Business Segments · Investment securities

Commercial and Residential Lending Segment — Investment securities

Starwood Property Trust Commercial and Residential Lending Segment — Investment securities decreased by 0.4% to $639.40M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 26.6%, from $871.30M to $639.40M. Over 3 years (FY 2022 to FY 2025), Commercial and Residential Lending Segment — Investment securities shows a downward trend with a -16.2% CAGR.

Analysis

StatementSegment
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2020
Last reportedQ1 2026May 8, 2026

How to read this metric

An increase reflects a strategy of deploying capital into liquid credit instruments, while a decrease may indicate a pivot toward direct lending or cash preservation.

Detailed definition

This represents the segment's holdings in financial instruments such as mortgage-backed securities (MBS) or other debt-r...

Peer comparison

Common for REITs; comparable to 'Investment Securities' or 'Available-for-Sale Securities' at peer financial firms.

Metric ID: stwd_segment_commercial_and_residential_lending_segment_investment_securities

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$951.04M$927.41M$1.16B$1.21B$1.34B$1.32B$1.25B$1.26B$1.27B$1.24B$1.15B$1.11B$1.05B$1.09B$909.76M$871.30M$871.88M$622.47M$641.89M$639.40M
QoQ Change-2.5%+24.6%+4.5%+10.8%-1.5%-5.1%+0.6%+0.7%-2.3%-7.2%-3.0%-5.9%+4.5%-16.9%-4.2%+0.1%-28.6%+3.1%-0.4%
YoY Change+40.7%+42.2%+8.3%+4.2%-5.4%-6.1%-8.2%-11.5%-17.3%-11.5%-20.7%-21.7%-16.7%-43.1%-29.4%-26.6%
Range$622.47M$1.34B
CAGR-8.0%
Avg YoY Growth-7.7%
Median YoY Growth-11.5%

Frequently Asked Questions

What is Starwood Property Trust's commercial and residential lending segment — investment securities?
Starwood Property Trust (STWD) reported commercial and residential lending segment — investment securities of $639.40M in Q1 2026.
How has Starwood Property Trust's commercial and residential lending segment — investment securities changed year-over-year?
Starwood Property Trust's commercial and residential lending segment — investment securities decreased by 26.6% year-over-year, from $871.30M to $639.40M.
What is the long-term trend for Starwood Property Trust's commercial and residential lending segment — investment securities?
Over 3 years (2022 to 2025), Starwood Property Trust's commercial and residential lending segment — investment securities has grown at a -16.2% compound annual growth rate (CAGR), from $5.12B to $3.01B.
What does commercial and residential lending segment — investment securities mean?
The value of financial securities, such as mortgage-backed bonds, held by the lending segment.