Starwood Property

Starwood Property Trust, Inc. engages in originating, acquiring, financing and managing commercial mortgage loans and other commercial real estate debt and equity investments. It operates through the following segments: Real Estate Commercial and Residential Lending, Real Estate Property, Infrastructure Lending and Real Estate Investing and Servicing. The Real Estate Commercial and Residential Lending segment includes commercial first and subordinated mortgages, mezzanine loans, preferred equity, certain residential mortgage loans, and other real estate debt investments. The Real Estate Property segment consists of acquisition and managing equity interests in stabilized commercial real estate properties, such as multi-family properties, that are held for investment. The Infrastructure Lending Segment engages primarily in originating, acquiring, financing and managing infrastructure debt investments. The Real Estate Investing and Servicing comprises servicing business that manages and works out problem assets, investment business that acquires and manages unrated, investment grade and non-investment grade, mortgage loan business which originates conduit loans for the purpose of selling loans into securitization transactions and an investment business that acquires commercial real estate assets. The company was founded on August 17, 2009, and is headquartered in Greenwich, CT.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Starwood Property Trust reports robust earnings amidst market challenges

Starwood Property Trust delivered strong earnings driven by new investments and segment contributions, showcasing growth and stability.
The company's focus on maintaining a strong balance sheet, low leverage, and dividend sustainability positions it well in volatile markets.
Challenges include market speculation, inflation concerns, and the need for stability driven by fundamentals in the market environment.
Opportunities lie in capital deployment, business expansion in loan workouts, and strategic initiatives to address market challenges and optimize performance.

Starwood Property Trust posts strong Q1 earnings amid market challenges

Starwood Property Trust's Q1 2023 performance reflects resilience amidst market challenges, with a focus on maintaining liquidity, asset quality, and revenue growth. Management's strategic outlook on asset diversification, reserve management, and market opportunities positions the company for long-term success.

Starwood Property Trust reports solid earnings and eyes growth opportunities

Starwood Property Trust delivered strong earnings and enhanced liquidity in Q2 2023, maintaining a conservative approach in a challenging economic environment.
While facing challenges such as CECL reserve increases and flat rental income, the company's strengths lie in its financial stability, lending capacity, and asset value growth.
Opportunities for growth include distress investments, revenue increases from maturing deals, and prospects in the multifamily sector, positioning the company for long-term success.

Starwood Property Trust reports robust Q3 earnings amidst real estate challenges

Starwood Property Trust delivered strong financial performance in Q3 2023, driven by key segments like Commercial and Residential Lending.
While facing challenges in various real estate sectors, the company remains optimistic about growth opportunities, especially in energy transition.
Maintaining a strong liquidity position and low leverage, Starwood Property Trust is strategically positioned to capitalize on market opportunities.
The launch of Starwood Solutions and focus on troubled assets reflect the company's proactive approach to enhancing its business.

Starwood Property Trust reports strong Q4 earnings and growth opportunities

Starwood Property Trust delivered strong financial performance in Q4 2023, with robust distributable earnings and consistent profitability across its segments. The company's strategic strengths lie in its diversified asset base, proactive risk management, and strong leadership vision.
While facing challenges related to industry maturities, asset management, and market conditions, Starwood Property Trust can leverage opportunities like rent growth, asset diversification, and international expansion to drive future growth and value creation.
Overall, Starwood Property Trust's Q4 earnings call reflects a resilient and forward-thinking company poised to navigate challenges, capitalize on opportunities, and drive sustainable growth in the real estate and lending sectors.

Starwood Property Trust reports robust Q1 earnings amidst economic uncertainties

Starwood Property Trust's Q1 2024 earnings call showcased strong financial performance, particularly in lending and property segments. Despite challenges from economic uncertainties and interest rate fluctuations, the company remains resilient and focused on optimizing opportunities for growth and stability.

Starwood Property Trust excels in Q2 earnings, poised for growth

Starwood Property Trust delivered a robust performance in Q2 2024, driven by strong earnings across key segments.
The company's solid liquidity position, recognized excellence, and proactive approach to market conditions position it well for future growth.
While challenges exist in managing risks and adapting to market changes, opportunities for expansion and revenue growth are evident.
Overall, Starwood Property Trust's performance, strengths, and strategic discussions reflect a resilient and forward-thinking financial outlook.

Starwood Property Trust reports robust Q3 earnings amidst CECL challenges

Starwood Property Trust delivered strong distributable earnings driven by key segments, despite challenges from higher CECL reserve.
Improved liquidity position and reduced debt leverage position the company well for future growth opportunities.
Effective management of CECL reserve and continued focus on revenue diversification are crucial for sustained performance.
Exploration of new markets and sustainable financing options can further enhance earnings potential and shareholder value.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Starwood Property Trust, Inc. engages in originating, acquiring, financing and managing commercial mortgage loans and other commercial real estate debt and equity investments. It operates through the following segments: Real Estate Commercial and Residential Lending, Infrastructure Lending, Real Estate Property, and Real Estate Investing and Servicing. The Real Estate Commercial and Residential Lending segment includes commercial first and subordinated mortgages, mezzanine loans, preferred equity, certain residential mortgage loans, and other real estate debt investments. The Infrastructure Lending segment is involved primarily in originating, acquiring, financing and managing infrastructure debt investments. The Real Estate Property segment consists of acquisition and managing equity interests in stabilized commercial real estate properties, such as multi-family properties, that are held for investment. The Real Estate Investing and Servicing segment provides businesses that manage and work out problem assets, investment businesses that acquire and manage unrated, investment grade and non-investment grade, mortgage loan businesses which originates conduit loans for the purpose of selling loans into securitization transactions and an investment business that acquires commercial real estate assets. The company was founded on August 17, 2009, and is headquartered in Greenwich, CT.

