I am heavily invested in $NRZ and am planning to sell 25% of it and invest in the businesses I like the most like $COST. Here are my assumptions for the $NRZ investment that the price will be up to $15-$17:
There was dividend cut during COVID last year by 90%
Dividend will be reinstated to $0.5 per share (they have money to do so) - it has been reinstated to 50% of pre-COVID i.e. $0.25