Starwood Property TrustSTWD
STWD
About: Starwood Property Trust Inc is an American real estate investment trust principally engaged in originating, acquiring, and managing commercial mortgage loans and commercial mortgage-backed securities in the U.S. and Europe. The company organizes its activities into Commercial and Residential Lending Segment, Infrastructure Lending Segment, Property Segment, and Investing & Servicing Segment. The company generates the majority of its revenue from the Commercial and Residential Lending Segment, which is engaged in originating, acquiring, financing, and managing commercial first mortgages, and non-agency residential mortgages.
Employees: 286
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
46% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 136
10% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 58
0.89% more ownership
Funds ownership: 48.21% [Q3] → 49.1% (+0.89%) [Q4]
0% more call options, than puts
Call options by funds: $104M | Put options by funds: $104M
5% less capital invested
Capital invested by funds: $3.3B [Q3] → $3.14B (-$153M) [Q4]
2% less funds holding
Funds holding: 501 [Q3] → 493 (-8) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19
2%
upside
Avg. target
$19.67
6%
upside
High target
$21
13%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
UBS Douglas Harter 66% 1-year accuracy 21 / 32 met price target | 2%upside $19 | Neutral Maintained | 16 Apr 2025 |
JP Morgan Richard Shane 40% 1-year accuracy 26 / 65 met price target | 2%upside $19 | Overweight Maintained | 16 Apr 2025 |
Keefe, Bruyette & Woods Jade Rahmani 35% 1-year accuracy 13 / 37 met price target | 13%upside $21 | Outperform Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 13 articles about STWD published over the past 30 days
Neutral
PRNewsWire
13 hours ago
Starwood Property Trust Announces Date for First Quarter 2025 Earnings Release and Conference Call
MIAMI BEACH, Fla. , April 17, 2025 /PRNewswire/ -- Starwood Property Trust (NYSE: STWD) today announced that the Company will release its first quarter 2025 financial results on Friday, May 9, 2025 before the opening of trading on the New York Stock Exchange.
Positive
Seeking Alpha
2 days ago
Starwood Property Is Trading At A Deep Discount To Book With Double-Digit Yields
Starwood Property Trust has declined over 12% recently, but its consistent 10%+ dividend yield and trading below book value present a strong buying opportunity. Despite macroeconomic headwinds, STWD has maintained its dividend for over a decade, making it a reliable income investment with potential for capital appreciation. Risks include interest rate sensitivity and potential tenant defaults, but STWD's diversified business model and strong liquidity position mitigate these concerns.
Positive
Seeking Alpha
3 days ago
Starwood Property: Hefty Yield And 11% Discount Make It A Buy
Starwood Property Trust offers a high 10.8% dividend yield and trades at an 11% discount to its undepreciated book value, presenting a compelling income opportunity. STWD has diversified its portfolio away from cyclical office exposure, focusing on growth sectors like energy and data centers. It maintains a sound balance sheet with a debt-to-equity ratio of 2.1x and $1.8 billion in liquidity, enabling opportunistic investments.
Positive
24/7 Wall Street
5 days ago
Wall Street Loves 4 Ultra-High-Yield Stocks You Can Hold for Decades
Investors love dividend stocks, especially the ultra-high-yield variety because they offer a significant income stream and have massive total return potential.
Positive
24/7 Wall Street
1 week ago
Need Dependable Passive Income? 4 Safe Stocks Paying 4%-10% Dividends Are Tariff Discount Priced
Most dividend investors seek solid passive income streams from quality dividend stocks.
Positive
24/7 Wall Street
1 week ago
Treasury Yields Are Tumbling: 5 High-Yield Dividend REITs Could Explode Higher
After an incredible run of 20%+ years for the S&P 500 in 2023 and 2024, many across Wall Street now know that the momentum has hit a wall.
Neutral
PRNewsWire
1 week ago
Starwood Capital Group Acquires 11 Master-Planned Communities in Texas from Hines
MIAMI and HOUSTON , April 4, 2025 /PRNewswire/ -- A joint venture between an affiliate of Starwood Capital Group, a global private investment firm with a primary focus on real estate, and an affiliate of Land Strategies Management (DBA Starwood Land), announced today that it has completed the acquisition of a portfolio of master-planned communities in Texas from Hines, a global real estate investment manager, for approximately $800 million. The acquisition comprises 11 master-planned communities that are in advanced stages of development, with more than 16,000 remaining residential lots and over 600 acres of commercial land, across three of the ten largest U.S. new home markets: Dallas, Houston, and Austin.
Negative
Seeking Alpha
2 weeks ago
Turning Up The Heat On BREIT
Non-traded REITs' NAVs are inflated due to appraisal lag and the 'mark to magic' issue we have discussed in the past. BREIT's NAV remains aggressive, with a 33% overvaluation compared to public REITs based on our methodology. Public REITs are projected to outperform non-traded REITs, with expected annualized total returns of 9-10% due to stronger balance sheets and dividend growth.
Neutral
PRNewsWire
2 weeks ago
Jonathan Pollack Joins Starwood Capital Group as President
MIAMI , April 1, 2025 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a global private investment firm with a primary focus on real estate, today announced that Jonathan Pollack officially joined the firm as its President effective today, April 1 st. Mr. Pollack brings more than 26 years' experience in real estate investing to his new role and will work with Chairman and CEO Barry Sternlicht and the rest of Starwood Capital's senior leadership team to guide the firm into the next stage of its growth.
Positive
Seeking Alpha
2 weeks ago
Rotation Time! 3 Dividend Stocks Yielding Up To 10% I Expect To Beat The Market
History shows that necessity drives change. Wars sparked radar and penicillin. Today, lofty stock valuations are forcing capital to seek new opportunities. Market rotation is underway, with money flowing into undervalued sectors. Distressed real estate and high-yield REITs stand out as potential winners. Not all opportunities are equal. Balance sheet strength and sector selection matter. The right picks could deliver strong income and upside in this shift.
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