Ferguson Enterprises Inc

DURHAM, N.C. , March 28, 2023 /PRNewswire/ -- Higharc — the intelligent homebuilding platform for design, sales, and construction — today announced a strategic investment from Ferguson Ventures, the corporate venture capital arm of Ferguson and a controlled affiliate of Starwood Capital Group ("Starwood Capital"), a global private investment firm.

Ferguson and Starwood Capital Invest in Higharc to Accelerate Automation in Home Design and Construction

American Tower

Alexandria Real Estate Equities

Community Healthcare Trust

CTO Realty Growth

Gaming and Leisure Properties

Iron Mountain

Prologis

Chicago Atlantic Real Estate Finance

Rexford Industrial Realty

Vici Properties

As if concerns over banks' liquidity weren't enough to rattle investors, analysts have been raising concerns about the U.S. commercial real-estate market, especially for office buildings. Below is a screen of real-estate investment trusts that concentrate on commercial real estate, highlighting the 11 analysts expect to fare best through 2024.

Amid warnings for the sector, these 11 commercial REIT stocks are loved by analysts, who see upside of up to 47%

Citigroup

Equity Residential

Honda

LyondellBasell Industries

Pfizer

Verizon

For years, analysts and portfolio managers have anticipated the return of value stocks as the market has moved higher.

Why 7 ‘Strong Buy' Big-Dividend Value Stocks Can Weather the Ongoing Bear Market

Enbridge

JPMorgan Equity Premium Income ETF

Kinder Morgan

Medical Properties Trust

Schwab US Dividend Equity ETF

The Dividend Harvesting Portfolio is now generating $862.30 in annual dividends, yielding 8.51%. The Dividend Harvesting portfolio has a 70.09% record of finishing the week in the black since its inception, 75/107 weeks.

Dividend Harvesting Portfolio Week 107: $10,700 Allocated, $862.30 In Projected Dividends

Starwood Property is a well-diversified commercial mortgage REIT with robust capital deployments. Management has been proactively shifting the commercial loan portfolio towards defensive property types.

Starwood Property: Big Discount And 11% Yield Thanks To The Market

GREENWICH, Conn. , March 16, 2023 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced that the Company's Board of Directors has declared a dividend of $0.48 per share of common stock for the quarter ending March 31, 2023.

Starwood Property Trust Announces $0.48 Per Share Dividend for First Quarter 2023

Broadmark Realty Capital Inc.

BrightSpire Capital

Blackstone Group

For most banks and commercial mortgage REITs, higher interest rates are good news because they get paid more interest on their loans. This was not the case for SVB because so many of its assets were tied up in long-duration bonds, which saw their market value fall as rates went up.

4 High Yielding REITs We're Buying Amid SVB Meltdown

AFC Gamma

Apartment Income REIT Corp

Ladder Capital

PotlatchDeltic

Piedmont Office Realty Trust

Alpine Income Property Trust

With market uncertainty weighing on investor sentiment, market participants may want to concentrate on high-potential real estate investment trusts or REITs to buy. Primarily, this financial vehicle attracts buyers due to their typically strong yields.

7 REITs to Buy for March 2023

Starwood Property stock is on a remarkable rebound from its October lows, as buyers bought its significant dips convincingly. Despite last week's cautious guidance at its earnings conference, buyers remained steadfast in their defense of the pullback, refusing to be deterred.

Starwood Property: Load Up On The Dip

Starwood Property earned its dividend with distributable earnings in the December quarter. The portfolio is diversified and offers passive income investors interest upside.

Starwood Property: You Can Now Get A 10% Yield Again

Autoliv

Aramark

Atlantic Union Bankshares Corp

Axalta Coating Systems

Dycom Industries

Fair Isaac

Franklin Street Properties Corp.

Granite Point Mortgage Trust

Hanesbrands

Hilton Grand Vacations

Hersha Hospitality Trust Class A

JBG SMITH Properties

Kennametal

Kennedy-Wilson Holdings

Lumen Technologies

NexTier Oilfield Solutions Inc

Pebblebrook Hotel Trust

Park Electrochemical

Radian Group

SL Green Realty

S&P Global

Unisys

US Foods Holding

Valaris Ltd

NEW YORK , March 3, 2023 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400 and S&P SmallCap 600 indices effective prior to the open of trading on Monday, March 20, to coincide with the quarterly rebalance. The changes are being made to ensure each index is more representative of its market capitalization range.

