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Dividend BullBULLSTWD is the only mortgage REIT he calls out with the most stable dividend track record, but it’s still pressured because it isn’t generating enough income to fully cover the dividend even as the board says it can sustain it.2d ago
Grant CardoneBEARI consider Starwood (STWD) and like large multifamily owners at risk of legacy position stress because portfolios bought at peak pricing can require recapitalizations or write‑downs when values reset.39d ago"STWD is the only mortgage REIT he calls out with the most stable dividend track record, but it’s still pressured because it isn’t generating enough income to fully cover the dividend even as the board says it can sustain it."
"I consider Starwood (STWD) and like large multifamily owners at risk of legacy position stress because portfolios bought at peak pricing can require recapitalizations or write‑downs when values reset."