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Ready Capital: 3 Key Takeaways for Long-Term Investors

Management has stopped selling distressed commercial real estate loans at steep discounts and is now working to stabilize nonperforming loans and foreclosed properties first.

  • Ready Capital shifted from defensive cash conservation to earnings recovery.
  • SBA 7(a) program originations rose 33% to $109 million.
  • Management focuses on stabilizing nonperforming loans and REO properties.

Howard Hughes: 3 Key Takeaways for Long-Term Investors

Management's plan to lift return on equity hinges on moving capital out of commercial buildings and into insurance, a shift still being tested.

  • Howard Hughes shifting to asset-light real estate model
  • CEO David R. O'Reilly emphasizes scarcity and demand
  • Residential land price increased 18% year-over-year

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