Starwood Property TrustSTWD
STWD
About: Starwood Property Trust Inc is an American real estate investment trust principally engaged in originating, acquiring, and managing commercial mortgage loans and commercial mortgage-backed securities in the U.S. and Europe. The company organizes its activities into Commercial and Residential Lending Segment, Infrastructure Lending Segment, Property Segment, and Investing & Servicing Segment. The company generates the majority of its revenue from the Commercial and Residential Lending Segment, which is engaged in originating, acquiring, financing, and managing commercial first mortgages, and non-agency residential mortgages.
Employees: 286
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 147
20% more call options, than puts
Call options by funds: $98.1M | Put options by funds: $81.8M
15% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 46
6% more capital invested
Capital invested by funds: $3.14B [Q4 2024] → $3.33B (+$184M) [Q1 2025]
0.64% more ownership
Funds ownership: 49.11% [Q4 2024] → 49.75% (+0.64%) [Q1 2025]
1% less funds holding
Funds holding: 494 [Q4 2024] → 489 (-5) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19.50
1%
downside
Avg. target
$21
5%
upside
High target
$22
12%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
UBS Douglas Harter | 2%upside $20 | Neutral Maintained | 15 Jul 2025 |
Keefe, Bruyette & Woods Jade Rahmani | 12%upside $22 | Outperform Maintained | 10 Jul 2025 |
JP Morgan Richard Shane | 1%downside $19.50 | Overweight Maintained | 12 May 2025 |
Financial journalist opinion
Based on 9 articles about STWD published over the past 30 days
Neutral
Seeking Alpha
3 days ago
I'm Avoiding Most High-Yielding Mortgage REITs, Except For A Few
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.
Neutral
PRNewsWire
1 week ago
Starwood Property Trust Closes Acquisition of Fundamental Income
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.
Positive
Seeking Alpha
1 week ago
Starwood Property: Buy The Dip
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.
Positive
Seeking Alpha
1 week ago
Starwood Property Trust: A Major Dive Into Net Lease
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.
Positive
Zacks Investment Research
1 week ago
Orchid vs. Starwood: Which Mortgage REIT Has Better Upside?
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.
Neutral
PRNewsWire
2 weeks ago
Starwood Property Trust Announces Pricing of Common Stock Offering
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).
Neutral
PRNewsWire
2 weeks ago
Starwood Property Trust Announces Public Offering of Common Stock
MIAMI BEACH, Fla. , July 16, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that, subject to market and other conditions, it is offering 25,500,000 shares of its common stock in an underwritten public offering.
Neutral
PRNewsWire
2 weeks ago
Starwood Property Trust to Acquire $2.2 Billion Net Lease Platform
- 467 Properties, 92 Tenants, 17 Year Weighted Average Lease Term and Contractual Rent Growth - - Platform Provides Growth Engine in Global Net Lease Real Estate Market - - Solidifies the Company's Position as Leading Diversified REIT - - Transaction Expected to be Accretive to Distributable Earnings - - Provides Preliminary Financial Results for Q2 2025 - - Early Declared $0.48 Dividend for Q3 2025 - MIAMI BEACH, Fla. , July 16, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company" or "Starwood Property Trust") today announced that the Company has entered into a definitive agreement to acquire Fundamental Income Properties, LLC ("Fundamental"), a fully integrated net lease real estate operating platform and owned portfolio, for approximately $2.2 billion.
Neutral
PRNewsWire
3 weeks ago
Starwood Property Trust Announces Date for Second Quarter 2025 Earnings Release and Conference Call
MIAMI BEACH, Fla. , July 9, 2025 /PRNewswire/ -- Starwood Property Trust (NYSE: STWD) today announced that the Company will release its second quarter 2025 financial results on Thursday, August 7, 2025 before the opening of trading on the New York Stock Exchange.
Neutral
Zacks Investment Research
1 month ago
Annaly vs. Starwood: Which Mortgage REIT Offers More Resilience Now?
Both Annaly Capital Management NLY and Starwood Property Trust, Inc. STWD are mortgage real estate investment trusts (mREITs) that invest in mortgage-backed and other real estate-related securities. Both REITs are exposed to the same macroeconomic risks but differ in their portfolio strategies and risk profiles.
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