v3.26.1
Governmental Issuer Loans (Tables)
3 Months Ended
Mar. 31, 2026
Governmental Issuer Loans [Abstract]  
Summary of Partnership's GIL Investments

The Partnership had the following GIL investments as of March 31, 2026 and December 31, 2025:

 

 

 

 

 

 

 

 

 

 

 

 

 

As of March 31, 2026

 

Property Name

 

Month
Acquired

 

Property
Location

 

Units

 

 

Maturity
Date

 

Interest Rate

 

Current Interest
Rate

 

Amortized
Cost

 

Poppy Grove I (1), (2)

 

September 2022

 

Elk Grove, CA

 

147

 

 

4/15/2026

 

6.78%

 

6.78%

 

 

40,888,328

 

Poppy Grove II (1), (2)

 

September 2022

 

Elk Grove, CA

 

82

 

 

4/15/2026

 

6.78%

 

6.78%

 

 

24,050,000

 

Poppy Grove III (1), (2)

 

September 2022

 

Elk Grove, CA

 

158

 

 

5/15/2026

 

6.78%

 

6.78%

 

 

44,819,507

 

Residency at Sky Village Hollywood (3)

 

December 2025

 

Hollywood, CA

 

523

 

 

12/31/2030

 

SOFR + 3.20%

(4)

6.95%

 

 

29,000,000

 

 

 

 

 

 

 

 

910

 

 

 

 

 

 

 

 

$

138,757,835

 

 

(1)
Freddie Mac, through a servicer, has forward committed to purchase the GIL at maturity at par if the property has reached stabilization and other conditions are met. The Freddie Mac servicer that has forward committed to purchase the GIL at maturity is an affiliate of the Partnership (Note 19).
(2)
The Partnership has agreed to provide a subordinate GIL after the execution of Freddie Mac’s forward purchase commitment if needed by the property. The potential subordinate GIL amounts are up to $3.8 million, $2.2 million, and $4.2 million for Poppy Grove I, Poppy Grove II, and Poppy Grove III, respectively.
(3)
The Residency at Sky Village Hollywood GIL is considered to be available-for-sale sale and reported at fair value, which approximated amortized cost as of March 31, 2026. The Partnership expects to sell the GIL into the Construction Lending JV in the future.
(4)
The variable index interest rate component is subject to an all-in floor of 6.95%. The borrower has the option to convert to fixed rate within 210 days of closing equal to the greater of: (a) the 5-year SOFR Swap Rate + 3.40% or (b) 6.95%.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As of December 31, 2025

 

Property Name

 

Month
Acquired

 

Property
Location

 

Units

 

 

Maturity
Date
(1)

 

Interest
Rate
(2)

 

Current Interest
Rate

 

Amortized
Cost

 

Poppy Grove I (1), (2)

 

September 2022

 

Elk Grove, CA

 

147

 

 

4/1/2026

 

6.78%

 

6.78%

 

 

40,888,328

 

Poppy Grove II (1), (2)

 

September 2022

 

Elk Grove, CA

 

82

 

 

4/1/2026

 

6.78%

 

6.78%

 

 

24,050,000

 

Poppy Grove III (1), (2)

 

September 2022

 

Elk Grove, CA

 

158

 

 

5/1/2026

 

6.78%

 

6.78%

 

 

44,819,507

 

Residency at Sky Village Hollywood (3)

 

December 2025

 

Hollywood, CA

 

523

 

 

12/31/2030

 

SOFR + 3.20%

(4)

7.04%

 

 

29,000,000

 

 

 

 

 

 

 

 

910

 

 

 

 

 

 

 

 

$

138,757,835

 

(1)
Freddie Mac, through a servicer, has forward committed to purchase the GIL at maturity at par if the property has reached stabilization and other conditions are met. The Freddie Mac servicer that has forward committed to purchase the GIL at maturity is an affiliate of the Partnership (Note 19).
(2)
The Partnership has agreed to provide a subordinate GIL after the execution of Freddie Mac’s forward purchase commitment if needed by the property. The potential subordinate GIL amounts are up to $3.8 million, $2.2 million, and $4.2 million for Poppy Grove I, Poppy Grove II, and Poppy Grove III, respectively.
(3)
The Residency at Sky Village Hollywood GIL is considered to be available-for-sale sale and reported at fair value, which approximated amortized cost as of December 31, 2025. The Partnership expects to sell the GIL into the Construction Lending JV in the future.
(4)
The variable index interest rate component is subject to an all-in floor of 6.95%. The borrower has the option to convert to fixed rate within 210 days of closing equal to the greater of: (a) the 5-year SOFR Swap Rate + 3.40% or (b) 6.95%.
Schedule of Principal and Accrued Interest Paid

During the three months ended March 31, 2025, the following GILs were purchased by Freddie Mac through a servicer and all principal and accrued interest amounts due were paid in full:

Property Name

 

Month
Redeemed

 

Principal Proceeds

 

Osprey Village

 

January 2025

 

$

60,000,000

 

Willow Place Apartments

 

January 2025

 

 

20,702,594

 

Willow Place Apartments Supplemental

 

January 2025

 

 

1,500,000

 

 

 

 

 

$

82,202,594