Henry Coffey

Equity Research Analyst

(213) 688-8000
142 W. 57th Street
12th Floor
New York, NY 10019

AREA OF FOCUS

Specialty Finance

ANALYST BIOGRAPHY

Henry has been a Wall Street analyst for over 30 years. His primary focus in recent years has been on housing finance and his work touches on all aspects of the “dwelling” equation, including mortgage REITs, specialty property REITs, and mortgage originators.

In the mid-1990’s, after eight years covering SE banks, he added BDCs to his research focus and his coverage in this sector includes management teams from them. Because of his success, The Wall Street Journal cited him in their Best on the Street Survey. Henry received his MBA from the A.B. Freeman School of Business at Tulane University, and is a CFA Charterholder.

ANALYST EDGE

Henry’s Edge: Involves the use of historical perspectives along with forward-thinking approach, to advise and analyze companies such as Ellie Mae (ELLI), Lending Club (LC), Navient Corp. (NAVI), and more. He excels through regulatory matters, especially ones related to topics concerning the CFPB, and his strengths include issues regarding mortgage, consumer, and auto lending.

COMPANIES UNDER COVERAGE

  • Federal Home Loan Mortgage Corporation (FMCC)
  • Federal National Mortgage Association (FNMA)
  • Rithm Capital Corp. (RITM)
  • Rithm Property Trust (RPT)