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Timothy D'Agostino

Research Analyst at B. Riley Securities

Timothy D'Agostino is an Equity Research Associate at B. Riley Securities, specializing in real estate and mortgage finance sector coverage. He actively covers companies such as RPT Realty, Cherry Hill Mortgage, and New York Mortgage Trust, contributing to earnings calls and analytical research. D'Agostino began his equity research career with B. Riley and has gained experience through direct engagement with management teams and institutional clients since at least 2023. He holds FINRA registration and maintains securities licenses required for research analysts, reflecting established industry credentials.

Timothy D'Agostino's questions to Cherry Hill Mortgage Investment (CHMI) leadership

Timothy D'Agostino's questions to Cherry Hill Mortgage Investment (CHMI) leadership • Q2 2025

Question

Timothy D'Agostino, on behalf of Randy Binner, inquired about the drivers behind lower-than-expected servicing costs and the company's outlook on financial leverage for the remainder of 2025.

Answer

An executive attributed lower servicing costs to the resolution of deboarding fees related to the Mr. Cooper acquisition and a declining loan count. Chief Investment Officer Julian Evans added that leverage is expected to 'creep up' through the end of the year, as a potentially more accommodative Fed policy would make spread assets more attractive.

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Timothy D'Agostino's questions to ONITY GROUP (ONIT) leadership

Timothy D'Agostino's questions to ONITY GROUP (ONIT) leadership • Q2 2025

Question

Timothy D'Agostino, on behalf of Randy Binner from B. Riley Securities, inquired about the company's perspective on M&A activity within the mortgage servicing sector, especially in contrast to recent origination-focused transactions in the industry.

Answer

CEO, President & Chair Glen Messina responded that M&A in the servicing sector is a trade-off against acquiring assets in the bulk market. He suggested that as long as the bulk MSR market remains robust, it will be the preferred channel for growth. However, if that supply diminishes while demand for servicing assets remains high, M&A activity on the servicing side could increase.

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Timothy D'Agostino's questions to NYMT leadership

Timothy D'Agostino's questions to NYMT leadership • Q1 2025

Question

Timothy D'Agostino of B. Riley Securities, on behalf of Randy Binner, asked for management's perspective on the potential impact of Government-Sponsored Enterprise (GSE) reform on NYMT's business and the broader mortgage market.

Answer

CEO Jason Serrano explained that NYMT's credit investments are primarily outside the GSE landscape. He stated that while significant GSE reform could increase mortgage rates, he does not see it as a near- or medium-term risk, noting the transition would likely take years and is not expected under the current or a potential new administration.

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