Starwood Property Trust Credit loss reversal, net decreased by 103.6% to -$377.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 98.5%, from -$25.00M to -$377.00K. Over 4 years (FY 2021 to FY 2025), Credit loss reversal, net shows an upward trend with a 23.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase suggests deteriorating credit quality, while a decrease or reversal indicates improved portfolio health or lower risk expectations.
This represents the net expense or benefit recognized to adjust the allowance for credit losses on the loan portfolio. I...
Standard across financial institutions and REITs; peers typically report this as a provision for credit losses.
operating_expenses_provision_for_loan_losses_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 | -$11.84M | -$563.00K | $20.70M | -$3.66M | $8.44M | $15.34M | $26.53M | $43.19M | $121.93M | $52.63M | $25.98M | $35.84M | $42.71M | $66.43M | $52.43M | -$25.00M | $5.67M | $28.36M | $10.34M | -$377.00K |
| QoQ Change | — | +95.2% | >999% | -117.7% | +330.7% | +81.8% | +72.9% | +62.8% | +182.3% | -56.8% | -50.6% | +38.0% | +19.2% | +55.5% | -21.1% | -147.7% | +122.7% | +400.5% | -63.5% | -103.6% |
| YoY Change | — | — | — | — | +171.2% | >999% | +28.2% | >999% | >999% | +243.0% | -2.1% | -17.0% | -65.0% | +26.2% | +101.8% | -169.8% | -86.7% | -57.3% | -80.3% | +98.5% |
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Infrastructure Lending Segment | -$286.00K | $1.41M | $1.16M | $760.00K | $2.00M | $1.55M | — | -$963.00K |
| Commercial and Residential Lending Segment | $43.00M | $65.02M | $51.27M | -$25.76M | $3.66M | $26.81M | $11.14M | $586.00K |
| Investing and Servicing Segment | — | — | — | — | — | — | $0.00 | — |
| Property Segment | $0.00 | $0.00 | $0.00 | $0.00 | — | — | — | — |
| Total | $42.71M | $66.43M | $52.43M | -$25.00M | $5.67M | $28.36M | $10.34M | -$377.00K |