REITResearch Real estate investment trust research powered by AI

TPG RE Finance Trust, Inc. TRTX

Listed / Traded Mortgage NYSE Mgmt:

TPG RE Finance Trust, Inc. (TRTX) operates as a financial institution primarily engaged in the commercial real estate sector within the United States. Its core business involves generating, purchasing, and actively overseeing a variety of debt instruments connected to commercial properties. The company's investment strategy encompasses a wide range of commercial real estate-backed debt, including senior and subordinate mortgage loans, mezzanine financing, preferred equity stakes, and various secured real estate securities. TRTX also allocates capital to commercial mortgage-backed securities (CMBS) and collateralized loan obligations (CLOs) that are underpinned by real estate assets. These investments are predominantly tied to properties within key sectors such as office buildings, multifamily residences, life science facilities, mixed-use developments, hospitality venues, industrial sites, and retail spaces. For federal income tax purposes, TPG RE Finance Trust, Inc. is structured as a Real Estate Investment Trust (REIT). This classification generally allows the company to avoid federal corporate income tax liabilities, provided it distributes at least 90% of its taxable income to its stockholders. Established in 2014, the company maintains its corporate headquarters in New York, New York.

Snapshot

Price
$8.51
Market cap
$657.89M
Enterprise value
$3.93B
Dividend yieldi
11.28%
Annual dividendi
$0.96
Frequency
Quarterly
FFO / sharei
Not reported (common for mortgage REITs)
Distributable EPS / sharei
$0.25 · Q1 2026
Net debt / EBITDAi
12.00x · GAAP est.
Op. cash flow / sharei
$1.14
Price / OCFi
7.48
Payout (% of OCF)i
84.40%
Debt / book capitali
76.00%
Premium / disc. to NAVi
No free consensus-NAV source
Credit ratingi
No free ratings feed

Reported FFO / Distributable EPS / leverage are from the Q1 2026 earnings release (filed 2026-06-01) — 8-K, EX-99.1.

Yield uses the latest declared dividend, annualized (latest regular payout × frequency; special/liquidating distributions excluded) — an announced-but-not-yet-declared change isn't reflected until it has an ex-date. FFO, AFFO and Net debt / Adj. EBITDA are the company's reported figures from its latest earnings 8-K. Price/OCF and payout use GAAP operating cash flow. NAV premium and credit ratings have no free source yet. See Methodology.

Balance sheet (latest FY: 2025)

Total debt
$3.29B
Cash
$88.27M
Net debt / EBITDAi
12.00x
Debt / book capitali
76.00%
Total assets
$4.41B
Total equity
$1.07B
Sponsored
Advanced charts & data →

Debt-maturity ladder, fixed/floating split, secured/unsecured and coverage ratios come from the supplemental — not yet ingested.

Financial history

FYRevenueNet incomeD&A EBITDAOp. cash flow
2025 $332.57M $60.32M $12.72M $262.38M $90.36M
2024 $350.93M $74.33M $14.95M $291.14M $112.13M
2023 $390.17M $-116.63M $3.50M $162.39M $80.13M
2022 $305.71M $-60.07M $0.00 $101.22M $100.50M
2021 $240.72M $138.55M $0.00 $224.70M $132.17M
2020 $80.81M $-136.83M $2.42M $-26.87M $132.09M

Dividends

Ex-dateRecordPaymentDeclaredAmountFreq.
2026-06-262026-06-262026-07-24 2026-06-12$0.24Irregular
2026-03-272026-03-272026-04-24 2026-03-13$0.24Quarterly
2025-12-262025-12-262026-01-23 2025-12-12$0.24Quarterly
2025-09-262025-09-262025-10-24 2025-09-12$0.24Quarterly
2025-06-272025-06-272025-07-25 2025-06-13$0.24Quarterly
2025-03-282025-03-282025-04-25 2025-03-14$0.24Quarterly
2024-12-272024-12-272025-01-24 2024-12-13$0.24Quarterly
2024-09-272024-09-272024-10-25 2024-09-13$0.24Quarterly
2024-06-272024-06-272024-07-25 2024-06-17$0.24Quarterly
2024-03-272024-03-282024-04-25 2024-03-15$0.24Quarterly
2023-12-282023-12-292024-01-25 2023-12-18$0.24Quarterly
2023-09-272023-09-282023-10-25 2023-09-11$0.24Quarterly
2023-06-272023-06-282023-07-25 2023-06-12$0.24Quarterly
2023-03-282023-03-292023-04-25 2023-03-14$0.24Quarterly
2022-12-282022-12-292023-01-25 2022-12-09$0.24Quarterly
2022-09-272022-09-282022-10-25 2022-09-12$0.24Quarterly
2022-06-272022-06-282022-07-25 2022-06-13$0.24Quarterly
2022-03-282022-03-292022-04-25 2022-03-14$0.24Quarterly
2021-12-282021-12-292022-01-25 2021-12-14$0.31Special
2021-09-282021-09-292021-10-22 2021-09-13$0.24Quarterly
2021-06-252021-06-282021-07-23 2021-06-14$0.20Quarterly
2021-03-252021-03-262021-04-23 2021-03-15$0.20Quarterly
2020-12-242020-12-282021-01-22 2020-12-15$0.38Special
2020-09-242020-09-252020-10-23 2020-09-15$0.20Quarterly

Coverage (payout of operating cash flow): 84.40%. Tax-character split (ordinary / 199A / capital gain / return of capital) — not disclosed (requires the annual allocation release).

Same-store NOI, occupancy, leasing/WALT, top tenants, external-manager fees, development pipeline and (for non-traded vehicles) share-class fees, redemption/gating and NAV methodology are planned modules sourced from supplementals and prospectuses.

Theme