Franklin BSP Realty Trust, Inc.

Q4 2022 Earnings Conference Call

2/23/2023

speaker
Operator
Good morning and welcome to the Franklin BSP Realty Trust fourth quarter 2022 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press star then two. Please note, this event is being recorded. I would now like to turn the conference over to Lindsay Crabb. Please go ahead.
speaker
Lindsay Crabb
Good morning. Thank you, Chad, for hosting our call today. Welcome to the Franklin VST Realty Trust Fourth Quarter Earnings Conference Call. As the operator mentioned, I'm Lindsay Crabb, Director of Investor Relations. With me on the call today are Richard Byrne, Chairman and CEO of FBRT, Jerry Baglian, Chief Financial Officer and Chief Operating Officer of FBRT, and Michael Comparato, head of commercial real estate at BSP. Before we start today's conversation, I want to mention that some of today's comments from the team are forward-looking statements and are based on certain assumptions. Those comments and assumptions are subject to inherent risks and uncertainties, as described in our most recently filed SEC periodic reports, and our actual future results may differ materially. The information conveyed on this call is current only as of the date of this call, February 23, 2023. The company assumed no obligation to update any statements made during this call, including any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. Additionally, we will refer to certain non-GAAP financial measures which are reconciled to GAAP figures in our earnings release and supplementary slide deck, each of which are available on our website at www.fbrtreit.com. We will refer to the supplementary slide deck on today's call. With that, I'll turn the call over to Rich Byrne.
speaker
Lindsay Crabb
Great. Thanks, Lindsay. Good morning, everyone, and thanks for joining us today. I'm Richard Byrne. As Lindsay mentioned, I'm chairman and CEO of FBRT. Our earnings release and supplemental deck were published to our website yesterday. So this morning, we're going to review our financial results for the fourth quarter and for the year ended 2022. I'm gonna start and I'm gonna begin on slide four where I wanna quickly cover FBRT's milestones throughout 2022. First, we closed 209 million of new loan commitments in the fourth quarter. This brings our total new loan commitments for the entire year 2022 to 2.3 billion at a weighted average spread of 462 basis points. Our commercial real estate portfolio ended the year at 5.3 billion In principle, balance spread over 161 loans. Importantly, throughout the year, we liquidated and recycled the capital underlying virtually the entire $7.1 billion of arms we inherited from Capstead's merger into our commercial real estate portfolio. We did this well ahead of the timeframe we originally specified and reached our target of positive distributable earnings dividend coverage by the end of the year. Our overall portfolio is well positioned with 76% of our loans allocated to the multifamily sector. We believe this sector will remain relatively resilient and represents a continued opportunity from a risk-reward perspective. We issued two managed CLOs in the first half of 22, raising over $2 billion. Both have two-year reinvestment periods, so the percentage of our liabilities that are non-recourse and non-mark to market now sits at 78% of our core portfolio. We also ended the year with ample liquidity cushion. We have cash and total liquidity of $179 million and $1 billion, respectively. FBRT and our advisor, Benefit Street Partners, also actively bought the company's stock back in 2022. FBRT repurchased approximately 16.6 million of common stock in total during the third and fourth quarter of 2022. We have just over 48 million left on our buyback authorization, which was extended through the end of this year, December 31st, 2023. Additionally, Benefit Street Partners, the advisor, purchased 35 million of common stock during the second and third quarter. So in total, BSP and FBRT's combined purchase activity totaled $52 million in common stock, and obviously that was purchased at attractive levels. Overall, we executed our strategic plan for 2022 and are encouraged by the growth in our portfolio, strength in our credits, and believe we are well positioned from many perspectives, including our liability structure. So with that, now I'd like to focus more specifically on the fourth quarter. First, we generated 37 cents in distributable earnings in the fourth quarter, an increase of 12% from the prior quarter. This translates to distributable earnings ROE of 9.2% for the quarter. Our distributable earnings dividend coverage was 104%. Our fourth quarter common dividend remained unchanged at 35.5 cents. This was the same dividend we've paid for the past six consecutive quarters, and it is delivering a yield of approximately 9% on our 1231 book value. Average risk rating of our portfolio moves slightly higher this quarter from two, it moved to 2.2 from 2.1. During the quarter, two loans were added to our watch list and three positions were added to foreclosure REO, two of which were previously on our watch list. of our REO positions represents the foreclosure properties in our Walgreens portfolio. Jerry and Mike will provide more detail on our REO and our watch list assets in their remarks. Importantly, 71% of our performing loan portfolio was originated in the last 18 months. Thus, our near-term maturity profile is quite muted. To conclude, we remain comfortable with the quality of our diversified portfolio that is predominantly multifamily. We have low leverage and ample liquidity to weather storms in the market that might come or could be caused by the accumulating pressure of sustained high interest rates and or a potential slowing economy. We also look forward to taking advantage of accretive new origination opportunities throughout the year as we believe the origination environment will become still more opportunistic as values adjust and new capital is needed. With that, I'll let Jerry walk through our performance for the quarter.
