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$STWD

Starwood Property Trust
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Starwood Property Trust is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
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%.

barry sternlichtT1Generating Alpha Podcast2025-08-21
confidence 88 / 100impact High
key themes
  • Housing100%
  • Public Markets & Valuation100%
  • AI Talent & Labor Market100%

bull thesis · 1

95 / 100
  • •Sternlicht touts STWD as only mortgage REIT above IPO price with 11-12% annualized returns

bear thesis · 0

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  • — none —

mentions · 1

Generating Alpha PodcastEpisode 32: Barry Sternlicht - Chairman and CEO of Starwood Capital Group1 mentions · 1▲ 0▼ 0○ · last year
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