STWD earnings | Tessara

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STWD earnings | Tessara

← EarningsSTWD

STWDQ1 2026

CONFIRMS

Belief in data center and power infrastructure demand hardened further, with STWD leaning into its Starwood Capital platform to underwrite DC loans and framing AI capex as durable and sector-concentrating.

Tessara post-call read · synthesized from the earnings-call transcriptreported May 8, 2026

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