Q2 2026 saw a GAAP net loss of $0.48 per share and distributable earnings of $0.31 per share, with significant portfolio rotation into residential, industrial, and net lease sectors. Office exposure was reduced, impairments increased CECL reserves, and capital is being redeployed into high-convicti…
Q2 2026 saw a GAAP net loss of $0.48 per share and distributable earnings of $0.31 per share, with significant portfolio rotation into residential, industrial, and net lease sectors. Office exposure was reduced, impairments increased CECL reserves, and capital is being redeployed into high-conviction strategies.
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