)
Visual
test
Starwood European Real Estate Finance
Starwood European Real Estate Finance (SWEF) investor relations material
Starwood European Real Estate Finance H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary8 Sep, 2025
Executive summary
Continued orderly realisation of assets and return of capital to shareholders, with £46.0m returned in H1 2025, totaling £256.0m since January 2023, or 61.9% of NAV as of 31 Jan 2023.
One loan asset repaid in full during H1 2025; two more repaid after 30 June 2025, leaving four remaining loan assets as of report issuance.
Significant further impairment on Office Portfolio, Ireland, with carrying value written down to £5.8m as of 30 June 2025 and further to £4.1m by 31 August 2025.
NAV remained stable except for the impact of the impairment; annualised dividend of 5.5p per share maintained.
Financial highlights
Net income for H1 2025 was £42,908, down from £10.8m in H1 2024, reflecting lower portfolio size and higher impairments.
Total income for H1 2025 was £7.5m (H1 2024: £12.7m); impairment loss on loans advanced was £6.2m.
NAV at 30 June 2025 was £144.2m (97.41p/share), down from £283.5m (104.92p/share) at 30 June 2024.
Cash and cash equivalents at 30 June 2025 were £48.6m; no unfunded loan commitments remain.
Dividend yield at 30 June 2025 was 6.3% on share price.
Outlook and guidance
Focus remains on robust asset management, orderly realisation of the remaining portfolio, and timely capital return.
Target dividend of 5.5p per share expected to be maintained through 2025.
Realisation of assets remains on track to complete within the original 3-4 year timeframe set in January 2023.
Update on asset realisation timeline.
Office Portfolio Ireland: expected recovery?
Risk profile of the remaining 4 loans?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Starwood European Real Estate Finance
Next Starwood European Real Estate Finance earnings date
H2 20251 Apr, 2026
Starwood European Real Estate Finance
Next Starwood European Real Estate Finance earnings date
H2 20251 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage