v3.26.1
Investments in Real Estate-Related Assets
12 Months Ended
Dec. 31, 2025
Investments in Real Estate-Related Assets [Abstract]  
Investments in Real Estate-Related Assets

4. Investments in Real Estate-Related Assets

Mortgage Servicing Rights

As of December 31, 2025 and 2024, the Company’s equity interest in a MSR portfolio was $79.4 million and $9.5 million, respectively. As of December 31, 2025 and 2024, the fair value of the MSR portfolio was $74.8 million and $9.8 million, respectively. The interest in the MSR portfolio represents $5.6 billion (unaudited) of unpaid principal balance on residential mortgage loans.

Residential Bridge Loans

The following table details the Company’s investment in residential bridge loans as of December 31, 2025 ($ in thousands):

 

Number of Loans

 

Loan Amount(1)

 

 

Outstanding Principal

 

 

Fair Value

 

 

Interest Rate

 

 

Maximum Maturity Date(2)

64

 

$

44,692

 

 

$

27,735

 

 

$

27,735

 

 

 

10.00

%

 

10/31/2026

 

 

(1)
Loan amount consists of outstanding principal balance plus unfunded loan commitments.

 

(2)
Maximum maturity date assumes all extension options are exercised.

The following table details the Company’s investment in residential bridge loans as of December 31, 2024 ($ in thousands):

Number of Loans

 

Loan Amount(1)

 

 

Outstanding Principal

 

 

Fair Value

 

 

Interest Rate

 

 

Maximum Maturity Date(2)

3

 

$

5,979

 

 

$

2,750

 

 

$

2,750

 

 

 

10.00

%

 

8/19/2025

 

 

(1)
Loan amount consists of outstanding principal balance plus unfunded loan commitments.

 

(2)
Maximum maturity date assumes all extension options are exercised.

Tax Lien Investments

As of December 31, 2025, the Company held the following tax lien investments ($ in thousands):

 

Location

 

Lien Count

 

 

Acquisition
Date

 

Par Value

 

 

Fair Value

 

New Jersey

 

 

1,106

 

 

8/30/2024

 

$

35,392

 

 

$

35,263

 

Mississippi

 

 

1,433

 

 

9/4/2024

 

 

7,708

 

 

 

8,388

 

Colorado

 

 

1,750

 

 

10/23/2024

 

 

19,016

 

 

 

20,047

 

California

 

 

64,448

 

 

12/4/2024

 

 

67,386

 

 

 

70,974

 

Illinois

 

 

257

 

 

12/10/2024

 

 

5,946

 

 

 

5,921

 

New York

 

 

232

 

 

2/18/2025

 

 

4,430

 

 

 

4,224

 

Connecticut

 

 

631

 

 

4/28/2025

 

 

5,473

 

 

 

5,602

 

Ohio

 

 

163

 

 

4/28/2025

 

 

2,766

 

 

 

2,750

 

Florida

 

 

35,180

 

 

6/1/2025

 

 

214,964

 

 

 

214,326

 

Alabama

 

 

2

 

 

11/6/2025

 

 

118

 

 

 

118

 

Washington D.C.

 

 

16

 

 

11/6/2025

 

 

579

 

 

 

573

 

Massachusetts

 

 

22

 

 

11/6/2025

 

 

754

 

 

 

715

 

Maryland

 

 

3

 

 

11/6/2025

 

 

42

 

 

 

42

 

Total

 

 

105,243

 

 

 

 

$

364,574

 

 

$

368,943

 

As of December 31, 2024, the Company held the following tax lien investments ($ in thousands):

Location

 

Lien Count

 

 

Acquisition
Date

 

Par Value

 

 

Fair Value

 

New Jersey

 

 

869

 

 

8/30/2024

 

$

16,668

 

 

$

16,667

 

Mississippi

 

 

691

 

 

9/4/2024

 

 

3,217

 

 

 

3,458

 

Colorado

 

 

1,000

 

 

10/23/2024

 

 

7,213

 

 

 

7,797

 

California

 

 

34,995

 

 

12/4/2024

 

 

36,152

 

 

 

37,655

 

Illinois

 

 

265

 

 

12/10/2024

 

 

2,484

 

 

 

2,505

 

Total

 

 

37,820

 

 

 

 

$

65,734

 

 

$

68,082

 

 

As of December 31, 2025 and 2024, the Company recorded $0.4 million of bid deposits as a component of other assets on the Consolidated Balance Sheets.