#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

From Insightful Investor by Alex Shahidi

April 28, 2026 · 42 min · Episode 120

About this episode

Michael Nierenberg discusses Rithm Capital's evolution beyond its REIT roots and insights on various investment strategies.

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset‑based finance, and housing as investors search for yield. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has…

People in this episode

Host: Alex Shahidi

Guest: Michael Nierenberg

Topics covered

  • asset management
  • REIT evolution
  • public and private markets
  • credit
  • commercial real estate
  • housing
  • investment strategies

Keywords

  • Rithm Capital
  • asset management
  • REIT
  • commercial real estate
  • credit
  • housing
  • investment
  • yield

Mentioned in this episode

Organizations: Rithm Capital, MAI Capital Management, LLC, Evoke Advisors Division of MAI Capital Management, LLC

Places: U.S.

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