Seven Hills Realty Trust · NASDAQ:SEVN
Seven Hills Realty Trust — Investor Presentation (June 2026)
30 slides from Seven Hills Realty Trust's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
INVESTOR PRESENTATION June 2026
Slide 2: Warning Regarding Forward-Looking Statements
S E V E N H I L L S R E A L T Y T R U S T WARNING REGARDING FORWARD-LOOKING STATEMENTS This presentation contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other securities laws. Whenever Seven Hills Realty Tr
Slide 3: Table of Contents
Table of Contents Page COMPANY OVERVIEW 4 RECENT HIGHLIGHTS 8 MARKET OPPORTUNITY 15 EXECUTION & PORTFOLIO GROWTH 18 APPENDIX 22 33
Slide 4: Company Overview
SEVEN HILLS REALTY TRUST
Slide 5: Business at a Glance
S E V E N H I L L S R E A L T Y T R U S T BUSINESS AT A GLANCE1 SEVN 26 $747M 7.8% Floating-Rate First Total Loan Weighted Average Nasdaq Listed Mortgage Loans Commitments All In Yield 67% $865M 1.4x ~20% Weighted Average Manager Ownership Total Debt Capacity Debt to Equity Ratio LTV in SEVN Seven H
Slide 6: Compelling Investment Opportunity
S E V E N H I L L S R E A L T Y T R U S T COMPELLING INVESTMENT OPPORTUNITY Senior secured, diversified loan portfolio managed by an established CRE lender with an impressive track record and supported by a nationwide real estate platform. • 100% invested in floating rate first mortgage loans High Q
Slide 7: Target Investments
S E V E N H I L L S R E A L T Y T R U S T TARGET INVESTMENTS Selective origination strategy providing flexible capital solutions for middle market CRE, underpinned by disciplined underwriting and downside protection Loan Size Principal balances typically $20 million to $75 million. First lien mortga
Slide 8: Recent Highlights
Pe i a Mba SEVEN HILLS XW Recent Highlights
Slide 9: Portfolio Performance
S E V E N H I L L S R E A L T Y T R U S T PORTFOLIO PERFORMANCE While distributable earnings have been temporarily impacted by declining base rates and dilution from the December rights offering, SEVN’s increased shareholders’ equity positions the Company to invest capital and grow earnings in upcom
Slide 10: Income from Loan Investments, Net - Interest Rate Trends
S E V E N H I L L S R E A L T Y T R U S T INCOME FROM LOAN INVESTMENTS, NET - INTEREST RATE TRENDS 1Q26 originations achieved the highest net interest margins over the past four years, with additional upside to total returns from exit fees. This reflects improved transaction conditions and the stren
Slide 11: Notable 2Q26 Transactions
S E V E N H I L L S R E A L T Y T R U S T NOTABLE 2Q26 TRANSACTIONS Recent Loan Originations Office Loan Repayment Loan Roswell, GA Philadelphia, PA Loan Downers Grove, IL Type First Mortgage Loan First Mortgage Loan Type First Mortgage Loan Size $36.3 million $16.0 million Size $26.5 million Collat
Slide 12: Loan Portfolio Overview
S E V E N H I L L S R E A L T Y T R U S T LOAN PORTFOLIO OVERVIEW Well diversified portfolio of 100% floating rate loans with strong credit metrics. 2026 YTD Originations As of June 1, 2026 Number of Loans 5 26 Average Loan Commitment $23,962 $28,719 Total Loan Commitments $119,810 $746,693 Unfunded
Slide 13: Loan Portfolio Overview (Continued)
S E V E N H I L L S R E A L T Y T R U S T LOAN PORTFOLIO OVERVIEW (Continued) Property Type1 Geographic Diversity1 Medical Office Retail 4% 2% Midwest Mixed Use 3% 5% Self Storage 9% Office 20% West 24% South 38% Multifamily 10% Hotel 17% Industrial East 16% Student 35% Housing 17% Loan to Value1 Ri
Slide 14: First Quarter Capitalization
S E V E N H I L L S R E A L T Y T R U S T FIRST QUARTER CAPITALIZATION Strong relationships with Secured Financing Providers continue to support SEVN’s growth strategy to invest in accretive loan opportunities. Highlights Secured Financing Facilities1 (Dollars in millions) • Secured Financing Facili
Slide 15: Market Opportunity
Market Opportunity —_ |
Slide 16: Structural Tailwinds in Middle Market CRE Lending
S E V E N H I L L S R E A L T Y T R U S T STRUCTURAL TAILWINDS IN MIDDLE MARKET CRE LENDING Demand for CRE debt capital in the underserved middle market is expected to remain strong as regional banks reduce CRE exposure, creating an opportunity for alternative lenders like SEVN to benefit from favor
