NRZ News and Press, New Residential Investment Corp. From 01/11/20

Real Estate Weekly Outlook U.S. equity markets picked up where they left off in 2019 with broad advances and new record highs after snapping a six-week winning streak last week on news of the U.S. airstrike that killed a top Iranian military official in Baghdad. Tensions appeared to be at ...

There is something special about reviewing the dividend growth portfolio during the last month of the year. With the submission of this article, this will be the second full-year that I've been tracking the results of John and Jane's Taxable dividend growth account. As a dividend growth port...

While the real estate cycle may be getting long in the tooth and pockets of weakness are sure to appear, Doug Harter and team are comfortable with the overall health of residential and commercial real estate credit. More news on: iShares Mortgage Real Estate Capped ETF, New Residential Inv...

Actionable Conclusions (1-10): Analysts Estimated 17.63% To 38.39% Net Gains By Top Ten US REITs Come January 2021 Four of ten top dividend-yielding US Real Estate Investment Trust stocks found their way into the top ten gainers for the coming year based on analyst 1-year target prices. (T...

Author's Note: PART 2 of this article is a continuation from PART 1 which was discussed in a previous publication. Please see PART 1 of this article for a detailed projection of AGNC Investment Corp.'s ( AGNC ) income statement (technically speaking, the company's "consolidated statement of...

Kroll Bond Rating Agency, Inc. (KBRA) assigns preliminary ratings to six classes of mortgage-backed notes from NRMLT 2020-NQM1, a $278.5 million non-prime RMBS transaction. New Residential Mortgage Loan Trust 2020-NQM1, Mortgage-Backed Notes, Series 2020-NQM1 (NRMLT 2020-NQM1) is a reside...

The REIT Paradox: A Factor Analysis In this report, we take a deep dive to analyze the underlying factors that drove performance within the REIT sector over the past decade and extract the major lessons that can be learned. Even as REITs have permeated into the investing mainstream, many of ...

Author’s Note: This three-part article is a very detailed analysis of AGNC Investment Corp.’s ( AGNC ) income statement (technically speaking, the company’s “consolidated statement of comprehensive income” ). I continue to perform this type of detailed...

Musings After my healthy 5% ‘alpha’ victory in 2018, 2019’s everlasting bull run was hard for my conservative portfolio to match as large cap growth stocks (which drive the S&P 500 these days) blew the doors off (+31.5%) with their best performance since 2013....

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...