NRZ News and Press, New Residential Investment Corp. From 05/18/20

Markets have settled and recovered from the initial shock of the coronavirus spread and the response of governments around the US and the world to lock down the economy. But while the major US indices have approached, if not quite matched, the fabled v-shaped recovery, there are still plenty o...

Real Estate Weekly Outlook U.S. equity markets reversed last week's gains after Congressional leaders and Federal officials pushed back on plans to end government-mandated lockdowns despite mounting scientific evidence calling into question its effectiveness and amid indications - in...

This research report was produced by The REIT Forum with assistance from Big Dog Investments . As the mortgage REIT earnings reports come in, investors are finding out how different mortgage REITs can be. With so many reports coming in, we're seeing an elevated volume of quest...

The pace of borrowers entering mortgage forbearance programs is slowing , with 4.7M homeowners in such mortgage relief plans as of May 12, up from a revised 4.5M a week earlier, according to Black Knight, a mortgage data and analytics company. More news on: New Residential Investment Corp...

Shares in mortgage insurers and servicers rise the day after Fannie and Freddie announced a new option that allows homeowners in forbearance to shift their missed mortgage payments to the end of their loan term without increased interest. More news on: New Residential Investment Corp., O...

This research report was produced by The REIT Forum with assistance from Big Dog Investments . 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 wher...

We haven't had very many opportunities to like the common shares for Annaly Capital Management ( NLY ). Shares often carried a price-to-book ratio greater than we wanted to see for buying opportunities. However, there has been a substantial decline since late February. The book value fell subs...

This research report was produced by The REIT Forum with assistance from Big Dog Investments . 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 wher...

Introduction/Recap: On 4/29/2020, AGNC Investment Corp. ( AGNC ) reported results for the first quarter of 2020. AGNC reported a net loss of ($2.42) billion, other comprehensive income ("OCI") of $464 million, a comprehensive (total) loss of ($1.96) billion, a non-tangible book value ("BV") ...

In John's March article I released a graph that gives a different perspective on the year-over-year changes to monthly income by directly comparing how income has changed for a specific month using a multi-year scale. For example, now that John and Jane have received dividend income in their T...