Added to YB: 2025-09-04
Pitch date: 2025-07-17
TRTX [bullish]
TPG RE Finance Trust, Inc.
+10.28%
current return
Author Info
No bio for this author
Company Info
TPG RE Finance Trust, Inc., a commercial real estate finance company, originates and acquires a portfolio of commercial real estate-related assets in the United States.
Market Cap
$640.1M
Pitch Price
$7.53
Price Target
11.00 (+33%)
Dividend
11.59%
EV/EBITDA
N/A
P/E
12.92
EV/Sales
N/A
Sector
Mortgage Real Estate Investment Trusts (REITs)
Category
dividend
TPG RE Finance Trust, Inc. - $TRTX
TRTX: Commercial mREIT at 0.7x book, 11.8% yield. Early portfolio cleanup complete, now positioned for offense with $800M-1B lending capacity in lender-favorable CRE market. Base case $1.10 dividend (vs $0.96 current) = 13.6% yield. 40-50% upside from dividend growth + re-rating to 10% yield/$11 price target.
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