speaker
Lindsay
Thanks, Rich. Good morning, everybody. This is Jerry Baglian. Like Rich mentioned, I'm the CFO and the COO for FBRT. Thanks for being on the call today. I'm going to jump into slide five. In Q4, FBRT generated distributable earnings of $38.8 million or 37 cents per fully converted share. That represents a 9.2% ROE. A walkthrough of our distributable earnings to GAAP and income can be found in the earnings release. Definitions are at the far back as well, if that's helpful. Our commercial real estate portfolio ended the quarter at 5.3 billion in principal balance. Deal flow in the broader market continued to be lower during the quarter, but we selectively originated 209 million in new commitments. Spreads on these loans continue to trend modestly higher than what we saw in the first half of the year. And our total real estate securities this quarter increased to $457 million, with $221 million in CRE-CLO bonds and $236 million in remaining arms. Subsequent to the end of the quarter, we pared this back a little bit, and we sold $128 million of the CRE-CLO bonds. and another $98 million of the ARM bonds, both at slight gains in the first quarter. We view our leverage position as a structural highlight, with net leverage ending the quarter at a very conservative 2.5 times, and on a recourse leverage basis, much lower at 0.68 times. The last item I wanted to discuss on this slide is our fully converted book value. While we received a benefit from buying back shares and retaining capital from over-earning our fourth quarter dividend, our book value declined modestly to 1578. And this is mostly a result of the CISO reserves and some non-cash mark to market on the remainder of that ARM portfolio. Moving on to slide six, you'll see we had our third consecutive quarter of distributable earnings growth. And over the quarter, we saw an approximate 140 basis point increase to SOFR. And this continued to provide increases in benefits to our earnings. Moving to slide seven, this walks you through the activity in our portfolio for the quarter and the year ended 2022. I've already touched on fourth quarter originations. A few other things to note on the slide, we received $247 million in loan repayments in the fourth quarter, and we transferred out $82 million in foreclosures or deed in lieu of foreclosures. For the year, our total commitments grew by $1.1 billion, or 23%, and we ended the year with total commitments of $5.9 billion. Regarding our REO, we added two new positions this quarter in addition to part of the Walgreens portfolio. We have not taken an impairment charge on these two assets that were added, We have begun marketing these, and we intend to sell them in the near term. However, if we do not achieve the desired pricing, we are more than comfortable owning and operating these assets for a longer period of time. Our watch list is composed of five loans. Four of those are rated a four, and Walgreens, which is rated a five. Our watch list loan balance represents 4.2% of our portfolio, and Mike will touch on the watch list assets in a little more detail later. On slide eight, we have an overview of our capitalization. Our financing sources are diversified, and as Rich mentioned, over 78% of our financing on our core book is non-recourse and non-mark-to-market. And this further demonstrates our conservative posture and an ability to withstand continued market volatility. Finally, slide 10 showcases our liquidity position. As Rich mentioned previously, we ended the quarter with a billion in total available liquidity. This is a combination of cash on hand, available CLO, reinvest, and capacity on our warehouse lines that we can access. Our warehouse lines are diversified with six separate counterparties at your end. Our liquidity stabilizes our balance sheet and will enable us to take advantage of future origination opportunities. With that, I'll turn it over to Mike to give you an update on our portfolio.
