Starwood Property Trust, Inc. (NYSE:STWD) is one of the stocks that Jim Cramer shared his take on. A caller asked if the time has come to put the stock on their watchlist, and Cramer replied: “Okay, this is a tough one for me. I think the world of Barry Sternlicht. It’s got a 10% yield, which is really terrific. I want Barry to come on and tell me what’s in the portfolio so I would feel better recommending it, because I was quite surprised they would have such a precipitous fall given how good Barry Stern ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of STWD either ...

Core Viewpoint - The focus is on creating a portfolio that emphasizes growth and dividend income, aiming for an easy retirement through compounding dividend income and growth [1]. Group 1: Investment Strategy - The investment strategy is centered around generating monthly dividend income that increases through reinvestment and annual raises [1]. Group 2: Personal Position - The individual has a beneficial long position in STWD shares, indicating confidence in the stock's performance [1].

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MIAMI BEACH, Fla., Dec. 12, 2025 /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 December 31, 2025. The dividend is payable on January 15, 2026 to stockholders of record as of December 31, 2025. About Starwood Property Trust, Inc. Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a lea ...

It has been about a month since the last earnings report for Starwood Property Trust (STWD) . Shares have added about 0.9% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Starwood Property Trust due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important c ...

Core Viewpoint - Starwood Property (STWD) has under-earned its dividend for the third consecutive quarter in Q3 '25, raising short-term dividend risks for investors [1] Group 1: Financial Performance - Distributable earnings have been insufficient to cover the dividend, indicating potential financial strain [1] - Commercial and residential lending remains a weakness for the commercial mortgage sector, impacting overall performance [1]

Core Viewpoint - The article compares two high-yielding mortgage REITs, AGNC Investment and Starwood Property Trust, highlighting the differences in their investment strategies and risk profiles, with Starwood being presented as a more stable option for income investors. Group 1: AGNC Investment - AGNC Investment offers a high dividend yield of over 14%, significantly higher than the S&P 500's 1.2% yield [1] - The REIT primarily invests in Agency residential mortgage-backed securities (MBS), which are low-risk but also yield lower returns [3] - AGNC uses leverage to enhance returns, achieving a return on equity of around 17% in the third quarter, aligning with its cost of capital [4] - The REIT has a history of dividend cuts, reducing its payment from $0.22 per share in 2014 to $0.12 per share currently, with the last cut occurring in 2020 [6] Group 2: Starwood Property Trust - Starwood Property Trust has a diversified portfolio, with 53% in commercial real estate loans, 9% in residential loans, and 10% in infrastructure-backed loans, providing stable interest income [7] - The REIT also invests directly in properties, generating stable and steadily rising rental income [9] - Starwood's recent acquisition of Fundamental Income Properties for $2.2 billion enhances its diversification and is expected to provide stable cash flow with a 17-year average lease term and a 2.2% annual lease escalation rate [10] - Starwood has maintained a stable dividend rate for over a decade without any reductions, making it a reliable income source [11] Group 3: Investment Strategy Comparison - AGNC's focused investment strategy allows for high returns but carries more risk, as evidenced by its declining dividend history [13] - In contrast, Starwood's diversified investment strategy reduces risk and provides flexibility to adapt to market conditions, allowing it to capitalize on various investment opportunities [12]

Core Insights - Starwood Property Trust, Inc. (NYSE:STWD) is recognized for its strong leadership under Barry Sternlicht, who has successfully navigated challenging market conditions [1] - The company reported Q3 earnings with a non-GAAP EPS of $0.40, which was $0.04 below estimates [1] - STWD's revenue for the quarter was $489 million, exceeding estimates by $9.18 million [2] Financial Performance - The company deployed investments totaling $4.6 billion in Q3 and $10.2 billion over the first nine months of the year [2] - Key investment activities included Triple Net Lease Investments worth $2.2 billion, Commercial Lending of $1.4 billion, and Infrastructure Lending reaching a record $0.8 billion [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The service provides investment research on various financial instruments, including REITs, ETFs, closed-end funds, preferreds, and dividend champions, targeting dividend yields up to 10% [2] Market Context - Market volatility, such as a 10% drop in the S&P 500, creates opportunities particularly in high-yield stocks [2] - The investment strategy emphasizes defensive stocks with a medium- to long-term horizon, catering to investors seeking dependable monthly income [2]