RI
RITM
RITM What Rithm Capital promised, and what happened
Guidance
What management said, and what became of it
6 of 6 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Newrez full-year funded origination volume growth | Full-year 2026 origination growth of approximately 10% versus 2025's $63 billion | Dec 2025 | This year, we project to originate about $65 billion in mortgage loans. | Revised Down |
| 1301 Avenue of the Americas JV partner closing | Close a third-party JV partnership on the 1301 Avenue of the Americas asset by the end of Q3 2026 | Jun 2026 | We are currently -- we went out with 13016 Avenue, we have an LOI, we're finalizing some documents. We'll likely have a partner on that asset that will probably close by the end of Q3. | New |
The full ledger
Open Rithm Capital’s full ledger
A free account opens 5 company ledgers a month. All 15 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 15 tracked commitments for Rithm Capital
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.