v3.26.1
Investment in Real Estate Debt, Net
6 Months Ended
Jun. 30, 2026
Financing Receivable, after Allowance for Credit Loss [Abstract]  
Investment in Real Estate Debt, Net

4. Investment in Real Estate Debt, Net

The following table details the Company’s investment in real estate debt:

 

 

 

June 30, 2026

Loan Type

 

Principal Balance

 

 

Deferred Fees

 

 

Carrying Value

 

 

Coupon(1)

 

Maturity Date

 

Property Type

 

Location

First mortgage

 

$

76,004

 

 

$

375

 

 

$

75,629

 

 

S + 4.15%

 

1/1/2028

 

Healthcare

 

Naples, FL

 

(1)
Represents the one-month SOFR, which was 3.68% as of June 30, 2026.

 

 

 

December 31, 2025

Loan Type

 

Principal Balance

 

 

Deferred Fees

 

 

Carrying Value(1)

 

 

Coupon(2)

 

Maturity Date

 

Property Type

 

Location

First mortgage

 

$

75,969

 

 

$

499

 

 

$

74,921

 

 

S + 4.15%

 

1/1/2028

 

Healthcare

 

Naples, FL

 

(1)
Net of a $549 CECL Allowance.
(2)
Represents the one-month SOFR, which was 3.88% as of December 31, 2025.

CECL Allowance

During the three months ended June 30, 2026, the Company reversed its CECL allowance as a result of the repayment of its investment in real estate debt subsequent to the end of the period. During the three and six months ended June 30, 2025, the Company did not record any charge-offs or recoveries related to its investment in real estate debt.

As of June 30, 2026, the Company’s investment in real estate debt was not delinquent.