Franklin Bsp Realty Trust, Inc. · NYSE:FBRT
Franklin Bsp Realty Trust — Realty Finance Trust — Investor Presentation (September 2016)
15 slides from Franklin Bsp Realty Trust's investor presentation, Sep 6, 2016
Slide 1: 2nd Quarter 2016 Webinar Series
2 nd Quarter 2016 Webinar Series
Slide 2: Financing the Growth of Commercial Real Estate
Financing the Growth of Commercial Real Estate Second Quarter 2016 Investor Presentation Note: This program does not own the properties pictured. The properties serve as the underlying collateral for mezzanine loan s h eld by RFT. Platform Advisor To Investment Programs
Slide 3: Important Information
Realty Finance Trust, Inc. 3 IMPORTANT INFORMATION Risk Factors Investing in and owning our common stock involves a high degree of risk . See the section entitled “Risk Factors” in our Form 10 - K filed March 11 , 2016 for a discussion of these risks . Forward - Looking Statements Certain statements
Slide 4: Investment Objectives
Realty Finance Trust, Inc. 4 INVESTMENT OBJECTIVES Our primary investment objectives are: • Preserve and protect capital; • Provide attractive and stable cash distributions; and • Increase the value of assets in order to generate capital appreciation.
Slide 5: Focused Investment Strategy
Realty Finance Trust, Inc. 5 Our focus on originating and acquiring commercial real estate debt investments emphasizes the payment of current returns to investors and preservation of invested capital as our primary objectives. We also seek to realize appreciation in the value of our investments. RFT
Slide 6: Portfolio Diversification
Realty Finance Trust, Inc. 6 6 Asset Type Geographic Location Rate Type Portfolio as of June 30, 2016. PORTFOLIO DIVERSIFICATION Fixed 7.7% Floating 92.3% Office 26% Hospitality 21% Multifamily 24.4% Industrial 4.4% Retail 14% Mixed Use 10.2% New England 3.2% Mideast 16.7% Great Lakes 19.1% Plains 5
Slide 7: Portfolio Performance
Realty Finance Trust, Inc. 7 7 PORTFOLIO PERFORMANCE □ As part of the Company's process for monitoring the credit quality of its loans, it performs a quarterly loan portfolio assessment and assigns risk ratings to each of its loans. □ As of June 30, 2016, the Company assessed the portfolio as perfor
Slide 8: Well Secured Portfolio
Realty Finance Trust, Inc. 8 8 WELL SECURED PORTFOLIO • RFT has a high concentration in senior loans. • As of June 30, 2016 RFT’s portfolio effective yield was 6.1% with a loan to value of 73.0% 72.3% 17.4% 10.3% First Lien Loans Credit Loans CMBS Portfolio as of June 30, 2016.
Slide 9: Portfolio Summary and Growth
Realty Finance Trust, Inc. 9 Summary Number of Investments 91 Carrying Value of Commercial Mortgage Loans $1,128.7 Fair Value of Real Estate Securities (CMBS) 126.0 Total Real Estate Assets $1,254.7 Current Future Funding 113.1 Total Committed Balance $1,367.8 Total Real Estate Assets $1,253.4 Total
Slide 10: Strategic Initiatives
Realty Finance Trust, Inc. 10 □ We continue to maintain a diversified portfolio of commercial real estate (CRE) debt investments . □ Our origination strategy is focused on senior and mezzanine CRE loans throughout the country . □ Obtaining a fully levered portfolio to maximize the earnings potential
Slide 11: Industry Trends
Realty Finance Trust, Inc. 11 11 Strong Demand for Mortgage Loans Improving Real Estate Fundamentals Limited Lender Supply of Mortgage Capital INDUSTRY TRENDS Commercial Real Estate Mortgage Debt Maturities U.S. CMBS Issuance (Data as of 6/30/16) Charge - Off Rates on CRE Loans at Commercial Banks N
Slide 12: Experienced Board and Management Team
Realty Finance Trust, Inc. 12 EXPERIENCED BOARD AND MANAGEMENT TEAM Peter M. Budko CEO and Interim President Nick Radesca CFO, Secre tary and Treasurer Boris Korotkin Executive Vice President RFT is led by seasoned professionals with extensive and dynamic experience in real estate Elizabeth Tuppeny
Slide 13: Consistent Distributions
Realty Finance Trust, Inc. 13 Since inception, Realty Finance Trust has paid out $6.37 per share of regular distributions in cash and DRIP. CONSISTENT DISTRIBUTIONS (1) Totals as of each period presented represent cumulative distributions per share paid to stockholders of record who have held sh are
Slide 14: Risk Factors
Realty Finance Trust, Inc. 14 RISK FACTORS Our potential risks and uncertainties are presented in the section titled “Item 1A. Risk Factors” disclosed in our Annual Rep ort on Form 10 - K for the year ended December 31, 2015. The following are some of the risks and uncertainties, although not all ri
Slide 15: Financing the Growth of Commercial Real Estate
Financing the Growth of Commercial Real Estate www.RealtyFinanceTrust.com ▪ For account information, including balances and the status of submitted paperwork, please call us at (866) 902 - 0063 ▪ Financial Advisors may view client accounts, statements and tax forms at www.dstvision.com ▪ Shareholder
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