NRZ News and Press, New Residential Investment Corp. From 01/03/20

Commentary In my 2018 Full Year Report , I stated the following; “The last time the portfolio performance went negative in 2015, the following year the portfolio went up 26%. The same performance condition setup is happening again. Will we get a big price jump in 2019? I do no...

Year four of this venture saw the markets roar for a more than 31% gain of the S&P 500 (VOO), but the income of both portfolios was set in January of 2019, so this year's gains will be reflected in the income going forward in 2020. How this was determined was described in my article from ...

Energy Transfer ( ET ), New Residential Income ( NRZ ) and Tanger Factory Outlets ( SKT ) are three high dividend yield stocks that I like for 2020 and beyond. All three stocks are in a personal buy range for me with a combined forward yield of 10.37%. With yields that range from 9.33% to 12.1...

Our service manages two model Portfolios: Momentum Portfolio and Core Portfolio. Momentum Portfolio The Momentum Portfolio is designated to run from $30,000 seed money and to grow the money to $300,000 in four years. The Portfolio is also called Short-Term-Play Portfolio. The maximum hol...

Focus of Article: The focus of this article is to provide readers fixed-rate agency mortgage-backed security (“MBS”) price movements during the fourth quarter of 2019 (through 12/20/2019). This includes pricing for both 15- and 30-year fixed-rate agency MBS holdings. Due to the...

Real Estate Weekly Outlook The holiday season continues to be a quite merry one for investors, a far more relaxing one for asset managers following last year's extreme volatility during the Christmas season. US equity markets notched a fifth straight week of records, climbing for the 11th ...

Summary Alliance Resource Partners LP ( ARLP ) is a one of those very interesting, not so common, cases, where you find yourself analyzing a company and coming up with different conclusions when it comes to different layers of the capital structure. Let us start by saying loud and clear:...

Mortgage lender’s latest partnership expands offering through Atlanta Fine Homes Sotheby’s International Realty NewRez LLC (“NewRez”), a national mortgage lender, announced today the formation of a new joint venture mortgage company to be added to its networ...

Focus of Article The focus of this two-part article is to provide a very detailed analysis comparing NLY to all the mortgage real estate investment trust (mREIT) peers I currently cover. I am writing this two-part article due to the continued requests that such an analysis be specifically pe...

On Monday of this week I did a fairly large re-balancing (for me) of the PPRP, selling two large closed-end fund holdings and replacing them with six stocks and CEFs. While these transactions might not be "major" for some of you, they represented a big step for me, considering my conservative ...