Skip to content

The Rithm Investment Portfolio

Our highly-disciplined, opportunistic investment strategy is designed to drive robust returns for our investors—across changing market conditions.

Asset Classes We Invest In

We invest across a wide range of real estate and financial services assets, seeking to generate maximum long-term value while maintaining a rigorous risk management approach.

Residential Mortgage Loans

Residential real estate loans, including Agency, Non-Agency, Non-QM, and Scratch & Dent.

Consumer Loans

Unsecured consumer loans and loans backed by household debt (e.g., auto loans, credit cards, personal installment loans).

Mortgage Servicing Rights

MSRs originated organically by Rithm operating companies and opportunistic acquisitions from third-parties.

Single-Family Rental

Sourcing, acquisition, renovation, and lease-up of properties across various markets in the U.S.

Business Purpose Loans

Sourcing and acquisition of construction, bridge, and fix-and-flip loans.

Commercial Real Estate

Focus on opportunistic credit and distressed situations across real estate asset classes, and strategic equity investments in development or assets requiring repositioning.

Secured Lending & Structured Products

Loans and securities backed by residential and commercial real estate, single-family rental, transitional loans, and asset backed securities.

Portfolio Summary

$35B

Assets

$7.0B

Total Equity

$11.90

Book Value (Q4'23)(1)

9.4%

Dividend Yield (Q4'23)(2)

$5.0B

Total Dividends

~$33B

AUM

  1. Data based on 483,226, 239 basic shares outstanding as of Q4’23 financial reporting period ending December 31, 2023
  2. Dividend Yield based on Rithm common stock closing price of $10.68 on December 29, 2023 and annualized dividend based on a $0.25 per common share quarterly dividend.
Portfolio Summary pie chart Portfolio Summary pie chart
$7.0B
Total equity by segment
$3,518M
Origination & Servicing
$2,970M
Investment Portfolio
$632M
Asset Management
$618M
Mortgage Loans Receivable
$7.0B
Total equity by segment
$3,518M
Origination & Servicing
$2,970M
Investment Portfolio
$632M
Asset Management
$618M
Mortgage Loans Receivable

Our Family Of Operating Companies

We own and actively manage an ecosystem of complementary businesses that benefit from coordination on strategy, execution, market insights, and risk management.

Lending & Servicing

National Mortgage Lender

Newrez is licensed to lend in 50 states, DC, and select US territories, focusing on offering a wide range of industry-leading residential mortgage products and providing best-in-class mortgage loan servicing by blending human interaction and the benefits of technology.

Visit site

National Mortgage Servicer

Shellpoint is the servicing division of Newrez, and has grown to become one of the nation's largest non-bank mortgage servicers. On behalf of lender and investor clients, the company collects principal, interest, and escrow payments from homeowners nationwide.

Visit site

Business Purpose Lender

Genesis Capital provides innovative debt solutions to professional real estate developers for new acquisition, fix and flip, new construction, and rental hold projects across the residential spectrum.

Visit site

Real Estate Services

Field & Property Services

Guardian is a leading national provider of field services and property management to government agencies, financial institutions, and asset management firms.

Visit site

Title Insurance Agency

Avenue 365 Lender Services is a customer-focused, technology-inspired national title insurance and settlement services provider with an unwavering commitment to offering every consumer, originator, and lender an unparalleled experience.

Visit site

Appraisal Management Company

eStreet oversees and manages a network of certified and licensed appraisers to fulfill real estate appraisal assignments. They are committed to providing exceptional customer service while maintaining absolute regulatory compliance.

Visit site

Real Estate Investing

Single-Family Rental Company

Adoor is a single-family rental (SFR) company looking to transform the way SFR acquisition, construction, and management is done. We own and manage a portfolio of rental homes across the United States.

Visit site

Commercial Real Estate Investment Firm

GreenBarn is a vertically integrated firm that utilizes its extensive network and industry experience to target a broad range of commercial real estate equity and debt opportunities across the capital structure.

Visit site

Asset Management

Global Alternative Asset Manager

Sculptor is a leading global alternative asset manager built to capitalize on a wide spectrum of market opportunities through deep expertise, swift action and an open, best idea culture.

Visit site

Expanding Our Investment Platform

Our experienced team is building out Rithm's private capital business to drive a new era of company growth.