STWD Starwood Property Trust (STWD) Q2 FY26 earnings call
Starwood Property Trust reported Q2 FY26 results reflecting strong capital deployment and portfolio growth across its diversified platform, despite distributable earnings falling short of the dividend. The company is actively resolving nonaccrual and REO assets, with significant resolutions expected by year-end, and remains confident in its ability to restore earnings power. Management emphasized the resilience of its multi-cylinder business model in volatile markets and its robust capital markets access.
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STWD operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Occupancy rate Net Lease | 100%As a reminder, the weighted average lease term of this portfolio is 17.3 years with occupancy of 100% and 2.3% annual rent escalations.Source: earnings call transcript | 100%The portfolio now stands at $2.7 billion, comprising 527 properties across 44 states, a weighted average lease term of 16.8 years, average annual rent escalations of 2.3% and 100% occupancy with 0 defaults.Source: earnings call transcript | 0 pt |
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.