Starwood Property Trust stock falls after $2.2 billion acquisition deal

Published 16/07/2025, 22:28
© Reuters.

Investing.com -- Starwood Property Trust (NYSE:STWD) stock fell 3.5% after the company announced a definitive agreement to acquire Fundamental Income Properties for approximately $2.2 billion, along with a public offering of 25.5 million shares to help fund the purchase.

The Miami Beach-based real estate investment trust will acquire Fundamental, a fully integrated net lease real estate operating platform currently owned by Brookfield Asset Management (TSX:BAM). The deal includes a portfolio of 467 properties spanning 12 million square feet across 44 states, with assets featuring a 17-year weighted average lease term and 2.2% average annual rent escalations.

In connection with the acquisition, Starwood will assume Fundamental’s existing financing facilities totaling $1.3 billion, including $0.9 billion of asset-backed security debt. The company plans to fund the remainder of the purchase price with a combination of cash on hand and debt and equity capital.

To support the financing, Starwood announced a public offering of 25.5 million shares of common stock, with underwriters holding a 30-day option to purchase up to an additional 3.825 million shares. BofA Securities and Wells Fargo (NYSE:WFC) Securities will serve as joint book-running managers for the offering.

The acquisition will bring Fundamental’s 28-person team under Starwood’s umbrella, adding capabilities in originations, credit and real estate underwriting, portfolio management, and capital markets. The portfolio includes properties leased to 92 tenants across 56 industries with 100% occupancy.

"We anticipate this investment to be accretive to distributable earnings after giving effect to projected refinancing of existing debt and projected acquisition volume, and the impact of this accretion will grow as we deploy more capital at our targeted yields," said Jeffrey DiModica, President of Starwood Property Trust.

The transaction is expected to close on or about July 23, 2025, subject to customary closing conditions.

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