Starwood Property Q1: Expected To Grow In 2025

David Johnson
1.06K Followers

Summary

  • I rate Starwood Property Trust, Inc. a Strong Buy for income-focused investors seeking reliable yield and hybrid REIT diversification.
  • STWD's 9.6% dividend yield, 11-year history of $0.48 quarterly payouts, and outperformance versus peers support my conviction.
  • Exceptional management, led by Barry Sternlicht, and a diversified portfolio of loans and real assets provide risk mitigation and growth potential.
  • Key risks include Sternlicht's leadership continuity and macroeconomic factors, but STWD's track record and strategy make it my largest holding.

Portofino Tower in Miami South Beach, Florida

TasfotoNL/iStock Editorial via Getty Images

I rate Starwood Property Trust, Inc. (NYSE:STWD) a Strong Buy, for income-focused investors interested in real estate investment trusts (REITs). The REIT is a hybrid in that it focuses on mortgages and lending but also

This article was written by

1.06K Followers
David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and a Master’s in Business Administration (MBA) from Fordham University.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of STWD, BXMT, ARI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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