Rithm Property Trust (RPT)
NYSE:RPT
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.06Last Year’s EPS
0Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call emphasized material operational progress: a cleaned balance sheet, meaningful G&A cuts (~54%), maintained dividend (10.8% yield), a ~$2 billion pipeline, and strong growth prospects from the Genesis platform. However, near-term financial results were slightly negative (GAAP −$3.2M; EAD −$0.3M), the company remains small relative to target opportunities, and management is intentionally holding cash while seeking accretive deals—creating short-term inactivity and potential dilution risks if capital is raised. Overall, the tone is cautiously constructive: operationally improved and well-positioned, but constrained by scale and selective deployment timing.Company Guidance
Cleaned Balance Sheet and Liquidity Position
Cash and liquidity just under $100 million; balance sheet described as "extremely clean" with no problem loans; commercial real estate portfolio ~ $236 million and total equity ~ $287 million.
G&A Reduction
General & administrative expenses reduced from ~$65 million to ~$30 million, a reduction of ~54%, improving operating flexibility.
Continued Dividend with High Yield
Quarterly dividend paid $0.36 per diluted share, representing ~10.8% yield based on current trading levels; management committed to continuing the dividend.
Strategic Repositioning Toward CRE and Opportunistic Investing
Company repositioned from residential to commercial exposures since 2024; pipeline remains robust at roughly $2 billion and management is prioritizing higher-yielding CRE debt and multifamily opportunities.
Paramount Investment and Accretion Potential
Deployed $50 million of equity alongside Rithm in the Paramount transaction (closed Dec 2025); initial quarter contribution flat but expected to accrete and ramp up over time with lease-up and refinancing activities.
Strong Growth at Genesis Platform
Genesis production scaled from ~ $1.7 billion historically to an expected $6–7 billion this year (+~250%–310%); EBITDA expected to rise from ~$40 million to $150–200 million (+275%–400%+), providing a growing earnings feeder and securitization/flow opportunities.
Tactical Portfolio Moves
Sold down some levered AAA CMBS and CRE floaters to create liquidity; levered AAA CMBS currently yielding ~10%, and management is selectively harvesting proceeds to redeploy into higher-yielding opportunities or buybacks/M&A if accretive.
RPT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RPT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | $14.47 | $14.43 | -0.28% |
Feb 13, 2026 | $14.98 | $14.71 | -1.80% |
Oct 31, 2025 | $14.16 | $15.31 | +8.10% |
Jul 24, 2025 | $14.96 | $14.96 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rithm Property Trust (RPT) report earnings?
Rithm Property Trust (RPT) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Rithm Property Trust (RPT) earnings time?
Rithm Property Trust (RPT) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RPT EPS forecast?
RPT EPS forecast for the fiscal quarter 2026 (Q2) is -0.06.