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TPG RE Finance Trust (TRTX) investor relations material
TPG RE Finance Trust Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Achieved GAAP net income of $16.9M ($0.21 per share) in Q2 2025, up $6.9M sequentially, driven by gains on REO sales and stable net interest income.
Originated seven new loans totaling $696M, focused on multifamily and industrial sectors, resulting in 15% loan portfolio growth.
Sold two office REO properties for $39.4M, generating a $7M GAAP gain and reducing REO exposure.
Repurchased common stock, increasing book value per share by $0.08; $9.3M repurchase capacity remained at quarter-end.
Maintained a 100% performing loan portfolio and stable liability structure.
Financial highlights
Reported GAAP net income of $16.9M ($0.21 per share) and Distributable Earnings of $19.0M ($0.24 per share), covering the $0.24 dividend.
Book value per share was $11.20 at June 30, 2025, up from $11.19 in the previous quarter.
Net interest income for Q2 2025 was $25.1M; interest income was $70.7M and interest expense $45.5M.
Non-mark-to-market financing comprised 94.8%-95% of secured liabilities.
Total leverage ratio rose to 2.63x from 2.2x, supporting loan portfolio growth.
Outlook and guidance
Expect continued elevated pace of new investments as balance sheet is relevered.
Plans to launch sales processes for more REO investments in upcoming quarters.
Monitoring macroeconomic factors, including high interest rates, inflation, and regulatory changes, which may impact origination and credit loss provisioning.
Closed or is closing two new first mortgage loans totaling $112.3M post-quarter, with $121.6M in repayments.
Expects multifamily fundamentals to remain strong as market clarity improves.
Explain the impact of stock repurchase on book value.
What drove the 23 bps decline in credit loss allowance?
Detail the terms of loans closed post quarter end.
Assess impact of banks pulling back from lending.
Discuss strategy for REO sales and potential gains.
How does multifamily economics impact portfolio?
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Next TPG RE Finance Trust earnings date
Q3 202529 Oct, 2025
Next TPG RE Finance Trust earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
TPG RE Finance Trust Inc. is a commercial real estate finance company that focuses on originating, acquiring, and managing commercial mortgage loans and other real estate-related debt instruments. The company provides financing solutions for properties across sectors such as office, multifamily, industrial, and retail. TPG RE Finance Trust aims to generate income and capital preservation through its portfolio of diversified investments. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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