The Rithm Take

Real Estate View — Jun 18, 2025

Assessing Increased Demand for Mezzanine Lending in Commercial Real Estate

Mezzanine lending in commercial real estate (CRE) is experiencing a boom in the post-pandemic era. Commercial mortgage-backed securities (CMBS) data shows that loan-to-value (LTV) ...

FOMC Preview — Jun 12, 2025

Policy on Hold as Trade Story Unfolds Read More

Consumer View — Jun 5, 2025

3-3-3 Meets OPEC: When Oil’s Drop Eases Fiscal Heat Read More

Consumer View — May 30, 2025
The US Consumer: Powering Through Read More
Credit View — May 22, 2025
Deferred Risk: The Rise of PIK Financing Read More
Market View — May 15, 2025
Dollar Signals and the Quality Bias Read More
Eyes on the Market — May 8, 2025
Eyes on the Market Q2 2025 Read More
FOMC Preview — May 1, 2025
Fed on Wait and Watch with Objectives in Conflict Read More
Housing View — April 25, 2025
The Housing Market Paradox Read More
Consumer View — April 17, 2025
Tariff Impacts on the Consumer Read More
Housing View — April 10, 2025
Tariff Impacts on Housing Read More
Market View — April 3, 2025
Tariffs Shock and Awe: Regime Change Read More