Monday, October 6, 2025
I constantly preach that high-yield investments should be bought and owned for the yield, the cash income. The goal with high-yield investing should be to develop and grow a cash income stream. However, even in the high-yield world, opportunities arise to generate significant capital gains. Here are two stocks to consider. Over the last several […]
Each week, the Charlie Bilello Week in Charts email includes a ton of interesting economic and financial information. Recently, a set of asset yields caught my attention. Here are the reported yields on the five major U.S. asset classes: The spread of less than one percent between yields across the classes is a record low. […]
On April 25, finance REIT Rithm Capital (RITM) reported the company’s first-quarter results, and the financials reinforced the fact that the RITM stock price is severely undervalued. Rithm reported earnings available for distribution of $0.52 per share for the quarter. A year ago, earnings came in at $0.48; two years ago, the number was $0.35 […]
When Rithm Capital (RITM) announced its 2024 fourth-quarter results, the CEO, Michael Nierenberg, hinted at changing the company’s capital structure, dropping its REIT status. Let’s look at RITM as a REIT and what a change might mean. In 2022, the company, then called New Residential, acquired its management contract from Fortress Investment Group to become […]
Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT. Over the last few years, Rithm has expanded its business to offer a wide range of finance and […]
We are in the early days of the 2024 second-quarter corporate earnings season. For many of the stocks I follow, earnings results are often the only “real news” I can get about these companies. Earnings results show whether or not a company remains on track, is improving, or is going in the wrong direction. Small-to-mid-cap […]
On Friday, July 12, a short Bloomberg article on Arbor Realty Corp (ABR) caused the share price to drop 20% in minutes. Let’s look at how the piece, titled “Arbor Realty Probed by DOJ Over Lending Practices, Loan Book,” was more a hit piece than some factual reporting. What first got my attention was that […]
Activist investor Jonathan Litt is at it again. The activist investor, specializing in real estate investment trusts, started his firm, Land & Buildings, in 2008 and has been battling real estate investment trust (REIT) boards to improve returns for himself and other investors ever since. Litt has waged several successful campaigns at BRE Properties, Associated […]
In the current environment, with interest rates rising and inflation still threatening the U.S. economy, it is hard to find many who are bullish on real estate. Momentum is very negative, and that will not change overnight. However, when everyone hates a sector, as currently seems to be the case with real estate-related securities, it […]
There is an asset class that’s worth around $3 trillion in the United States. Yet, it is completely ignored by Wall Street and is rarely on investors’ radar screens. The asset class I’m talking about is farmland. No matter the current economic There are already a lot of people to feed—about 7.9 billion—and that number […]
