v3.26.1
Investments in Real Estate Securities
6 Months Ended
Jun. 30, 2026
Investments, Debt and Equity Securities [Abstract]  
Investments in Real Estate Securities Investments in Real Estate Securities
The following is a summary of the Company’s investments in real estate securities, at fair value at June 30, 2026 and December 31, 2025:
CMBS Bonds
($ in thousands)Number of BondsBenchmark Interest Rate
Weighted Average Interest Rate (1)
Weighted Average Contractual Maturity (years)Par ValueFair Value
June 30, 2026201 month SOFR6.98%3.34$149,447 $149,439 
December 31, 2025171 month SOFR6.83%4.25$103,370 $103,668 
(1) Represents the weighted average interest rate for each real estate security at June 30, 2026 and December 31, 2025, as applicable. Real estate securities earn interest at the one-month term SOFR plus a spread, other than one real estate security with a fixed-rate of 7.76%. At June 30, 2026, the one-month SOFR was 3.65%. At December 31, 2025, the one-month SOFR was 3.69%.
The Company reports CMBS bonds at fair value on the Consolidated Balance Sheets with changes in fair value recorded in Unrealized gain (loss) on real estate securities, at fair value in the Consolidated Statements of Operations.
The following table shows the amortized cost, unrealized gain (loss) and fair value of the Company’s CMBS bonds at June 30, 2026 and December 31, 2025:
(in thousands)Amortized CostUnrealized GainUnrealized LossFair Value
June 30, 2026$149,352 $299 $(212)$149,439 
December 31, 2025$103,269 $400 $— $103,668