Dafinchi AI

NexPoint Residential Trust, Inc.

NXRT

2025 Q2

Financial Services

2mo

Financial Performance Summary

Completed 555 full and partial upgrades in Q2, leased 381 upgraded units with an average rent premium of $73 and 26% ROI.
Core FFO for Q2 was $18 million or $0.71 per diluted share, up from $0.69 in Q2 2024.
Entered a new 5-year $100 million SOFR swap at 3.489% fixed rate.
Net loss for Q2 2025 was $7 million or $0.28 loss per diluted share on total revenue of $63.1 million, compared to net income of $10.6 million or $0.40 EPS on $64.2 million revenue in Q2 2024.
NOI was $38 million on 35 properties versus $38.9 million on 36 properties in Q2 2024.
Paid a Q2 dividend of $0.51 per share, a 147.6% increase since inception, with 1.39x core FFO coverage and 72.2% payout ratio.
Repurchased 223,109 shares for $7.6 million at an average price of $34.29 per share.
Same-store rent and occupancy decreased 1.3% and 0.8%, respectively, leading to a 1.1% decrease in same-store NOI compared to Q2 2024.
Since inception, 9,113 upgrades installed with average monthly rental increases of $165, $50, and $43 for full/partial upgrades, kitchen/laundry appliances, and tech packages respectively, with strong ROI.

TPG RE Finance Trust, Inc.

TRTX

2025 Q2

Financial Services

2mo

Loan Portfolio Growth

15%

Our loan portfolio grew by 15% during the second quarter, driven by strong origination volume and repayments consistent with our expectations.

ARMOUR Residential REIT, Inc.

ARR

2025 Q3

Financial Services

Financial Performance Summary

700,000 shares were repurchased through the stock repurchase program during the quarter.
ARMOUR raised approximately $99.5 million by issuing 6 million shares through an ATM offering and $298.6 million from a $300 million overnight bought deal.
ARMOUR Residential REIT reported GAAP net income of $156.3 million or $1.49 per common share for Q3 2025.
Distributable earnings available to common stockholders were $75.3 million or $0.72 per common share.
Monthly common stock dividends of $0.24 per share were paid, totaling $0.72 for the quarter.
Net interest income was $38.5 million for the quarter.
Quarter-end book value was $17.49 per common share, up 3.5% from June 30 and 2.8% from August 8.
Total economic return for the quarter was 7.75%.

Ladder Capital Corp

LADR

2025 Q2

Financial Services

3mo

Financial Performance Summary

Adjusted leverage was modest at 1.6x as of quarter end, with total gross leverage at 1.9x, below the target range of 2x to 3x.
Declared and paid a $0.23 per share dividend; repurchased $6.6 million of common stock in Q2 with $93.4 million remaining in the repurchase program.
Ladder generated distributable earnings of $30.9 million or $0.23 per share in Q2 2025, achieving a return on equity of 7.7%.
Loan portfolio totaled $1.6 billion with a weighted average yield of approximately 9%, and 5 loans on nonaccrual totaling $162.3 million (3.6% of total assets).
Real estate portfolio of $936 million generated $15.1 million in net operating income, primarily from net lease properties with long-term leases to investment-grade tenants.
Securities portfolio was $2 billion, up 82% from year-end, with a weighted average yield of 5.9%, 99% investment-grade and 97% AAA rated.

Arbor Realty Trust, Inc.

ABR

2025 Q2

Financial Services

2mo

Financial Performance Summary

Agency originations were $857 million in Q2 with strong margins of 1.69%, and loan sales totaled $807 million; mortgage servicing rights income was $10.9 million.
Balance sheet lending portfolio grew to $11.6 billion with an all-in yield of 7.86%, while total debt on core assets was $9.6 billion with an all-in cost of 6.88%.
In Q2 2025, Arbor Realty Trust produced distributable earnings of $62.5 million or $0.30 per share excluding $10.5 million of onetime realized losses from REO asset sales, translating into a 10% ROE.
Leverage was reduced by 25% to a ratio of 3:1 from a peak of 4:1 nearly three years ago, aided by new unsecured rated debt issuance.
Loan loss reserves increased by $16 million in Q2, including $6.5 million specific reserves and $9.5 million general CECL reserves due to changes in real estate value outlooks.
Net interest income dropped from $75 million in Q1 to $69 million in Q2 due to increased delinquencies, less back interest collected, and reversals related to foreclosures.
Net interest spreads declined to 1.08% from 1.26% last quarter, impacted by back interest collection variability and new nonperforming loans.
Total delinquencies decreased to $529 million at June 30 from $654 million at March 31, with 60+ day delinquencies at $472 million and less than 60 days at $57 million.

Medical Properties Trust, Inc.

MPW

2025 Q2

Financial Services

2mo

Financial Performance Summary

Cash rent from new tenants increased from $3.4 million in Q1 to $11 million in Q2, expected to reach $17 million in Q3.
Contracted annualized cash rent as of Q3 start is over $60 million, about 40% of fully ramped rent expected by October 2026.
Interest expense fully loaded for incremental cost of new secured notes, but growing rental income substantially offset this.
Lower G&A expense due to reduced stock compensation impacted GAAP results.
Net impairments and fair market value adjustments totaled approximately $111 million, mainly related to PHP investment.
Normalized FFO for Q2 2025 was $0.14 per share, despite full incremental interest from $2.5 billion refinanced debt.
Second quarter saw a $30 million sale of a stand-alone LTAC near original investment value.

Truist Financial Corporation

TFC

2025 Q2

Financial Services

3mo

Financial Performance Summary

Adjusted expenses increased 3.1% linked quarter primarily due to higher personnel expenses related to merit increases and strategic hiring.
Adjusted revenue increased 2.1% linked quarter due to 2.3% growth in net interest income and 1.8% growth in non-interest income.
Asset quality improved with net charge-offs declining nine basis points linked quarter to 51 basis points and nonperforming loans down nine basis points linked quarter.
Average loan balances increased 2% linked quarter and end-of-period loans increased 3.3%, driven by broad-based growth in consumer and wholesale segments.
Capital position remains strong with a CET1 ratio of 11% stated and 9.3% adjusted for AOCI, supporting balance sheet growth and capital returns.
Returned $1.4 billion to shareholders via dividends and repurchased $750 million of common stock in the quarter, including opportunistic repurchases above target.
Truist reported second quarter 2025 net income available to common shareholders of $1.2 billion or $0.90 per share, including $0.02 per share of restructuring charges and $0.01 per share of losses from investment securities sales.

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