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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (77244)2/27/2025 1:00:03 PM
From: Elroy  Read Replies (1) of 78523
 
Did you ever figure out how the pandemic caused nobody to go to the office, but all of STWD's office building lending did just fine?

In the end STWD is a levered REIT. If interest rates go nuts and rocket higher (for whatever reason), you may lose all your money. In that situation lots of other things will also go down the tubes, but I'm not sure 10% is a sufficient return for a highly leverage pool of financial assets.

Do you have a deep understanding as to why STWD is able to do what it does successfully while many peer reits fail?

I should talk. I own a load of NGL-B and NGL-C, they are preferred stocks that pay more than 12%. NGL is knee deep in debt, but at the moment the preferred dividends seem safe. I think because I understand the NGL siutation very well, while I don't understand STWD at all, I'm much more comfortable with the NGL preferred stock paying 12%.
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