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New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029 (NYMTI)
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Upturn Advisory Summary
10/31/2025: NYMTI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 8.68% | Avg. Invested days 129 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.97 | 52 Weeks Range 22.44 - 24.73 | Updated Date 06/29/2025 |
52 Weeks Range 22.44 - 24.73 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.08% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -75.88% | Operating Margin (TTM) -98.76% |
Management Effectiveness
Return on Assets (TTM) -2.53% | Return on Equity (TTM) -10.29% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 89757188 |
Shares Outstanding - | Shares Floating 89757188 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029
Company Overview
History and Background
New York Mortgage Trust (NYMT) was founded in 2003 and is a real estate investment trust (REIT) focused on acquiring, investing in, and managing mortgage-related assets and financial assets. The 9.125% Senior Notes due 2029 are debt instruments issued by NYMT to raise capital.
Core Business Areas
- Residential Loans: Investing in and managing residential mortgage loans, including both performing and non-performing loans.
- Multi-Family: Originating and investing in multi-family loans.
- SFR: Investing in single family rental properties
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives responsible for setting the company's strategic direction and overseeing its operations. NYMT operates as a REIT, structured with a board of directors and various committees overseeing risk management and compliance.
Top Products and Market Share
Key Offerings
- Residential Mortgage Loans: Acquiring, investing in, and managing residential mortgage loans. No specific market share data available. Competitors include other REITs focused on residential mortgage lending.
- Multi-family loans: Originating and investing in multi-family loans, offering a diversified portfolio to investors. No specific market share data available. Competitors include commercial mortgage REITs and banks.
- SFR: Investing in single family rental properties. No specific market share data available. Competitors include Invitation Homes and American Homes 4 Rent.
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, economic conditions, and housing market trends. Fluctuations in these factors can impact profitability and investment strategies.
Positioning
NYMT is positioned as a diversified mortgage REIT with a focus on both residential and commercial mortgage-related assets. It seeks to generate attractive risk-adjusted returns for its investors.
Total Addressable Market (TAM)
The TAM for mortgage-related assets is very large and difficult to estimate precisely, depending on the scope of residential, commercial, and agency vs. non-agency mortgages. NYMT is positioned to capture a segment of this TAM through strategic investments.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Strong capital base
- Access to capital markets
Weaknesses
- Sensitivity to interest rate changes
- Credit risk associated with mortgage loans
- Reliance on external financing
- Complex regulatory environment
Opportunities
- Growth in the housing market
- Increasing demand for commercial real estate financing
- Expansion into new investment strategies
- Favorable regulatory changes
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Unfavorable regulatory changes
Competitors and Market Share
Key Competitors
- AGNC Investment Corp. (AGNC)
- Annaly Capital Management, Inc. (NLY)
- Starwood Property Trust, Inc. (STWD)
Competitive Landscape
NYMT competes with other mortgage REITs and financial institutions for investment opportunities and capital. Its competitive advantages include its investment expertise and access to capital.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on their investment strategies and macroeconomic factors.
Future Projections: Future projections depend on analyst estimates and company guidance. Check with analyst reports for this information.
Recent Initiatives: Recent initiatives could include new investment strategies or portfolio adjustments.
Summary
New York Mortgage Trust's 9.125% Senior Notes due 2029 offer a fixed income stream, but the company is subject to interest rate and credit risk. A diversified portfolio and experienced management are strengths. Monitoring economic conditions and regulatory changes is important. Growth is dependent on investment strategy and market conditions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2024-07-01 | CEO & Director Mr. Jason T. Serrano | ||
Sector - | Industry - | Full time employees 81 | Website https://www.nymtrust.com |
Full time employees 81 | Website https://www.nymtrust.com | ||
New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. Its targeted investments include residential loans, including business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; non-agency residential mortgage-backed securities (RMBS); agency RMBS; commercial mortgage-backed securities (CMBS); single-family rental properties; and other mortgage, residential housing, and credit-related assets. The company also qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. New York Mortgage Trust, Inc. was incorporated in 2003 and is headquartered in New York, New York.
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