Is STARWOOD PROPERTY TRUST, INC. S (NYSE:STWD) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating STARWOOD PROPERTY TRUST, INC. S at current levels.
Trading below book with a 11%+ yield, STWD is the commercial mortgage REIT best positioned for the 2026-27 refinancing wave.
Where STWD is headed
By the back half of 2027, the commercial real estate market will have processed the most consequential wall of debt maturities in two decades. Roughly $1.5 trillion of CRE loans needed refinancing across 2024-2026, and the survivors of that gauntlet have spent the past 18 months learning a hard lesson: the regional banks that funded the 2019-2021 boom are not coming back as the marginal lender. The capital that gets deals done now sits at Blackstone, KKR, Apollo, and Starwood. STWD is the only one of those you can buy in a single ticker at 0.92x book.
Read the full Compass Direction on STWD
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $17.14).
See the full STWD analysisGet calls like this, free
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Frequently asked questions
Is STARWOOD PROPERTY TRUST, INC. S (NYSE:STWD) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating STARWOOD PROPERTY TRUST, INC. S at current levels. Trading below book with a 11%+ yield, STWD is the commercial mortgage REIT best positioned for the 2026-27 refinancing wave.
What is STWD's Compass Score?
STARWOOD PROPERTY TRUST, INC. S scores 79/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for STWD?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the STWD page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.