How Recent Analyst Targets Are Rewriting The Rithm Property Trust (RPT) Investment Story
January 10, 2026
Analysts have refreshed their view on Rithm Property Trust, with a fair value estimate that moved from about US$3.50 to roughly US$22.00 per share, and a modest tweak to the discount rate input from around 9.14% to about 9.17% in their models. At the same time, the revenue growth assumption shifted from a very large figure of roughly 142.44% to around 54.36%. Analysts describe this as tying the new price target more closely to updated earnings power and valuation work that supports a US$22 to US$24 range. As you read on, you will see how this refreshed target range is shaping the current story around the stock and how you can keep on top of future changes to that narrative.
Stay updated as the Fair Value for Rithm Property Trust shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Rithm Property Trust.
š Bullish Takeaways
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Compass Point has initiated coverage on Rithm Property Trust with a Buy rating, signaling a constructive stance on the companyās setup and execution at this stage.
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The firm set a US$24 price target, which sits at the upper end of the recently discussed US$22 to US$24 range. This reinforces the view that analysts see support for that valuation band based on their models.
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By highlighting a Buy rating alongside that US$24 target, Compass Point is effectively rewarding Rithm Property Trust for what it views as earnings power that fits with the refreshed fair value work around the stock.
š» Bearish Takeaways
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There is limited explicitly bearish commentary in the recent research. The available Compass Point note does not spell out detailed reservations around valuation, execution quality, or near term risks.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
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Rithm Property Trust filed two Articles of Amendment in Maryland on December 30, 2025 to implement a 1 for 6 reverse stock split of its common stock. The plan includes cash payments for fractional shares and a temporary increase in par value per share to US$0.06, followed by a return to US$0.01 per share immediately after the first amendment became effective.
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The company disclosed a 1 for 5.99988 stock split or significant stock dividend dated December 31, 2025, which aligns with the reverse split mechanics described in the charter amendments and clarifies how the share count and per share figures will be adjusted.
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In a buyback tranche update for the period from July 1, 2025 to September 30, 2025, Rithm Property Trust reported no share repurchases during that window, while confirming that it has completed repurchasing 525,039 shares in total, representing 2.27% of shares for US$5.1m under the buyback first announced on March 3, 2020.
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Fair Value: The analyst fair value estimate moved from about US$3.50 to roughly US$22.00 per share. This points to a materially higher assessed valuation range than before, based on the updated modeling inputs.
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Discount Rate: The discount rate used in the models shifted slightly from about 9.14% to roughly 9.17%. This reflects only a very small adjustment to the assumed cost of capital that underpins the valuation work.
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Revenue Growth: The revenue growth input in the models moved from a very large figure of about 142.44% to roughly 54.36%. The refreshed analysis is therefore using a more moderate growth assumption.
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Net Profit Margin: The net profit margin assumption moved from about 19.79% to roughly 54.68%. This indicates a much higher level of modeled profitability in the latest set of assumptions.
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Future P/E: The future P/E multiple used in the analysis changed from around 13.26x to about 7.61x. This points to a lower valuation multiple being applied to the updated earnings assumptions.
Narratives on Simply Wall St let you connect the story you see for a company with the numbers you expect, such as future revenue, earnings, margins and fair value. Each Narrative ties a clear thesis about the business to a forecast and a fair value, then compares that to the current share price. They live on the Community page, are easy to follow, and update automatically when new news or earnings arrive, helping you decide if and when a buy or sell might make sense for you.
If you want the full story behind the latest fair value work on Rithm Property Trust, start with the original Narrative.
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How commercial real estate trends, a US$2b investment pipeline and housing undersupply are linked to the revenue and earnings assumptions for Rithm Property Trust.
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Why the Narrative connects internal management, non dilutive capital plans and balance sheet clean up to higher modeled profit margins and a future P/E of about 7.61x.
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Which risks around scale, funding and commercial real estate concentration could challenge the thesis and the current fair value estimate of roughly US$22.00 per share.
Follow the full Rithm Property Trust Narrative on Simply Wall St here, and see how other investors are thinking about the stock: RPT: Higher Earnings Power And Reverse Split Will Support Re Rating.
Curious how numbers become stories that shape markets? Explore Community Narratives
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include RPT.
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