Fair Isaac & Co. Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

The following slide deck was published by Starwood Property Trust, Inc. in conjunction with their 2022 Q4 earnings call.

Starwood Property Trust, Inc. 2022 Q4 - Results - Earnings Call Presentation

Starwood Property Trust, Inc. (NYSE:STWD ) Q4 2022 Earnings Conference Call March 1, 2023 10:00 AM ET Company Participants Zach Tanenbaum - Head, Investor Relations Barry Sternlicht - Chairman and Chief Executive Officer Jeff DiModica - President Rina Paniry - Chief Financial Officer Andrew Sossen - Chief Operating Officer Conference Call Participants Doug Harter - Credit Suisse Stephen Laws - Raymond James Jade Rahmani - KBW Don Fandetti - Wells Fargo Operator Greetings and welcome to the Starwood Property Trust Fourth Quarter and Full Year 2022 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

Starwood Property Trust, Inc. (STWD) Q4 2022 Earnings Call Transcript

Starwood Property Trust (STWD) delivered earnings and revenue surprises of 0% and 1.86%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Starwood Property Trust (STWD) Meets Q4 Earnings Estimates

– Quarterly GAAP Earnings of $0.44 and Distributable Earnings (DE) of $0.50 per Diluted Share – – Undepreciated Book Value Per Share Increased $0.96 Year-over-Year to $21.70 – – $10.7 Billion of Investment Activity in 2022, Including $5.3 Billion in CRE Lending – – $1.2 Billion of Investment Activity in the Fourth Quarter – – Largest Commercial Mortgage REIT Balance Sheet with Total Assets of $28.3 Billion – – Liquidity of $1.1 Billion – – Paid Dividend of $0.48 per Share – GREENWICH, Conn. , March 1, 2023 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter and year ended December 31, 2022.

Starwood Property Trust Reports Results for the Quarter and Year Ended December 31, 2022

Blackstone Mortgage Trust

Boston Properties

Having lived through the “great one” (in 2008), you should know that my risk tolerance level is much different than other analysts or investors. You're seeing these picks below from the eyes of an experienced battle-tested real estate investor.

3 High-Yielding REITs: Through The Eyes Of A Tiger

Starwood Property Trust is a multi-cylinder commercial mortgage REIT with different lines of business. It has strong portfolio metrics and management is pivoting towards safer asset classes such as multifamily.

Starwood Property: Back In Value Zone

Starwood Property Trust (STWD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Starwood Property Trust (STWD) to Report a Decline in Earnings: What to Look Out for

With so much uncertainty in the market, investors may want to allocate towards income generating assets that pay them real cash. In this article, I highlight two such picks that are well diversified from one another.

2 High Yields: A Bird In Hand Is Worth Two In The Bush

Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. The mREIT offers a very nice dividend yield of close to 10%.

Starwood Property Trust: Buy This 10% Yielder

Sachem Capital

TPG RE Finance Trust

I maintain around 10% of my overall REIT exposure in commercial mREITs. This has been a terrific blueprint for me because I can enhance my overall portfolio yield.

Potentially 4X Your Income With These High-Yielding REITs

Focused Investment Strategy to Provide Enhanced Access to Capital to Diverse and Women-Owned Real Estate Managers MIAMI , Feb. 1, 2023 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a global private investment firm with a primary focus on real estate, today announced the launch of Starwood Impact Investors ("SII"), a return-driven strategy that seeks to invest in real estate opportunities controlled by women and diverse owners and operators across the United States. SII is a platform that aims to empower underrepresented partners in the real estate industry by providing them with access to capital.

Starwood Capital Group Launches Starwood Impact Investors

Traveler-Focused Platform to Develop Branded Hotels Focused on Serving the Growing Market for Affordable and Authentic Outdoor Experiences MIAMI and NASHVILLE, Tenn. , Jan. 31, 2023 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a private investment firm with a primary focus on global real estate, and Adventurous Journeys Capital Partners ("AJ Capital"), a dynamic real estate and hospitality company, today announced the launch of Field & Stream Lodge Co. ("Field & Stream"), a branded hospitality platform aiming to create modern and affordable lifestyle lodging across the United States.

Starwood Capital Group and AJ Capital Partners Launch Field & Stream Lodge Co. Hospitality Platform

GREENWICH, Conn. , Jan. 26, 2023 /PRNewswire/ -- Starwood Property Trust (NYSE: STWD) today announced that the Company will release its fourth quarter and full year 2022 financial results on Wednesday, March 1, 2023 before the opening of trading on the New York Stock Exchange.

Starwood Property Trust Announces Date for Fourth Quarter and Full Year 2022 Earnings Release and Conference Call

APA Corporation

CubeSmart

EPR Properties

Hancock Whitney Corp.

Marathon Petroleum

Williams

All the Wall Street firms that we follow here at 24/7 Wall St. keep a list for their institutional and high-net-worth retail clients of high-conviction stock picks.

7 Strong Buy Raymond James ‘Analyst Current Favorite' Stocks Have Big Upside and Big Dividends

News for Starwood Property Stock (STWD)