v3.26.1
Owned Real Estate, Net (Tables)
6 Months Ended
Jun. 30, 2026
Real Estate [Abstract]  
Schedule of Asset Acquisition The
following table presents the owned real estate assets that were acquired during the six months ended June 30, 2026 ($ in
thousands):
Acquisition Date
Location
Property Type
Acquisition Date Fair Value
March 2026
San Francisco, CA
Hospitality
$41,082
June 2026
Dallas, TX
Multifamily
149,906
$190,988
Schedule of Real Estate Owned Assets The following table presents the assets and liabilities related to owned real estate held for investment included in our
consolidated balance sheets ($ in thousands):
June 30, 2026
December 31, 2025
Assets
Building and building improvements
$844,474
$708,097
Land and land improvements
507,719
461,585
Total
$1,352,193
$1,169,682
Less: accumulated depreciation
(55,204)
(34,707)
Owned real estate, net
$1,296,989
$1,134,975
Intangible real estate assets
$163,108
$161,690
Less: accumulated amortization
(62,191)
(44,601)
Intangible real estate assets, net(1)
$100,917
$117,089
Liabilities
Intangible real estate liabilities
$3,985
$3,985
Less: accumulated amortization
(1,072)
(570)
Intangible real estate liabilities, net(2)
$2,913
$3,415
(1)Included within other assets on our consolidated balance sheets. Refer to Note 6 for further information.
(2)Included within other liabilities on our consolidated balance sheets. Refer to Note 6 for further information.
Schedule of Revenue and Expenses From Real Estate Owned Revenue and expenses from owned real estate consisted of the following ($ in thousands):
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Rental revenue
$24,024
$16,207
$48,198
$30,541
Hospitality revenue
42,802
16,643
87,263
33,679
Other operating revenue
8,671
5,962
14,630
11,625
Revenue from owned real estate
$75,497
$38,812
$150,091
$75,845
Operating expense
$61,128
$31,089
$122,218
$61,177
Depreciation and amortization expense
20,312
16,707
41,197
32,921
Total expenses from owned real estate
$81,440
$47,796
$163,415
$94,098
Loss from owned real estate
$(5,943)
$(8,984)
$(13,324)
$(18,253)
Schedule of Undiscounted Future Minimum Rental Income The following table presents the undiscounted future minimum rents we expect to receive for our office properties as of
June 30, 2026. Leases at our multifamily assets are short term, generally 12 months or less, and are therefore not included
($ in thousands):
Future Minimum Rents
2026 (remaining)
$63,269
2027
76,254
2028
65,912
2029
52,556
2030
45,884
Thereafter
132,503
Total
$436,378
Schedule of Below Market Lease, Future Amortization Income The following table presents the estimated future amortization of lease intangibles for each of the next five years and
thereafter as June 30, 2026 ($ in thousands):
In-place lease intangibles
Above-market lease intangibles
Below-market lease intangibles
2026 (remaining)
$17,367
$2,991
$(461)
2027
18,406
4,248
(769)
2028
13,119
3,408
(644)
2029
9,861
2,518
(491)
2030
7,382
2,165
(304)
Thereafter
14,363
5,089
(244)
Total
$80,498
$20,419
$(2,913)
Schedule of Intangible Asset, Finite-Lived, and Capitalized Cost, Software to be Sold, Leased, or Marketed, Estimated Amortization Expense The following table presents the estimated future amortization of lease intangibles for each of the next five years and
thereafter as June 30, 2026 ($ in thousands):
In-place lease intangibles
Above-market lease intangibles
Below-market lease intangibles
2026 (remaining)
$17,367
$2,991
$(461)
2027
18,406
4,248
(769)
2028
13,119
3,408
(644)
2029
9,861
2,518
(491)
2030
7,382
2,165
(304)
Thereafter
14,363
5,089
(244)
Total
$80,498
$20,419
$(2,913)