Starwood Property Trust Infrastructure Lending Segment — Secured financing agreements, net decreased by 18.4% to $587.37M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 38.9%, from $961.52M to $587.37M. Over 4 years (FY 2021 to FY 2025), Infrastructure Lending Segment — Secured financing agreements, net shows relatively stable performance with a -2.2% CAGR.
An increase suggests higher leverage and potential growth in the lending portfolio, but also increased interest expense and collateral risk.
Reflects the outstanding balance of debt obligations that are collateralized by the assets within the infrastructure len...
Comparable to 'Secured Debt' or 'Collateralized Borrowings' found in the segment footnotes of peer REITs.
stwd_segment_infrastructure_lending_segment_secured_financing_agreements_net| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $957.61M | $905.34M | $1.23B | $924.24M | $1.03B | $1.10B | $1.04B | $1.05B | $974.27M | $935.04M | $1.09B | $1.07B | $809.13M | $796.18M | $760.30M | $961.52M | $1.20B | $1.10B | $719.94M | $587.37M |
| QoQ Change | — | -5.5% | +35.4% | -24.6% | +10.9% | +6.9% | -4.8% | +0.6% | -7.1% | -4.0% | +16.5% | -1.8% | -24.3% | -1.6% | -4.5% | +26.5% | +24.3% | -7.9% | -34.6% | -18.4% |
| YoY Change | — | — | — | — | +7.1% | +21.0% | -14.9% | +13.4% | -5.0% | -14.6% | +4.4% | +2.0% | -17.0% | -14.9% | -30.2% | -10.1% | +47.8% | +38.2% | -5.3% | -38.9% |