Rithm Capital Corp. (NYSE:RITM) is one of the high-growth, low P/E stocks to buy now. On February 3, Chief Executive Officer Michael Nierenberg reiterated that Rithm Capital Corp. (NYSE:RITM) achieved strategic progress in 2025, resulting in 19% of earnings available for distribution to equity holders. Rithm Capital Corp. (RITM) Positioned for Growth on Strategic Investments The company delivered fourth-quarter and full-year results that underscored the durable momentum built as it completed the acquisit ...

Quarterly Supplement Q4 2025 Disclaimers IN GENERAL. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as the "Presentation." Detailed endnotes are included in the Appendix. 2 Rithm Property Trust Rithm Property Trust (NYSE: RPT) is a real estate investment platform focused on commercial real estate ("CRE") lending and opportunistic investing $2B+ Active Invest ...

Core Viewpoint - Rithm Capital Corporation (NYSE:RITM) is identified as one of the most undervalued REIT stocks currently available for investment, with a Buy rating and a $16 price target from UBS following its acquisition of Paramount Group [1] Group 1: Company Strategy and Acquisitions - The acquisition of Paramount Group and Crestline is aimed at increasing Rithm Capital's assets under management and enhancing earnings potential in its asset management division [1] - Following the Crestline acquisition, Rithm Capital now manages approximately $102 billion in investable assets [1] Group 2: Investor Confidence and Financial Outlook - UBS suggests that additional details regarding third-party cash related to the Paramount Group acquisition could enhance investor confidence in Rithm Capital's overall strategy [2] - The firm also highlights the potential for long-term increases in return on equity and value multiples if Rithm Capital successfully implements its asset management strategy [2] Group 3: Business Segments - Rithm Capital operates as an alternative asset manager with a focus on real estate and related services, structured across four segments: origination & servicing, investment portfolio, residential transitional lending, and asset management [3]

Group 1 - Rithm Capital plans to acquire Paramount Group, which has a significant presence in New York and San Francisco [1]

Core Viewpoint - Rithm Capital has agreed to acquire Paramount Group for $1.6 billion, indicating a strategic bet on the recovery of the office real estate market [1][2]. Group 1: Acquisition Details - The acquisition values Paramount Group at $6.60 per share, representing a 10.7% discount to its last closing price [1]. - Paramount Group's shares fell 11.8% in premarket trading following the announcement [1]. - The deal is expected to close by the end of the fourth quarter, pending approval from Paramount shareholders [4]. Group 2: Market Context - The U.S. office market has been challenged by rising interest rates, remote work trends, and declining property values, leading investors to assess whether the market is nearing a bottom [2]. - Rithm plans to fund the acquisition through a combination of cash, existing liquidity, and potential contributions from co-investors [2]. Group 3: Strategic Implications - Rithm's CEO stated that the acquisition will enhance their commercial real estate and asset management platform, expanding their owner-operator model [3]. - Paramount Group's portfolio includes 13 owned and four managed office properties, spanning over 13.1 million square feet, with an occupancy rate of 85.4% as of June 30 [4]. - Rithm expressed confidence in the recovery of office market fundamentals in cities where Paramount operates, citing improving rent rolls and a more favorable interest rate environment [4].

Group 1 - Paramount Group's stock price surged over 17% during early trading on Monday amid a broader market pullback, following the announcement of a strategic alternatives review to maximize shareholder value [1] - The company's CFO and General Counsel unexpectedly resigned, coinciding with the strategic evaluation announcement [1] - CEO Albert Behler emphasized the commitment to bridge the gap between the company's market valuation and its intrinsic value assessment, building on strong leasing momentum from the first quarter [1] Group 2 - Paramount Group is an Office REIT focused on prime office buildings in New York and San Francisco, operating approximately 11.9 million square feet of high-quality office assets [2] - The company's business model centers on "core locations + high-quality buildings + long-term tenants," enhancing asset value and cash flow through acquisitions and redevelopment [2] - Paramount Group employs a selective strategy targeting central business district submarkets, focusing on metropolitan core locations, blue-chip tenants, and long-term leases to maintain stable cash flow and value growth [2]