Financial Data and Key Metrics Changes - For Q3 2019, the company reported net income of $2.2 million or $0.09 per share, an increase of $0.03 per share quarter-over-quarter [6] - Core earnings for the quarter were $2.3 million or $0.10 per share, up $0.01 from the previous quarter [6][9] - Comprehensive income to common stockholders was $2.2 million or $0.09 per share compared to $3.5 million or $0.15 per share for Q3 2018 [9] - Book value per share at quarter end was $4.61, slightly up from $4.60 in Q2 [10] Business Line Data and Key Metrics Changes - The company acquired and funded $62 million of floating rate CRE loans, with 94% of these loans being multifamily [11] - The overall loan portfolio increased from 88% to 92% multifamily [11] - The total portfolio of floating rate loans had an outstanding principal balance of $560 million at quarter end [14] Market Data and Key Metrics Changes - The weighted average spread on new loans was 315 basis points above LIBOR, reflecting a decline from previous quarters [11][22] - The company experienced $95 million in loan payoffs during the quarter, indicating strong borrower performance [12] Company Strategy and Development Direction - The company aims to continue investing in high-quality floating rate first mortgage investments and remains focused on multifamily assets [11] - The management is exploring refinancing options for their first CLO, indicating a proactive approach to capital management [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's growth prospects and investment activities, highlighting the importance of scale in the current market environment [17][46] - The company is working through the details of a potential business combination with ORIX, which management believes could be beneficial due to increased scale and resources [46][47] Other Important Information - The company noted that competitive markets are pressuring origination activity and loan spreads, leading to a cautious approach in evaluating new investment opportunities [7] - There were no defaults or delinquencies in the loan portfolio, and performance remained stable over the quarter [14] Q&A Session Summary Question: Inquiry about investment spreads - Management noted a decline in spreads on new originations from over 350 to 315 basis points, reflecting market compression [22] Question: Dividend target - Management indicated that the dividend target of 8% to 9% of book value is at the Board's discretion and aims to remain competitive within the market [24] Question: Loan participation details - The company sold a performing loan participation to manage asset concentration within their CLOs [28][31] Question: Pipeline and CLO capacity - Management reported over $200 million in loans under application, with a significant pickup in pipeline activity [33] Question: ORIX business combination implications - Management acknowledged that while there are competitive aspects, the combination with ORIX is largely seen as complementary and beneficial for scale [46][47]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ____________ Commission File No. 001-35845 HUNT COMPANIES FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) (State or other juri ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ____________ Commission File No. 001-35845 HUNT COMPANIES FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) Maryland 45-4966519 (Stat ...

DIHUNT | --- | --- | --- | --- | |-------------------------------|-------|-------|-------| | | | | | | | | | | | Hunt Companies Finance Trust | | | | | Q1 2019 Earnings Supplemental | | | | | May 2019 | | | | | | | | | | | | | | www.huntcompaniesfinancetrust.com Disclaimer This presentation, any related webcast/conference call, and other oral statements made by our representatives from time to time may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ____________ Commission File No. 001-35845 HUNT COMPANIES FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) (State or other jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to____ Commission file number: 001-35845 HUNT COMPANIES FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpo ...