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Starwood Property Trust(STWD) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Starwood Property Trust reported Q3 2025 GAAP earnings of $0.19 per diluted share and Distributable Earnings (DE) of $0.40 per diluted share[6] - The company invested $4.6 billion in Q3 2025 and $10.2 billion in the first nine months of the year[6] - The company paid a quarterly dividend of $0.48 per share, maintaining this dividend for over a decade[6] Capital Activities - Starwood Property Trust raised $2.3 billion of capital across equity, term loan B, and high yield markets[6] - The company has a record liquidity of $2.2 billion[6] - The company repriced $1.6 billion of term loans at record low spreads[28] Portfolio Composition - The company has successfully deployed $112 billion of capital since inception and manages a portfolio of $30 billion across debt and equity investments[11] - U S office represents only 8% of the company's diversified $29.9 billion asset base[29] - The company acquired Fundamental, a $2.2 billion portfolio of durable, long-term, high quality net lease assets[7] Lending Activities - The company originated $1.4 billion in commercial lending during the quarter[6] - The company invested a record $0.8 billion in infrastructure lending during the quarter[6] - The company securitized or priced $222 million of conduit loans in five transactions[26]