Two Harbors Investment Corp · NYSE:TWO
Two Harbors Investment — Investor Presentation (December 2014)
9 slides from Two Harbors Investment's investor presentation, Dec 11, 2014
Slide 1: December 2014 Commercial Real Estate
December 2014 Commercial Real Estate
Slide 2: Safe Harbor Forward-Looking Statements
Safe Harbor F O R W A R D - L O O K I N G S T A T E M EN T S 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. Actual results may differ from expectations, estimates and proj
Slide 3: Two Harbors Mission Based Strategy
Two Harbors Mission Based Strategy OUR MISSION IS TO BE RECOGNIZED AS THE INDUSTRY-LEADING MORTGAGE REIT • Provider of permanent capital to the U.S. residential and commercial mortgage markets BENEFIT OF OUR HYBRID MORTGAGE REIT MODEL: • Flexibility to take advantage of opportunities across the resi
Slide 4: Two Harbors Today
Two Harbors Today 4 OVERVIEW • Largest hybrid mortgage REIT with market cap of approximately $3.5 billion(1) • Total stockholder return of 112% since inception(2) • Performance driven by: ― Rigorous asset selection ― Sophisticated risk mitigation strategies • Portfolio of $14.3 billion as of Septemb
Slide 5: Loan Market: Opportunity to Diversify Two Harbors' Portfolio
Commercial Real Estate Loan Market OPPORTUNIT Y TO DIVERSIFY TWO HARBORS’ PORTFOL IO • More than $3.0 trillion commercial real estate loan market, with over $1.5 trillion maturing over the next several years(1); and further borrowing needs arising from increased sale transaction volume • Banks and o
Slide 6: Initial Two Harbors Allocation of Equity Capital
Commercial Real Estate I N I T I AL T WO H A R BO R S A L LO C AT I O N O F $ 5 0 0 M I L L I O N E Q U I T Y C A P I TAL • Target assets to include first mortgage loans, mezzanine loans, b-notes and preferred equity ― U.S.-domiciled ― Property types typically include: ― Office, multifamily, retail,
Slide 7: Pine River Team
Pine River Commercial Real Estate Team 7 JACK TAYLOR – GLOBAL HEAD OF COMMERCIAL REAL ESTATE Jack Taylor has served as Global Head of Commercial Real Estate of Pine River since November 2014. Prior to joining Pine River, Mr. Taylor served as a Managing Director and Head of the Global Real Estate Fin
Slide 8: Pine River Team (Continued)
Pine River Commercial Real Estate Team (Continued) 8 STEPHEN ALPART – MANAGING DIRECTOR Stephen Alpart has served as Managing Director of Commercial Real Estate of Pine River since November 2014. Prior to joining Pine River, Mr. Alpart served as a Managing Director for Prudential Real Estate Investo
Slide 9: Two Harbors Investment Corp.
TWO HARBORS Investment Corp.
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