Blair Chamberlain
President & Chief Executive Officer
Replay available
Timbercreek Financial Corp. (TF) Q1 2026 Earnings Call
Timbercreek Financial Corp. (TSX: TF) Q1 2026 earnings conference call, held 2026-05-06. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Scott Rowland
Chief Investment Officer
Jeff McCabe
Head of Canadian Originations and Global Syndication
Tracy Johnson
Chief Financial Officer
Graham Riding
Analyst
James Goyen
Analyst
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Timbercreek Financial Corp..
Replay transcript excerpt
WEBVTT 00:00:00.284 -- 00:00:05.370 Good day, ladies and gentlemen, and welcome to Timber Creek Financial's first quarter 00:00:05.370 -- 00:00:10.557 earnings call. At this time, all participants are in a listen-only mode. 00:00:10.557 -- 00:00:15.623 Following the presentation, we will conduct a question-and-answer session for analysts. 00:00:15.623 -- 00:00:18.907 Analysts are asked to raise their hand to register for a question. 00:00:18.907 -- 00:00:22.872 As a reminder, today's call is being recorded. 00:00:22.872 -- 00:00:25.616 I would now like to turn the meeting over to Blair Chamberlain. 00:00:25.616 -- 00:00:28.117 Please go ahead. 00:00:28.229 -- 00:00:31.933 Thank you. Good afternoon, everyone, and thank you for joining us. 00:00:31.933 -- 00:00:37.440 With me on the call today are Scott Rowland, our Chief Investment Officer, Tracy Johnson, 00:00:37.440 -- 00:00:41.905 our Chief Financial Officer, and Jeff McCabe, who leads Canadian Originations and Global 00:00:41.905 -- 00:00:43.905 Syndication. 00:00:44.268 -- 00:00:49.674 Q1 marked a good start, 2026, with strong origination activity and continued 00:00:49.674 -- 00:00:52.598 progress in repositioning the portfolio. 00:00:52.598 -- 00:00:58.688 During the quarter, we deployed 224 million, and the portfolio has grown nearly 15% year-over-year, 00:00:58.688 -- 00:01:03.713 to approximately $1.24 billion, reflecting the sustained level of lending activity we've 00:01:03.713 -- 00:01:06.535 seen over the past 12 months. 00:01:06.535 -- 00:01:10.619 That investment income for the quarter was solid at $25.1 million, 00:01:10.619 -- 00:01:16.963 a distributable income of 18 cents per share, resulting in a payout ratio of 98.5. 00:01:17.486 -- 00:01:21.469 Importantly, we continue to make steady progress re...