Slide 17: Large and Near-Term CRE Debt Maturity Opportunity
S E V E N H I L L S R E A L T Y T R U S T LARGE AND NEAR-TERM CRE DEBT MATURITY OPPORTUNITY ~$3.0T of CRE debt, including ~$1.2T in multifamily, matures over the next five years, creating a substantial financing opportunity for flexible lenders. CRE Debt Maturities, 2026-2030 ($B)1 $1,000 $900 Total
Slide 18: Execution & Portfolio Growth
Execution & Portfolio Growth
Slide 19: Disciplined Investment Screening Process
S E V E N H I L L S R E A L T Y T R U S T DISCIPLINED INVESTMENT SCREENING PROCESS Seven Hills employs a rigorous, multi-disciplinary screening process to identify loan opportunities with the most attractive risk-adjusted returns. Production Statistics 1Q26 Trailing Twelve Months Loans Screened • Sc
Slide 20: Differentiated Sourcing Through Deep Relationships
S E V E N H I L L S R E A L T Y T R U S T DIFFERENTIATED SOURCING THROUGH DEEP RELATIONSHIPS Tremont’s reputation in CRE lending and RMR’s scope and scale across the U.S. provides a deep network of relationships for sourcing opportunities. Repeat Business Approximately one-third of Tremont’s loan vo
Slide 21: Consistent Portfolio Growth Through Capital Deployment
S E V E N H I L L S R E A L T Y T R U S T CONSISTENT PORTFOLIO GROWTH THROUGH CAPITAL DEPLOYMENT SEVN is growing the portfolio through selective deployment, prioritizing high-quality loans in capital-constrained segments where fundamentals remain strong. Total Loan Commitments by Quarter (Dollars in
Slide 22: Appendix
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Slide 23: Managed by Tremont Realty Capital
S E V E N H I L L S R E A L T Y T R U S T MANAGED BY TREMONT REALTY CAPITAL Impressive track record with deep experience originating and actively managing middle market and transitional CRE loans. Established Manager Fully Integrated Platform • ~$9.5 billion of loan originations completed since ince
Slide 24: Vertically Integrated National Real Estate Investing Platform
S E V E N H I L L S R E A L T Y T R U S T VERTICALLY INTEGRATED NATIONAL REAL ESTATE INVESTING PLATFORM National Multi-Sector RMR Platform RMR Clients Investment Platform Over Industrial $37 Billion 32% $11.8 Billion Private Capital in AUM Residential 68% $25.4 Billion Perpetual Over Capital 800 Sen
Slide 25: Loan Investment Details
S E V E N H I L L S R E A L T Y T R U S T LOAN INVESTMENT DETAILS (Dollars in thousands) First mortgage loans, pro forma as of June 1, 2026: Committed Maximum Origination Principal Principal Coupon All in Maturity Maturity Risk # Location Property Type Date Amount Balance Rate Yield Date Date LTV Ra
Slide 26: Loan Investment Details (Continued)
S E V E N H I L L S R E A L T Y T R U S T LOAN INVESTMENT DETAILS (Continued) (Dollars in thousands) First mortgage loans, pro forma as of June 1, 2026: Committed Maximum Origination Principal Principal Coupon All in Maturity Maturity Risk # Location Property Type Date Amount Balance Rate Yield Date
Slide 27: Non-GAAP Financial Measures
S E V E N H I L L S R E A L T Y T R U S T NON-GAAP FINANCIAL MEASURES (amounts in thousands, except per share data) Three Months Ended March 31, December 31, September 30, June 30, March 31, 2026 2025 2025 2025 2025 Net income $ 4,385 $ 4,794 $ 3,430 $ 2,678 $ 4,532 Non-cash equity compensation expe
Slide 28: Non-GAAP Financial Measures (Continued)
S E V E N H I L L S R E A L T Y T R U S T NON-GAAP FINANCIAL MEASURES (Continued) We present Distributable Earnings, Distributable Earnings per common share, Adjusted Book Value and Adjusted Book Value per common share, which are considered “non-GAAP financial measures” within the meaning of the app
Slide 29: Non-GAAP Financial Measures (Continued)
S E V E N H I L L S R E A L T Y T R U S T NON-GAAP FINANCIAL MEASURES (Continued) All In Yield: All In Yield represents the yield on a loan, including amortization of deferred fees over the initial term of the loan and excluding any purchase discount accretion. BMO Facility: Amounts advanced under t
Slide 30: Two Newton Place, 255 Washington Street
TWO NEWTON PLACE | 255 WASHINGTON STREET, SUITE 300 | NEWTON, MASSACHUSETTS 02458 SEVNREIT.COM
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