Tpg Mortgage Investment Trust, Inc. · NYSE:MITT

Tpg Mortgage Investment Trust — Merger or Acquisition (August 2026)

14 slides from Tpg Mortgage Investment Trust's merger presentation, Aug 10, 2026

  1. Slide 1: TPG Mortgage Investment Trust, Inc. to Acquire Cherry Hill Mortgage Investment Corporation

    TPG Mortgage Investment Trust, Inc. to Acquire Cherry Hill Mortgage Investment Corporation August 10, 2026 1

  2. Slide 2: Forward Looking Statements & Non-GAAP Financial Information

    Forward Looking Statements & Non-GAAP Financial Information Forward Looking Statements: This presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995 related to the merger, dividends, boo

  3. Slide 3: Additional Disclosures

    Additional Disclosures Important Additional Information and Where to Find It In connection with the merger with Cherry Hill Mortgage Investment Corp (“CHMI”), TPG Mortgage Investment Trust, Inc. (“MITT”) expects to file with the U.S. Securities and Exchange Commission (the “SEC”) a registration stat

  4. Slide 4: Transaction Overview

    Transaction Overview • TPG Mortgage Investment Trust, Inc. (NYSE: MITT) has entered into an agreement to acquire Cherry Hill Mortgage Investment Transaction Summary Corporation (NYSE: CHMI) by issuing new common shares of MITT to CHMI’s stockholders using an exchange ratio of 0.3063x (1) • CHMI stoc

  5. Slide 5: Transaction Highlights

    Transaction Highlights Transformational combination driving potential for significant long-term value creation for shareholders and continued growth Long-Term Value Creation within the U.S. residential mortgage market Providing shareholders with access to a combined investment portfolio spanning acr

  6. Slide 6: Anticipated Benefits of the Transaction

    Anticipated Benefits of the Transaction Anticipated Benefits to MITT Shareholders Anticipated Benefits to CHMI Shareholders Transaction expected to increase MITT’s market capitalization by 36%, Merger consideration represents a significant premium (29%) to improving liquidity and trading volume of t

  7. Slide 7: Cherry Hill Mortgage Investment Corporation Overview

    Cherry Hill Mortgage Investment Corporation Overview Company Overview Investment Portfolio Overview • Fully integrated, internally managed residential mortgage REIT focused on acquiring, investing in and managing residential mortgage assets in the United States 16.4% • CHMI, through a wholly owned s

  8. Slide 8: TPG Mortgage Investment Trust, Inc. Overview

    TPG Mortgage Investment Trust, Inc. Overview Company Overview Investment Portfolio Overview • Pure-play residential mortgage REIT focused on investing in a diversified risk-adjusted portfolio of residential mortgage-related First Mortgages assets in the U.S. mortgage market • Investment activities p

  9. Slide 9: Diversified & Scaled Pure-Play Residential Platform

    Diversified & Scaled Pure-Play Residential Platform The combined, pro forma company represents a scaled platform with capabilities across Residential Credit, Agency, and Mortgage Servicing, targeting high-teen ROEs in its investment portfolio Pro Forma Investment Portfolio Overview Pro Forma Economi

  10. Slide 10: MITT Share Price Performance: June 2023 - August 2023

    MITT Share Price Performance: June 2023 - August 2023 • The market sees the value in MITT scaling through accretive M&A transactions, as evidenced by the movement in MITT’s stock price in the lead-up to the announcement of its acquisition of Western Asset Mortgage Capital Corporation (“WMC”) in 2023

  11. Slide 11: MITT Performance Since WMC Acquisition

    MITT Performance Since WMC Acquisition Total Return Since Western Asset Mortgage Capital Corporation Acquisition Closing(1) • MITT’s stock price has demonstrated significant momentum relative to its peer group since the successful acquisition of WMC in December 2023 120.0% 100.0% 71% Total Return (%

  12. Slide 12: Appendix

    Appendix 12

  13. Slide 13: TPG – A Scaled and Experienced Global Alternatives Manager

    TPG – A Scaled and Experienced Global Alternatives Manager 1992 $327B(1) 1,900+ 700+ 30 Founded in San Francisco of AUM across public total TPG investment and offices globally and Fort Worth, Texas and private markets employees operations professionals Amsterdam London Frankfurt Beijing Luxembourg C

  14. Slide 14: www.mitt.tpg.com

    TPG www. mitt.tpg.com

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