)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Timbercreek Financial
Timbercreek Financial (TF) investor relations material
Timbercreek Financial Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary12 Nov, 2025
Business overview and strategy
Focuses on real estate capital solutions, with $30B+ deployed since inception and $3.9B+ AUM as of September 2025.
Offers balance sheet bridge financing, CMHC financing, and private equity alternatives targeting 15%+ IRR.
Operates globally with offices in Canada, the US, and Ireland, and a 25+ year track record.
Portfolio emphasizes short-term, customized lending with fast execution and flexible repayment.
Portfolio composition and performance
82% of assets are income-producing properties, with 56.5% in multi-family residential and ~92% in urban markets.
Portfolio includes 110 mortgage investments averaging $15.2M each, with about two-thirds from repeat borrowers.
Floating rate loans make up ~86% of the portfolio, supporting risk management in changing rate environments.
Weighted average LTV remains in the high 60s, with a focus on first mortgages.
Financial highlights and shareholder returns
18 years of uninterrupted monthly dividends, with a current monthly dividend of $0.0575 and $0.69 per share paid in 2024.
Dividend yield stands at 10.2% as of October 2025, with a payout ratio of 97.2% YTD 2025.
Book value per share is $8.19, with an average price-to-book value of 1.0x over the past 7 years.
10-year IRR is just over 7.8%, and the company trades at a ~19% discount to book value.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Timbercreek Financial earnings date
Q4 202526 Feb, 2026
Timbercreek Financial
Next Timbercreek Financial earnings date
Q4 202526 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Timbercreek Financial Corp. is a non-bank lender that specializes in providing shorter-duration structured financing solutions for commercial real estate investors. The company focuses on lending against income-generating properties such as multi-residential, office, and retail buildings, particularly in urban markets across Canada. These loans typically bridge the gap for investors needing flexible, fast-executing financing, often for purposes such as capital improvements or property acquisitions. The company is headquartered in Toronto, Canada, and its shares are listed on the TSX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage