TPG RE Finance Trust, Inc. Investor Presentation June 2025 Forward-Looking Statements and Other Disclosures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), which reflect our current views with respect to, among other things, our operations and financial performance. You can identify these forward-looking statements by the use of words suc ...

Core Insights - TPG RE Finance Trust (NYSE: TRTX) has experienced fluctuations in its net asset value (NAV) over the past three years, particularly influenced by the Federal Reserve's actions against post-pandemic inflation [1] Group 1: Company Overview - TPG RE Finance Trust is a mortgage REIT that focuses on originating loans backed by real estate [1] Group 2: Market Dynamics - The equity market is characterized by daily price fluctuations that can lead to significant long-term wealth creation or destruction [1] - Pacifica Yield aims to create long-term wealth by focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

TPG RE Finance Trust (TRTX) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants None - ExecutiveDoug Bouquard - CEORobert Foley - Chief Financial OfficerJohn Nickodemus - Vice President, Equity Research Conference Call Participants Steven Delaney - AnalystNone - Analyst Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to TPG Real Estate Finance Trust First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen ...

TPG RE Finance Trust (TRTX) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants None - ExecutiveDoug Bouquard - CEORobert Foley - Chief Financial OfficerJohn Nickodemus - Vice President, Equity Research Conference Call Participants Steven Delaney - AnalystNone - Analyst Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to TPG Real Estate Finance Trust First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen ...

TPG RE Finance Trust (TRTX) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning, ladies and gentlemen, and thank you for standing by. Welcome to TPG Real Estate Finance Trust First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. It is now my pleasure to turn the call over to management. Thank you. You may begin. Sp ...

TPG RE Finance Trust (TRTX) reported $37.03 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.9%. EPS of $0.24 for the same period compares to $0.30 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $37.24 million, representing a surprise of -0.56%. The company delivered an EPS surprise of -7.69%, with the consensus EPS estimate being $0.26.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Group 1: Earnings Performance - TPG RE Finance Trust reported quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.26 per share, and down from $0.30 per share a year ago, representing an earnings surprise of -7.69% [1] - The company posted revenues of $37.03 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.56%, and down from $38.93 million year-over-year [2] - Over the last four quarters, TPG RE Finance Trust has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Group 2: Stock Performance and Outlook - TPG RE Finance Trust shares have declined approximately 12.8% since the beginning of the year, compared to a -6% decline in the S&P 500 [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.25 on revenues of $37.52 million, and for the current fiscal year, it is $1.03 on revenues of $149.72 million [7] Group 3: Industry Context - The Real Estate - Operations industry, to which TPG RE Finance Trust belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact TPG RE Finance Trust's stock performance [5][6]

Exhibit 99.2 First Quarter 2025 Supplemental Information April 29, 2025 喜 REAL ESTATE FINANCE TRUST Forward-Looking Statements and Other Disclosures This meantation contains (fromand-Adobing statements within the manine of Section 274 of the Securities Act of 1933, as arentels and Section 2016 of the Securities Suchange with researct to annone pthere thine, our personations and francial regions and frances four can deptrilie there froungelo lookine statuements such as "public."" patinutes. randid, "Mill," f ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________________ _______________________________________________________________________ FORM 10-Q For the quarterly period ended March 31, 2025 (Mark One) OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from ________ to __ ...

Core Viewpoint - TPG RE Finance Trust (TRTX) is currently viewed as a superior value option compared to Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (VTMX) based on various valuation metrics [1][6]. Valuation Metrics - TRTX has a forward P/E ratio of 6.88, while VTMX has a forward P/E of 10.16 [5]. - The PEG ratio for TRTX is 1.48, indicating a more favorable valuation in relation to its expected earnings growth compared to VTMX's PEG ratio of 2.64 [5]. - TRTX's P/B ratio stands at 0.51, significantly lower than VTMX's P/B ratio of 7.77, suggesting TRTX is undervalued relative to its book value [6]. Earnings Outlook - Both TRTX and VTMX currently hold a Zacks Rank of 2 (Buy), indicating positive revisions to their earnings estimates and improving earnings outlooks [3]. - Despite both companies having solid earnings prospects, TRTX's valuation metrics suggest it is a better investment choice for value investors [6].