Business Segments · Portfolio Management Costs

Legacy Investments — Portfolio Management Costs

Redwood Trust Legacy Investments — Portfolio Management Costs increased by 128.7% to $4.55M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.6%, from $4.43M to $4.55M. Over 2 years (FY 2023 to FY 2025), Legacy Investments — Portfolio Management Costs shows an upward trend with a 42.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ1 2023
Last reportedQ1 2026May 7, 2026

How to read this metric

Rising costs may indicate increased complexity or labor-intensive asset management, while stable costs suggest efficient portfolio maintenance.

Detailed definition

Direct costs associated with the active management, monitoring, and servicing of the legacy investment portfolio. This r...

Peer comparison

Similar to 'Asset Management Fees' or 'Portfolio Servicing Costs' in investment management.

Metric ID: rwt_segment_legacy_investments_portfolio_management_costs

Historical Data

13 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$2.12M$2.12M$2.12M$2.12M$2.58M$3.64M$4.79M$4.00M$4.43M$7.43M$3.43M$1.99M$4.55M
QoQ Change+0.0%+0.0%+0.0%+21.7%+40.9%+31.5%-16.4%+10.7%+67.8%-53.9%-42.0%+128.7%
YoY Change+21.7%+71.5%+125.7%+88.6%+71.5%+104.1%-28.5%-50.3%+2.6%
Range$1.99M$7.43M
CAGR+28.9%
Avg YoY Growth+45.2%
Median YoY Growth+71.5%

Frequently Asked Questions

What is Redwood Trust's legacy investments — portfolio management costs?
Redwood Trust (RWT) reported legacy investments — portfolio management costs of $4.55M in Q1 2026.
How has Redwood Trust's legacy investments — portfolio management costs changed year-over-year?
Redwood Trust's legacy investments — portfolio management costs increased by 2.6% year-over-year, from $4.43M to $4.55M.
What is the long-term trend for Redwood Trust's legacy investments — portfolio management costs?
Over 2 years (2023 to 2025), Redwood Trust's legacy investments — portfolio management costs has grown at a 42.6% compound annual growth rate (CAGR), from $8.49M to $17.28M.
What does legacy investments — portfolio management costs mean?
Costs related to managing and servicing the legacy investment portfolio.