Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Seeking Alpha • 17 hours ago

Rithm Capital: 240% Coverage, 10% Yield, 17% BV Discount

Rithm Capital delivered strong Q2 distributable earnings, exceeding estimates and reflecting robust growth in asset management and mortgage investment segments. RITM benefits from a higher-for-longer rate environment, with its mortgage servicing rights portfolio set to gain in value as rates remain elevated. Shares trade at a 17% discount to book value, offering a favorable setup for high-yield investors amid ongoing business diversification.

Seeking Alpha • Aug 10, 2026

9.2% Dividend Yield: Good But Not Good Enough From Rithm Capital

Rithm Capital preferreds offer similar credit risk, but RITM-C is least attractive on a relative valuation basis. RITM-C trades at 101.3% of the buy target, with a stripped yield of 9.16%, lagging RITM-B and RITM-A. RITM-B and RITM-A offer materially higher yields for similar risk, making them more compelling choices at current prices.

Seeking Alpha • Aug 5, 2026

Rithm Capital: The Dividend Looks Safer Than The Stock Price Suggests

Rithm Capital Corp. delivered strong Q2 distributable earnings, covering its $0.25 dividend by 2.4x and supporting a Buy rating. RITM trades at about 0.8x book value, with the market underappreciating its platform diversification beyond traditional mortgage REIT activities. Asset management AUM rose to $61B, and business lines like Newrez and Genesis showed momentum, strengthening the investment case.

Seeking Alpha • Jul 31, 2026

Buy 23 July Lo-Price Hi-Growth Dividend Dogs Out Of 46

Dividend stocks are regaining appeal as interest rates decline and market volatility rises, with historical outperformance and lower risk versus non-dividend peers. Top ten low-priced, high-growth dividend 'dogs' are projected to deliver an average 27.03% net gain by July 2027, with several showing ideal fair pricing and strong free cash flow support. Analyst targets suggest significant upside potential, with Adamas Trust leading at a projected 48.02% net gain, though 21 out of 46 candidates have negative free cash flow margins.

Seeking Alpha • Jul 31, 2026

Rithm Capital: In The Dividend Space, The Transformation Is Still Mispriced (Earnings Review)

Rithm Capital reported a strong Q2, with EAD of $0.60 per share, supporting a 19.7% ROE and a secure 10%+ dividend yield. RITM's diversified platform—mortgage origination/servicing, real estate private credit, and asset management—positions it for a potential valuation rerating if reclassified as an asset manager. Newrez posted a 212% QoQ earnings increase and Genesis achieved record originations, while asset management AUM surpassed $61B, driving fee-based growth.

Seeking Alpha • Jul 29, 2026

Rithm Capital Q2 Earnings Beat Estimates, Revenues Up Y/Y

RITM beats Q2 earnings estimates as higher asset management revenues and origination volumes are offset by weaker servicing revenues and higher expenses.

Zacks Investment Research • Jul 29, 2026

KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM9 (NRMLT 2026-NQM9)

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM9 (NRMLT 2026-NQM9), a $494.5 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 (50.0%) and Champions Funding LLC (19.8%). In addition,.

Business Wire • Jul 29, 2026

Rithm Capital Q2 Earnings Call Highlights

Rithm Capital NYSE: RITM reported second-quarter earnings available for distribution of $338.9 million, or $0.60 per diluted share, while GAAP net income was $20.2 million, or $0.04 per diluted share. Chairman, Chief Executive Officer and President Michael Nierenberg said results reflected contributions from the company's Newrez mortgage business, Genesis Capital lending platform, Sculptor and Crestline asset-management businesses, and Elecor Properties real estate portfolio.

MarketBeat • Jul 28, 2026

Rithm Capital Corp. (RITM) Q2 2026 Earnings Call Transcript

Rithm Capital Corp. (RITM) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 28, 2026