STWD Starwood Property Trust Inc

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

$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 STARWOOD'S LNR PARTNERS ANNOUNCES SALE OF FORMER BECHTEL ENERGY HEADQUARTERS IN HOUSTON FOLLOWING FORECLOSURE HOUSTON, TX – September 24, 2026 – LNR Partners, LLC, a subsidiary of Starwood Property Trust, announces the sale of the former Bechtel Energy headquarters at 3000 Post Oak Boulevard in Houston's Uptown/Galleria district to 3000 Post Oak Realty LLC. The 19-story office tower, comprising approximately 433,500 square feet, previously served as Bechtel's Houston headquarters before the company's departure left the property vacant and contributed to financial difficulties involving an $80 million mortgage. Following the loan's default, the property entered foreclosure in May 2026, with LNR Partners serving as special servicer for the mortgage. The subsequent sale marks the completion of the property's disposition following foreclosure and transfers the former energy industry headquarters to new ownership.

$STWD I've held this stock since its IPO...what the heck is going on here?! Is the business failing? Hope not.

$STWD a bit of fervor about the poss of a div cut... though the probability of one was probably somewhere in the 0.XX pct. range. possibly just the continuation of the prior div alone is enough of a PR catalyst to push SP back to $16-$17's.

$STWD div should be announced today or tomorrow. should bring relief and some recovery now that uncertainty is lifted. Higher rates suck, but NII rises also. Long here

$STWD Is this one waiting for rate hike announcement to bottom? I know some of you fellas on here own a lot of shares, I would love to hear thoughts on when we might find any support at all..

$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 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 | Citizens Reiterates Starwood Property Trust at Market Outperform with $21 PT on Net Lease Expansion Citizens stays bullish as net lease expansion supports longer-duration cash flows and portfolio diversification 🔹 Follow for more analyst insights on other tickers.

$STWD perplexed a bit. unless there is evidence of overwhelming deterioration to it... the broad commercial loan book being ~90% floating rate should mean fed rate hikes would benefit STWD, no?

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

$STWD wonder what’s really going on here, this has been shitting its pants for a while now 

$STWD I read lots of positives on this company and the price keeps going down the drain. I know the whole market is down but I'll be damned if my 15.50 average isn't good enough here. I still believe.

$STWD The news regarding Starwood Capital + Trinitas joint venture is potentially misleading as it may have nothing whatsoever to do with STWD. Starwood Capital is an entirely different entity (although it is considered to manage STWD)...

$STWD so what is the worst case scenario as far as the dividend goes? Guaranteed that the dividend at the end of the year will not go down. If they haven't figured it out by the next dividend end of March then maybe not that I believe it for one second it might have to go down till like 40 cents. But I don't think that will ever happen.

$STWD Added.....thinking the the worst ... as confirmed by your added shallow analysis...is priced in now or will be shortly. Google "expected stwd cost of capital after div cut"...

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