LADR Ladder Capital (LADR) Q2 FY26 earnings call
Ladder Capital reported a strong Q2 FY26, driven by robust loan origination and strategic capital rotation from lower-yielding securities to higher-yielding loans. The company is actively working to narrow the discount to book value through continued earnings growth, opportunistic asset monetization, and share repurchases. Management emphasizes a conservative approach to credit and leverage, aiming to attract a broader investor base by highlighting its unique investment-grade commercial mortgage REIT status.
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LADR operating KPIs by quarter
| KPI | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Properties Real estate | 149The portfolio includes 149 net lease properties comprised primarily of investment-grade credits committed to long-term leases with an average remaining lease term of 6.2 years.Source: earnings call transcript | 148The portfolio includes 148 net lease properties comprised primarily of investment-grade credits committed to long-term leases with an average remaining lease term of 6.4 years.Source: earnings call transcript | -0.7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.