The Rithm Take

Real Estate View — Feb 20, 2026

AI: The Unexpected Catalyst for Quality Office

The prevailing narrative in the office market is AI reduces white-collar employment, which reduces office demand. However, in its current phase AI adoption is functioning less as a...

Eyes on the Market — Feb 12, 2026

Funding the Expansion

Feb 6, 2026

Conditional Resilience

Market View — Jan 30, 2026

Dispersion Over Direction

FOMC Preview — January 23, 2026
Real Rates Rise as Policy Easing Meets a Resilient Economy Read More
Market View — January 15, 2026
GSE Buying: Not QE, but Not Nothing Read More
Market View — January 9, 2026
2026: A Year of Uneven Outcomes, Selection Starts to Matter Again Read More
Features — December 18, 2025
Collateral Control Failures: What First Brands and Tricolor Reveal about ABF Oversight Read More
Market View — December 17, 2025
Addressing Financial Plumbing, Before a Flood Read More
FOMC Preview — December 5, 2025
A Foregone Conclusion? Fed Most Likely to Cut Again Read More
Market View — November 20, 2025
2025 Scorecard: What Held, What Didn’t, What Mattered Read More
Eyes on the Market — November 13, 2025
Eyes On The Market Q4 2025 Read More
Market View — November 7, 2025
PIK Beyond the Headlines: Mechanics, Not Meltdown Read More