STWD Stock Recent News

Starwood Property's Q2 distributable earnings fell short of covering its $0.48 dividend for the second consecutive quarter, highlighting deteriorating dividend coverage. Earnings from commercial and residential lending declined 16% year-over-year, and dividend coverage dropped to 90%, raising concerns over sustainability. High non-accruals in Starwood Property's core commercial and residential lending segment are a drag on the REIT's financial performance.

STWD stock rises 1.9% as Q2 earnings beat estimates, due to lower expenses despite revenue and BVPS declines.

Starwood Property Trust, Inc. (NYSE:STWD ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Barry Stuart Sternlicht - CEO & Non-Independent Executive Chairman of the Board Jeffrey F. DiModica - President Rina Paniry - CFO, Treasurer, Principal Financial Officer & Chief Accounting Officer Sean Murdock - President of Starwood Infrastructure Finance—Starwood Property Trust Zachary H.

– Quarterly GAAP Earnings of $0.38 and Distributable Earnings (DE) of $0.43 per Diluted Share – – Invested $3.2 Billion in the Quarter and $5.5 Billion in the 6 Months, Surpassing 2024 CapitalDeployment – – LNR's Commercial Special Servicer Ratings of CSS1 and CS1 (Highest Ratings Possible) Reaffirmed by Fitch and Morningstar DBRS – – Awarded Nareit Gold Investor CARE Award for 9th Time in 11 Years – – Paid Dividend of $0.48 per Share for Q2 and Declared $0.48 Dividend for Q3 – – Acquired Fundamental Income Properties, a $2.2 Billion Fully Integrated Net Lease Real EstateOperating Platform and Owned Portfolio – MIAMI BEACH, Fla. , Aug. 7, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter ended June 30, 2025.

I avoid highly leveraged, high-yield mREITs due to unsustainable dividends and elevated risk of cuts, especially in volatile markets. Most commercial mortgage REITs with yields above 10% are red flags; I recommend steering clear of 'sucker yields' like SACH and KREF. Starwood Property Trust and Ladder Capital stand out for strong balance sheets, prudent management, and compelling growth prospects.

MIAMI BEACH, Fla. , July 23, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company" or "Starwood Property Trust") today announced that the Company has closed the previously announced acquisition of Fundamental Income Properties, LLC ("Fundamental"), a fully integrated net lease real estate operating platform and owned portfolio, for approximately $2.2 billion from Brookfield Asset Management.

Starwood Property Trust's recent price dip boosts its dividend yield to 9.7%, offering an attractive entry point for income investors. STWD's diversified portfolio reduces risk versus pure-play commercial mortgage REITs heavily exposed to U.S. office. Strong capital commitments, successful asset resolutions at or above book value, and growth in data centers and affordable housing support the investment case.

STWD is acquiring Fundamental Income for $2.2B, diversifying beyond commercial lending into net lease assets, with long-term, stable cash flows. This strategic shift is driven by ongoing distress in commercial real estate lending and the opportunity to lock in attractive cap rates in a stabilizing market. Risks include venturing outside core competencies and making an interest rate bet, but STWD's experienced management and retained Fundamental team mitigate concerns.

Does ORC's zero debt, rising earnings and 20.4% dividend yield set it apart from STWD's debt-heavy, slower-growth profile? Let us find out.

MIAMI BEACH, Fla. , July 16, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced the pricing of an underwritten public offering of 25,500,000 shares of its common stock for total estimated gross proceeds of approximately $508 million (or approximately $584 million if the option to purchase additional shares is exercised in full).