Rithm Property Trust Inc. held its fourth quarter 2025 earnings call with CEO Michael Nierenberg and CFO Nick Santoro. The company announced a reverse split of shares to attract more interest. They plan to recap the company for future earnings and dividend growth, aiming for $1.00-$1.70 per share and a 9% dividend yield. The company has a strong investment pipeline with $100 million in cash and liquidity.

They are focused on acquiring multifamily loans from their operating business, Genesis, to drive earnings growth. The company is externally managed by Rithm, with a team of real estate professionals supporting growth. Earnings were flat in Q4 2025, but the company is looking to grow through strategic acquisitions and recapitalization. They plan to be patient and wait for market stabilization.

Rithm Property Trust Inc. is looking to source loans from Genesis and third parties to grow their investment portfolio. They are cautious about credit quality and are focusing on higher-yielding repositioning loans. The company is considering acquiring licenses to become a Fannie/Freddie servicer or originator in the multifamily lending space. Their goal is to capture as much customer wallet share as possible for future growth.

Analysts suggest that Rithm Property Trust Inc. may not be one of the top stocks to buy now, based on the Motley Fool’s recommendations. Investors are advised to do their own research before making investment decisions. The company’s performance and potential growth will depend on their ability to execute their growth strategies and capitalize on market opportunities.

Read more at Yahoo Finance: Rithm Property Trust (RPT) Earnings Transcript