Impact ledger
Starwood Property Trust, Inc. (STWD)
17 events mapped to this ticker since 2026-06-15.
Assumption changes
| Date | Assumption | Direction | Magnitude | Conf. |
|---|---|---|---|---|
| 2026-06-25 | wacc | Bearish | — | 0.70 |
| 2026-06-25 | interest_expense | Bullish | — | 0.70 |
| 2026-06-25 | net_debt | Bullish | — | 0.70 |
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-17 | Event | As a large commercial mortgage REIT, STWD is exposed to the broader health of the commercial real estate debt market. Signs of distress in CMBS, as indicated by a special servicer change, could signal headwinds for their loan portfolio or lending environment. | watch | 3-12m | 0.20 |
| 2026-07-15 | Event | As a leading diversified commercial real estate finance company, STWD originates and acquires commercial mortgage loans, including those that may be securitized. While this specific event doesn't directly involve their loans, a rise in special servicing appointments in the CMBS market could indicate | watch | 1-3m | 0.30 |
| 2026-07-15 | Event | Similar to LADR, STWD is a diversified real estate finance company with significant exposure to commercial real estate. The event, while specific, contributes to the overall narrative of the CRE market. Increased special servicing activity could imply broader asset quality concerns, potentially impa | watch | 3-12m | 0.20 |
| 2026-07-02 | Event | As a large commercial mortgage REIT, Starwood Property Trust invests in and originates commercial mortgage loans, including those that may be securitized. While not directly involved in this specific trust, the event highlights potential stress in the CMBS market, which could affect investor sentime | watch | 1-3m | 0.40 |
| 2026-07-01 | Event | As a peer mortgage REIT, STWD's cost of capital and financing options could be benchmarked against ABR's recent offering. | watch | 1-3m | 0.40 |
| 2026-06-30 | Event | While SREIT is a non-traded REIT, Starwood Property Trust (STWD) is a publicly traded mortgage REIT managed by Starwood Capital Group. Significant corporate events within the broader Starwood ecosystem, especially those involving real estate assets or financing, could signal strategic shifts or oppo | watch | 1-3m | 0.50 |
| 2026-06-30 | Event | The filing of a material definitive agreement by Starwood Credit Real Estate Income Trust (SCREIT), an entity related to Starwood Property Trust (STWD), could indicate a significant transaction that might directly or indirectly impact STWD's investment portfolio, capital structure, or strategic dire | watch | 1-3m | 0.60 |
| 2026-06-30 | Event | While SCREIT is a private REIT, its sponsor, Starwood Property Trust (STWD), a publicly traded mortgage REIT, might see some indirect sentiment spillover. Consistent distributions from a related entity could be viewed positively by some investors as an indicator of the broader Starwood real estate i | watch | 1-3m | 0.30 |
| 2026-06-29 | Event | Starwood Property Trust is a leading commercial mortgage REIT that originates, acquires, finances, and manages commercial mortgage loans and other commercial real estate debt investments. While not directly involved in this specific trust, the appointment of a special servicer for a CMBS trust sugge | watch | 1-3m | 0.20 |
| 2026-06-29 | Event | Starwood Property Trust is a leading diversified commercial real estate finance company. While the specific loan is not directly related to STWD, the appointment of a special servicer for a CMBS loan on a hospitality asset (Soho House Chicago) could be seen as a micro-indicator of potential stress i | watch | 3-12m | 0.20 |
| 2026-06-26 | Event | Refinancing existing debt at a higher coupon rate, partially offset by extending maturity and potential ESG investor appeal. | mixed | 1-3m | 0.60 |
| 2026-06-25 | Event | Direct impact from the terms of the material definitive agreement, which could involve acquisitions, dispositions, or significant financing activities. | watch | 1-3m | 0.70 |
| 2026-06-25 | Event | Refinancing existing debt and funding new projects; potential for improved debt maturity profile and lower interest expense if new rates are favorable. | mixed | 1-3m | 0.70 |
| 2026-06-16 | Event | Increased market scrutiny on other publicly traded commercial real estate lenders/REITs, particularly those with similar investment profiles or capital structures. | watch | 1-3m | 0.15 |
| 2026-06-16 | Event | Starwood Property Trust is a peer to ARI in the commercial real estate finance sector. ARI's dividend declaration, especially its 'return of capital' nature, might prompt investors to compare dividend policies and capital allocation strategies across similar mortgage REITs. This could lead to re-eva | watch | 1-3m | 0.30 |
| 2026-06-15 | Event | Indirect sentiment and market perception of commercial real estate debt and equity values. | watch | 1-3m | 0.20 |
| 2026-06-15 | Event | STWD is another major player in commercial real estate finance. The NAV update from an Invesco trust could serve as a bellwether for broader commercial real estate market health, potentially influencing investor perception of STWD's asset quality and future earnings prospects, particularly if the In | watch | 1-3m | 0.40 |
This ledger is regenerated from Market Ontology's public event pipeline. For live alerts on new assumption changes for STWD, start a trial or view the STWD entity page.