (“Crestline”). This acquisition marks a pivotal step in Rithm's strategy to build an integrated, diversified asset management platform delivering differentiated investment offerings to institutional and private wealth investors. Together with Crestline and Sculptor, Rithm's over 200 investmen.

Business Wire • Dec 1, 2025

Wall Street Analysts Think Rithm (RITM) Is a Good Investment: Is It?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • Nov 26, 2025

All You Need to Know About Rithm (RITM) Rating Upgrade to Buy

Rithm (RITM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Nov 26, 2025

Rithm Capital: Why I'm Buying Into Its Transformation Endgame

Rithm Capital is executing a strategic transformation from a mortgage REIT to an alternative asset manager to unlock higher valuation. Recent acquisitions of Crestline Management and Paramount Group, along with new fund launches, are rapidly scaling RITM's asset management segment. A multi-year roadmap envisions integrating acquisitions, launching new REITs, and ultimately separating the mortgage origination and servicing business.

Seeking Alpha • Nov 27, 2025