STWD Starwood Property Trust Inc

$STWD bonds all trading 95 to 101. No sell off. Total disconnect with equity This is not a fundamentals issue.

$STWD brought my average down from $16.79 to $14.36 was down 22% at one point now 13 1/2% average down if you believe in your investment.I want this in my portfolio LT to collect dividends when I’m an old geezer 

$STWD I still have faith and am holding - led by one of the smartest real estate investors of all time.

$STWD I've been adding regularly. I added more today. The last conference call they said they had $400,000 to buy back shares. I sure hope they spent that money. This is past stupid a long time ago. I don't think there's any chance of the lowering a dividend. But we won't find that out until the end of the year

$STWD I've never seen so many Seeking Alpha writers so divided on a stock. One bashes it and the other loves it. I will just put the DRIP on for 5 years and see where it ends up.

$STWD lol. tell us youre clueless without actually saying it. 1. 99% of their loans are variable rate. they make more money on these loans when rates climb. 2. no they dont. they could easily tap accumulated equity in any of the dozens of properties they own. ...and sternlicht has alluded to this many times on earnings calls. yes, they have some non-accruals....and they have also returned some non-accruals to performing loans. same thing happened during covid. the dividend kept being paid.

$STWD bond yields lightening up, should get some recovery. still long for long term. Screw Cramer and his bs

$STWD they have to reduce or cut the dividend. They have some really bad loans out there in the commercial real estate commercial real estate continues to drop and we are going into a recession at plus interest rates.

$STWD last earnings report they brought back 30 million in shares of $400 million allocated so they must be buying back shares now like crazy

$STWD 2020 during the pandemic stock went to 10 bucks and they never changed the dividend and they never will

$stwd did you know they offer a discount DRIP that can be setup through your broker. iow, you get a better price on shares through a discount DRIP. it's not big, but ev bit counts.

$STWD Fed out of the way, Then midterms and other stocks in the sector to report. Biggest takeaway from blackstone "Across the U.S., net absorption was positive for the fifth straight quarter, reflecting the near 75% decline in new supply from peak."

$STWD More a widespread belief of talking head commentary vs mgmnt regarding div...But that's the market for you....holding...maybe adding if they get any dumber...

$STWD Thanks for the heads up...but only useful to short sellers...or stiring FUD...certainly not a long term perspective, like most shareholders have.

$STWD Would be a good time to do it...when market ignoring Fundamental value to share price..

$STWD Either this is one of the greatest mispricing of 2026 (SaaS was arguably the greatest) or this thing is about to pull an $ABR and to be straight up, I'm not sure which is true.

$STWD did we just see the peak in yields....and miss the low...or will we get another chance....

$STWD I wonder how they will deploy their capital if the share price at the earnings call was a buy. Wouldn't be surprised if they increase the share buyback. bond yields this high though are new territory for the stock although their own bonds are showing no signs of stress. At some point got to load up like in 2020.

$STWD Dividend Forecast for 2027 Starwood Property Trust continues to pay a regular quarterly common stock dividend of $0.48 per share ($1.92 annualized), which analysts and financial data platforms forecast to persist through 2027: • Q4 2026 Payment (Jan 2027): Estimated/projected ex-dividend date around December 31, 2026, with a payout date of January 15, 2027, at $0.48 per share.

$STWD This should reverse higher as the surprise jobs report takes the pressure off Fed raising rates for the time being.