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Assets by Segment
Breaks down the company’s assets across business lines, revealing where capital and lending are concentrated and which areas are expanding the balance sheet. Large shifts can signal strategic change, concentration risk, or differing capital and return profiles.The company has materially reallocated assets away from legacy/corporate buckets into operating platforms—Redwood Investments and mortgage‑banking (Sequoia/CoreVest) now dominate the balance sheet, reflecting the push into originations, securitization and high‑turn lending (loans on balance sheet ~35 days). That mix explains the improved returns and capital velocity management highlighted on the call, but the mid‑2025 legacy reclassification and remaining concentrated legacy loans mean wind‑down risk persists and growth hinges on securitization/warehouse markets and callable financing execution.
Date | Corporate & Other | Legacy Investments | Sequoia Mortgage Banking | Core Vest Mortgage Banking | Redwood Investments | Aspire |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $188.27M | $915.57M | $2.24B | $320.66M | $24.32B | $835.23M |
Mar 31, 2026 | $172.70M | $945.02M | $2.57B | $329.33M | $21.90B | $891.54M |
Dec 31, 2025 | $334.80M | $942.47M | $3.32B | $357.99M | $18.74B | $0.00 |
Sep 30, 2025 | $335.78M | $2.31B | $2.66B | $393.79M | $16.91B | $0.00 |
Jun 30, 2025 | $406.07M | $2.95B | $1.69B | $301.74M | $15.98B | $0.00 |
Mar 31, 2025 | $366.72M | $0.00 | $1.56B | $343.99M | $17.60B | $0.00 |
Dec 31, 2024 | $333.66M | $0.00 | $1.23B | $334.53M | $16.36B | $0.00 |
Sep 30, 2024 | $375.46M | $0.00 | $1.54B | $357.43M | $16.15B | $0.00 |
Jun 30, 2024 | $362.93M | $0.00 | $1.11B | $371.88M | $14.65B | $0.00 |
Mar 31, 2024 | $520.03M | $0.00 | $594.84M | $383.09M | $13.56B | $0.00 |