v3.25.4
Schedule IV - Mortgage Loans on Real Estate
12 Months Ended
Dec. 31, 2025
SEC Schedule, 12-29, Real Estate Companies, Investment in Mortgage Loans on Real Estate [Abstract]  
Schedule IV - Mortgage Loans on Real Estate
Type of Loan/
Borrower
Description /
Location
Interest Payment
Rates(1)
Maximum
Maturity
Date(2)
Periodic
Payment
Terms(3)
Prior
Liens(4)
Face Amount
of Loans
Carrying
Amount of
Loans(5)
Principal Amount
of Loans Subject to
Delinquent
Principal or
Interest(6)
Senior Mortgage Loans(7)
Senior loans in excess of 3% of the carrying amount of total loans
Borrower A
Mixed-Use /
Dublin, IE
+ 3.20%
2027
I/O
$
$957,290
$955,767
$
Borrower B
Hospitality /
Australia
+ 4.75%
2030
P/I
882,838
877,908
Senior loans less than 3% of the carrying amount of total loans
Senior Mortgage
Loans
Multifamily /
Diversified
+1.81%4.75%
Fixed 5.74%
20262031
I/O
& P/I
4,327,983
4,312,692
Senior Mortgage
Loans
Industrial /
Diversified
+2.40%5.00%
20262030
I/O
& P/I
3,815,182
3,793,175
Senior Mortgage
Loans
Office /
Diversified
-1.30%4.10%
Fixed 4.00% -
6.00%
20262030
I/O
& P/I
3,386,482
3,377,816
Senior Mortgage
Loans
Mixed-Use /
Diversified
+2.76%4.60%
20262030
I/O
1,818,395
1,810,916
Senior Mortgage
Loans
Hospitality /
Diversified
+2.75%4.95%
20252030
I/O
& P/I
928,161
927,089
88,039
Senior Mortgage
Loans
Self-Storage /
Diversified
+3.10%3.50%
20262030
I/O
660,229
659,515
Senior Mortgage
Loans
Retail /
Diversified
+2.75%3.35%
20262030
I/O
475,229
473,143
Senior Mortgage
Loan
Other /
Diversified,
UK
+5.19%
2028
I/O
293,805
293,501
Senior Mortgage
Loans
Life Sciences/
Studio /
Diversified
+3.75%
Fixed 3.25%
20262030
I/O
227,128
227,105
15,932,594
15,874,952
88,039
Total senior mortgage loans
$
$17,772,722
$17,708,627
$88,039
Subordinate Loans(8)
Subordinate loans less than 3% of the carrying amount of total loans
Subordinate
loans
Various /
Diversified
+2.50%9.50%
Fixed 10.00%
20262034
I/O
1,489,264
382,048
360,507
Total subordinate loans
$1,489,264
$382,048
$360,507
$88,039
Total loans
$1,489,264
$18,154,768
$18,069,134
$88,039
CECL reserve(8)
(284,440)
Total loans, net
$17,784,694
(1)The interest payment rates are expressed as a spread over the relevant floating benchmark rates, which include SOFR, SONIA,
EURIBOR, CORRA, and other indices, as applicable to each loan. Excludes loans accounted for under the cost-recovery and
nonaccrual methods, if any.
(2)Maximum maturity date assumes all extension options are exercised.
(3)I/O = interest only, P/I = principal and interest.
(4)Represents only third-party liens.
(5)The tax basis of the loans included above is $18.0 billion as of December 31, 2025.
(6)This loan is risk rated “5” with an asset-specific CECL reserve of $39.0 million.
(7)Includes senior mortgages and similar credit quality loans, including related contiguous subordinate loans, and pari passu
participations in senior mortgage loans.
(8)Includes loans in which we have previously originated a whole loan and sold a senior mortgage interest to a third party, resulting in
these subordinate interests in mortgages and mezzanine loans.
(9)As of December 31, 2025, we had a total loans receivable CECL reserve of $284.4 million, of which $87.3 million is specifically
related to six of our loans receivable with an aggregate amortized cost basis of $174.6 million as of December 31, 2025. Refer to Note
3 for further information on our CECL reserves.
Reconciliation of Mortgage Loans on Real Estate:
The following table reconciles mortgage loans on real estate for the years ended:
2025
2024
2023
Balance at January 1,
$19,047,518
$23,787,012
$25,017,880
Additions during period:
Loan fundings
5,617,406
1,356,208
1,344,130
Payment-in-kind interest, net of interest received
19,535
16,660
2,865
Amortization of fees and other items
59,421
64,133
78,428
Deductions during period:
Loan repayments, sales, and cost-recovery proceeds
(6,133,361)
(4,751,286)
(2,924,401)
Charge-offs
(556,116)
(384,603)
Transfer to owned real estate
(565,110)
(590,937)
Transfer to other assets, net
(90,197)
(70,248)
Unrealized gain (loss) on foreign currency translation
741,766
(347,728)
286,102
Deferred fees and other items
(71,728)
(31,693)
(17,992)
Balance at December 31,
$18,069,134
$19,047,518
$23,787,012
CECL reserve
(284,440)
(733,936)
(576,936)
Net balance at December 31,
$17,784,694
$18,313,582
$23,210,076