v3.26.1
Equity Method Investments
3 Months Ended
Mar. 31, 2026
Equity Method Investments and Joint Ventures [Abstract]  
Equity Method Investments
Note 9 - Equity Method Investments
55 Riverwalk Aker/BSP Venture LLC - The Company holds a 21.01% interest in 55 Riverwalk Aker/BSP Venture LLC (the "55 Riverwalk JV"), a joint venture that is a mixed-use development property consisting of a multifamily apartment complex and retail shopping stores. The 55 Riverwalk JV was formed on December 20, 2024, where the Company made an initial investment of $13.3 million. The Company has received total distributions of $0.6 million as of March 31, 2026. The equity investment in 55 Riverwalk JV has a carrying value of $19.0 million and $13.5 million on the consolidated balance sheets as of March 31, 2026 and December 31, 2025, respectively.
Garfield PG JV HoldCo LLC - The Company holds a 28.87% interest in Garfield PG JV HoldCo LLC (the "Garfield JV"), a joint venture that is an industrial property for warehousing and distribution. The Garfield JV was formed on May 22, 2025, where the Company made an initial investment of $9.8 million. The Company has received total distributions of $1.0 million as of March 31, 2026. The equity investment in Garfield JV has a carrying value of $12.9 million and $8.6 million on the consolidated balance sheets as of March 31, 2026 and December 31, 2025, respectively.
NewPoint JV LLC - The Company holds a 7.58% ownership interest in NewPoint JV LLC (the “Bridge JV”), a joint venture with the purpose of investing in multifamily bridge loans. The Company has received total distributions of $1.8 million as of March 31, 2026. The Company has a total commitment of $25.0 million which was completely funded as of March 31, 2026. The equity investment in Bridge JV has a carrying value of $24.1 million and $24.2 million on the consolidated balance sheets as of March 31, 2026 and December 31, 2025, respectively.
NewPoint + MORE Capital Affordable Fund LLC - The Company holds a 29.34% ownership interest in NewPoint + MORE Capital Affordable Fund LLC (the “Affordable JV”), a joint venture with the purpose of investing in multifamily affordable debt instruments through its subsidiary, NewPoint Impact Fund I LP. The Company has a total capital commitment of $30.0 million to Affordable JV, of which $5.8 million was unfunded as of March 31, 2026. The Company has received total distributions of $1.2 million as of March 31, 2026. The equity investment in Affordable JV has a carrying value of $29.0 million and $25.3 million on the consolidated balance sheets as of March 31, 2026 and December 31, 2025, respectively.
Zelda PG JV HoldCo LLC - The Company holds a 27.95% interest in Zelda PG JV HoldCo LLC (the "Gardena JV"), a joint venture that is an industrial property for warehousing and distribution. The Gardena JV was formed on March 18, 2026, where the Company made an initial investment of $13.7 million.
The following table provides a summary of the combined financial position of the Company’s equity method investments as of March 31, 2026 and December 31, 2025 (dollars in thousands):
March 31, 2026December 31, 2025
Total Assets$1,354,411 $1,450,001 
Total Liabilities789,669 918,504 
Net Assets/Member's Equity564,742 531,497 
The following provides a summary of the combined results of operations of the Company’s equity method of investments for the three months ended March 31, 2026 and 2025, respectively (dollars in thousands):
Three Months Ended March 31,
20262025
Total Revenue/Investment Income$26,200 $— 
Unrealized Gain/(Loss) from Investments60,275 — 
Total Expenses19,921 — 
Net Income/(Loss)66,553 — 
Net Income/(Loss) attributable to the Company12,407 —