聚焦抵押贷款服务权
节奏资本的资产组合更偏抵押贷款服务权与地产业务,因此分红走势不必沿用传统MREIT的常见模式。
节奏资本被描述为更偏“抵押贷款服务权+地产业务”的结构。与传统MREIT侧重购入存量按揭不同,分红路径或不完全一致。
"Never Invest in These High Yield Dividend Investments"
当前 0 看多、1 看空——稳定。
分析师维持稳定,0 看多对 1 看空。
1 位 YouTube 分析师覆盖 Rithm Capital Corp.(RITM)。
到目前为止,已有 1 位分析师覆盖 RITM……
节奏资本的资产组合更偏抵押贷款服务权与地产业务,因此分红走势不必沿用传统MREIT的常见模式。
节奏资本被描述为更偏“抵押贷款服务权+地产业务”的结构。与传统MREIT侧重购入存量按揭不同,分红路径或不完全一致。
RITM looks like it may transition away from being an MRE because the board won’t increase the dividend, which makes it a less attractive high-yield hold despite its earlier turnaround.
Rithm Capital may exit mortgage REIT classification because the board has declined to raise the dividend, undermining its attractiveness as a high-yield hold and signaling the turnaround thesis has lost momentum.
RITM 暂未出现官方申报。