RITM
REIT - Mortgage · Real Estate
Analyst
Wedbush
Equibles does not estimate personal net worth.
Henry Coffey is recorded as Analyst at Wedbush. Henry Coffey has spoken on 9 earnings calls across 6 companies, most recently for Burford Capital Ltd on November 4, 2026. Those appearances were for Rithm Capital Corp. (RITM), Rithm Property Trust Inc. (RPT), Walker & Dunlop, Inc. (WD), Burford Capital Ltd (BUR), Gladstone Investment Corporation\De (GAIN) and 1 other company. The companies whose calls Henry Coffey spoke on are classified in the Real Estate and Financial Services sectors.
“I was trying to straighten out some of the moving parts. You were talking about the cash-related expenditures, and you said there was a reversal in there?”
“First, kind of talking about investment. The mortgage REIT sector, particularly the commercial REIT sector, has gotten absolutely clobbered. I know you're frustrated with your own valuation, but it's really ugly out there.”
“Most of what I'm going to ask is going to make me look stupid, but that's good. Could you go through the whole true-up of the unrealized depreciation and the realized loss and how that plays out?”
“The flip side to the complexity issue, and we've all talked about that a lot, is that there's always one business that does well and another that maybe doesn't do so well.”
“Obviously, actually a lot of progress in here, and you can cut your losses. And if we go with Nick's comments, we're almost at the point of break-even on an EAP basis.”
Wedbush
Analyst
Source not stated
RITM
REIT - Mortgage · Real Estate
Mortgage Finance · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
Banks - Regional · Financial Services