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barry sternlicht

T2 · manager / operator

Founder, Chairman, and CEO of Starwood Capital Group, a global real estate investment firm with over $100B in assets. Created hospitality brands W Hotels, St. Regis, and 1 Hotels. Known for contrarian investing and design-driven value creation.

1 call·1 name·100% bull·last heard last year·Generating Alpha Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$STWDStarwood Property Trustposition

Sternlicht touts STWD as only mortgage REIT above IPO price with 11-12% annualized returns

Starwood Property Trust has delivered 11-12% total returns over 13-14 years by maintaining a diversified portfolio across property types, making it the only mortgage REIT to ever cut its dividend yet trade above its IPO price, currently yielding 9.6%.

Generating Alpha Podcast2025-08→

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$STWD
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Starwood Property Trust
HIGHbarry sternlicht·Generating Alpha Podcast·last year· position
Sternlicht touts STWD as only mortgage REIT above IPO price with 11-12% annualized returns
Starwood Property Trust has delivered 11-12% total returns over 13-14 years by maintaining a diversified portfolio across property types, making it the only mortgage REIT to ever cut its dividend yet trade above its IPO price, currently yielding 9.6%.
"Now started Property Trust, the nation's largest commercial mortgage rate, which started as a blind pool in 2009 as from an idea I had. We raised $900 million in the New York Stoc…"
33:20