NRZ News and Press, New Residential Investment Corp. From 04/08/20

Mortgage REITs continue to pull up after recent reports from Annaly Capital Management ( NLY +26.4% ) and New York Mortgage Trust ( NYMT +48.1% ) indicate that liquidity is stabilizing. More news on: Annaly Capital Management, Inc., New York Mortgage Trust, Inc., iShares Mortgage R...

Ellington Financial EFC  +54%  as book value holds up . More news on: Myomo, Inc., AG Mortgage Investment Trust, Inc., Anworth Mortgage Asset Corporation, Stocks on the move, , Read more ...

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Two Harbors (TWO) had a rough first quarter. Share prices plunged dramatically. Book value declined substantially. Dividends were paused. The bears were having a party. That party just...

COVID-19 pandemic concerns, including the prospect of mortgage and rent payments not being made, have severely depressed the market prices of REITs. This includes mREITs and even agency mREITs. The payments of principal and interest by agency mortgage-backed securities held by the mREITs are g...

March is the final month where we will see dividends from companies like Apple Hospitality REIT ( APLE ) that have paid monthly ever since the inception of this portfolio. Under normal circumstances, we would need to evaluate whether or not we should continue to hold a company like APLE becaus...

Musings Shorter update this month since life is too crazy to look backwards at the moment, plus I made a ton of trades to report (so no gory graphs demonstrating the pain I am sure that your portfolio dashboard is telling you). I don’t believe that any of the posted numbers (espec...

Among investors looking to buy distressed mortgage-related assets on the cheap are Paul Singer's Elliott Management, David Tepper's Appaloosa Management, Leon Black's Apollo Global (NYSE: APO ), and Howard Marks' Oaktree Capital (NYSE: OAK ), according to a Bloomberg report . More news on...

One of the most important steps in evaluating mortgage REITs is finding the price to book value ratios. Using the mortgage REITs' book value gives us an idea for the general range where the mortgage REIT should trade. We expect that all mortgage REITs holding similar assets will generally be...

This article is a small extract out of a blog post that we've published on March 29 (written the day before). We haven't changed anything to the original post, because frankly there is no need to. Nonetheless, we did add a few new paragraphs to expand on the specific topic which is the fo...

Immunomedics (NASDAQ: IMMU ) +111%  on positive ADC data in breast cancer. More news on: Immunomedics, Inc., Two Harbors Investment Corp., Mesoblast Limited, Stocks on the move, , Read more ...