Replay available

Timbercreek Financial Corp. (TF) Q2 2026 Earnings Call

Timbercreek Financial Corp. (TSX: TF) Q2 2026 earnings conference call, held 2026-07-30. Replay captured from the company's public earnings webcast.

Thu, July 30, 2026 at 1:00 PMendedReplay
Timbercreek Financial Corp. (TF) Q2 2026 Earnings Call

Hosted by

Featured presenters

Blair Tamblyn

President & CEO

Scott Rowland

Chief Investment Officer

Geoff McTait

Head of Canadian Originations & Global Syndications

Tracy Johnston

Chief Financial Officer

Stephen Boland

Analyst

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Replay transcript excerpt

WEBVTT 00:00:00.211 -- 00:00:05.253 Good day, ladies and gentlemen. Welcome to Timber Creek Financial's 00:00:05.253 -- 00:00:10.416 second quarter earnings call. At this time, all participants are in a listen-only 00:00:10.416 -- 00:00:16.318 mode. Following the presentation, we will conduct a question-and-answer session for analysts. 00:00:16.318 -- 00:00:20.500 Analysts are asked to raise their hand to register for a question. 00:00:20.500 -- 00:00:23.721 As a reminder, today's call is being recorded. 00:00:23.721 -- 00:00:26.523 I would now like to turn the meeting over to Blair Tamblyn. 00:00:26.523 -- 00:00:29.083 Please go ahead. 00:00:29.582 -- 00:00:33.503 Thank you, Operator. Good afternoon, everyone, and thank you for joining us today. 00:00:33.503 -- 00:00:37.804 With me on the call today are Scott Rowland, our Chief Investment Officer, Tracy Johnston, 00:00:37.804 -- 00:00:41.566 our Chief Financial Officer, and Geoff McTait, who leads the Canadian Originations and 00:00:41.566 -- 00:00:44.847 Global Syndications business. 00:00:44.847 -- 00:00:49.248 The second quarter reflected steady execution against our key priorities. 00:00:49.248 -- 00:00:53.689 We maintained stable distributable income, delivered strong origination activity, and 00:00:53.689 -- 00:00:57.530 continued to reduce our stage loan exposure. 00:00:57.530 -- 00:01:02.472 During the quarter, we advanced to approximately $154 million, reflecting positive market 00:01:02.472 -- 00:01:03.892 conditions. 00:01:03.892 -- 00:01:08.274 Net investment income for the quarter was solid at $24.9 million. 00:01:08.274 -- 00:01:12.394 We generated a distributable income of $14.6 million, 00:01:12.655 -- 00:01:18.036 or 18 cents per share, resulting in a payout ratio of 97.7%. 00:01:18.077 -- 00:01:21....