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Dec 31, 2023

NRZ Q4 2023 Earnings Report

Rithm Capital reported a net loss and earnings available for distribution, completed the acquisition of Sculptor Capital, and continued to execute its growth strategy.

Key Takeaways

Rithm Capital Corp. reported a GAAP net loss of ($87.5) million, or ($0.18) per diluted common share, and earnings available for distribution of $247.4 million, or $0.51 per diluted common share for the fourth quarter ended December 31, 2023. The company closed its acquisition of Sculptor Capital and continued to focus on its transformation into a global asset manager.

GAAP net loss of ($87.5) million, or ($0.18) per diluted common share.

Earnings available for distribution of $247.4 million, or $0.51 per diluted common share.

Completed acquisition of Sculptor Capital Management.

MSR portfolio totaled $590 billion in unpaid principal balance.

Total Revenue
$780M
Previous year: $762M
+2.3%
EPS
$0.51
Previous year: $0.33
+54.5%
Origination UPB
$8.9B
Previous year: $7.9B
+12.7%
Servicing Portfolio UPB
$590B
Previous year: $609B
-3.1%
Gross Profit
$887M
Previous year: $762M
+16.4%
Cash and Equivalents
$1.29B
Previous year: $1.34B
-3.7%
Total Assets
$35.3B
Previous year: $32.5B
+8.7%

NRZ

NRZ

Forward Guidance

Rithm Capital anticipates closing the acquisition of Specialized Loan Servicing in Q1 2024, subject to customary closing conditions and approvals.