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Starwood Property Trust Announces Tax Reporting Information

2026-01-29 16:15 ET - News Release

Starwood Property Trust Announces Tax Reporting Information

PR Newswire

GREENWICH, Conn., Jan. 29, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced the tax treatment for the Company's distributions on its common stock (CUSIP: 85571B105) paid with respect to the calendar year ended December 31, 2025:

 Form 1099-DIV Reference:                                                      (Boxes 1a + 2a +
                                                                                       3)                               Box 1a                         Box 1b          Box 2a            Box 2b              Box 2e             Box 2f              Box 3                 Box 5


  Record Date             Payable Date        Cash                           Adjustment                     Total Dividend Per                  Ordinary        Taxable             Total           Unrecaptured         Section             Section             Nondividend             Section
                                           Distribution                                                            Share                         Taxable        Qualified          Capital            1250 Gain             897                 897               Distributions              199A
                                                                                                                                                Dividends       Dividends            Gain                                Ordinary            Capital                                    Dividends
                                                                                                                                                                                 Distribution                            Dividends             Gain


                                                                                                                                                                  (i)               (ii)                (iii)              (v)                (iii)                  (iv)                  (v)


   12/31/2024                  1/15/2025         0.0000                                   0.3408                    0.3408 (vi)                         0.1946           0.0472             0.0508               0.0071              0.0000              0.0424                 0.0954            0.1474


   3/31/2025                   4/15/2025         0.4800                                   0.0000                          0.4800                         0.2740           0.0665             0.0716               0.0101              0.0000              0.0597                 0.1344            0.2075


   6/30/2025                   7/15/2025         0.4800                                   0.0000                          0.4800                         0.2740           0.0665             0.0716               0.0101              0.0000              0.0597                 0.1344            0.2075


   9/30/2025                  10/15/2025         0.4800                                   0.0000                          0.4800                         0.2740           0.0665             0.0716               0.0101              0.0000              0.0597                 0.1344            0.2075


   12/31/2025                  1/15/2026         0.4800                                  -0.4800                   0.0000 (vii)                         0.0000           0.0000             0.0000               0.0000              0.0000              0.0000                 0.0000            0.0000




                                  Totals         1.9200                                  -0.1392                          1.7808                         1.0166           0.2467             0.2656               0.0374              0.0000              0.2215                 0.4986            0.7699




                            
        (i) Box 1b Taxable Qualified Dividends shows the portion of the amount of Box 1a Ordinary Taxable Dividends
                                          that may be eligible for capital gains tax rates pursuant to IRC Section 857(c).


                                    (ii) For purposes of the disclosure required by Treas. Reg. Sec. 1.1061-6(c), the Company reports to direct
                                          or indirect holders of an 'applicable partnership interest' that the portion of the total amount shown
                                          on Box 2a relating to the 'One Year Amounts Disclosure' is equal to $0.1154 and the portion relating to
                                          the 'Three Year Amounts Disclosure' is equal to $0.1059.


                                   (iii) Box 2b Unrecaptured 1250 Gain and Box 2f Section 897 Capital Gain are
                                          included in Box 2a Total Capital Gain Distribution.


                                    (iv) Box 3 Nondividend Distributions are a Return
                                          of Capital.


                            
        (v) Box 2e Section 897 Ordinary Dividends and Box 5 Section 199A Dividends are
                                          included in Box 1a Ordinary Taxable Dividends.


                                    (vi) The cash dividend of $0.48 per share of common stock with a record date of December 31, 2024, that was
                                          paid on January 15, 2025, is a split-year dividend, of which $0.1392 was allocable to 2024 and the
                                          remaining $0.3408 is allocable to 2025 for federal income tax purposes.




                                   (vii) The cash dividend of $0.48 per share of common stock with a record date of December 31, 2025, that was
                                          paid on January 15, 2026, is fully allocable to 2026 for federal income tax purposes.



About Starwood Property Trust, Inc.

Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of September 30, 2025, the Company has successfully deployed $112 billion of capital since inception and manages a portfolio of $30 billion across debt and equity investments. Starwood Property Trust's investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets. Additional information can be found at www.starwoodpropertytrust.com.

Contact:
Zachary Tanenbaum
Starwood Property Trust
Phone: 203-422-7788
Email: ztanenbaum@starwood.com

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SOURCE Starwood Property Trust, Inc.

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