In today’s post:
📈 Fed Hiked. This REIT Won.
📈 Fed Hiked. This REIT Won.
Most mortgage REITs react to rising rates the way cats react to bath time.
Rithm Capital $RITM ( ▲ 1.84% ) is the weird one that actually enjoys it.
In September, the Federal Reserve raised rates by 25 basis points to a new range of 3.75% to 4.00%. For most of the mortgage world, that hurts.
For Rithm, it's a tailwind. Yet the stock still trades at a 25% discount to book value.
Is RITM a buy while the Fed is hiking?
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