speaker
Rich
Thanks, Jerry, and good morning, everyone. Thank you for joining us. I'm Mike Comparato, head of commercial real estate at BSP, and I'm going to start on slide 12. Our commercial loan portfolio consists of 161 loans, of which 99% are senior mortgages and 98% are floating rate. The portfolio is predominantly multifamily, with 76% of the portfolio invested in that asset class. You'll see our geographic footprint remains largely unchanged from the prior quarter, with our focus continuing to be across the southeast and southwest. Notably, we have no international exposure and have no intention of adding international exposure in the future. Similar to last quarter, office exposure continues to be a focal point for the market and one I want to further expand on. After quarter end, our second largest office loan was repaid in full. Our largest office loan is a triple net leased asset leased for over 15 years to a large public company as their corporate headquarters. Our traditional multi-tenant office exposure when excluding this loan and the loan that just repaid is only 5.2% of the total portfolio and has an average loan exposure of only $23.9 million. We believe our office portfolio to be very manageable at these levels. Moving to slide 13, this shows our activity specific to the fourth quarter. We originated eight loans in the quarter for a total commitment of $209 million. And multifamily continued to be our largest ad with over 79% of originations in that sector. Our average loan size of 33 million allows us to be incredibly selective on credit quality given the size of the middle market space. As we have discussed for several quarters, negative leverage continues to be an issue and one that may not resolve itself quickly. We believe a meaningful amount of cap rate widening still needs to occur in both the multifamily and industrial sectors. Transactional deal flow on tighter cap rates assets continues to be limited, although we have seen a meaningful increase in deal flow for the first six weeks of the year versus the fourth quarter. And I'm pleased to say we have the largest forward pipeline that we have had in almost six months. Finally, on slide 14, we have five loans on watch list and three positions as REO as of December 31st. Jerry already talked about the REO, but I will provide a little more detail on the Walgreens REO and our watch list. On the two loans that were added to Watchlist this quarter, both were assigned a loan risk rating of four. Those were a CBD office complex and a CBD limited service hotel, each with a carrying value under $40 million. We are in close communication with the borrowers on each loan. Both loans are current through today and the limited service hotel is going through a sale process. Our high rise apartment building was put on Watchlist in the third quarter and remains rated at a four. We have come to modification terms with the borrower that includes a meaningful investment of new equity. We hope to finalize a formal loan modification in the coming weeks. The other two loans on watch list are our Walgreens retail portfolio and the Brooklyn Hotel. Both are still involved in ongoing legal proceedings, so our commentary is limited. The Walgreens portfolio continues to be in litigation. However, through today, we have foreclosed on 13 of the properties and expect to foreclose on the remaining 11 this year. We have made some very positive steps on the Brooklyn Hotel asset. The hotel has gone through the bankruptcy sale process and the final sale price is $96 million. We expect there to be a gain associated with this asset upon the exit from bankruptcy and after payment of various expenses. While we expect that to happen in 2023, the conclusion of the process and the exact timing are outside of our control. With that, I would like to turn the call back over to the operator to begin the Q&A session.
speaker
Operator
Thank you. We will now begin the question and answer session. To ask a question, you may press star then one on your touchtone phone. If you're using a speakerphone, please pick up your handset before pressing the keys. To withdraw your question, please press star then two. At this time, we will pause momentarily to assemble our roster. And the first question is from Steven Delaney from JMP Securities. Please go ahead.
speaker
Steven Delaney
Thanks. Good morning, everyone. And look, congratulations on a great performance in your first year as a public company. Thanks, Steve. You're welcome. Just thinking about the portfolio at $5.3 billion and your leverage at 2.5 times, as we look out to 2023 for modeling purposes, Do you think that the portfolio will remain roughly static, maybe in the range of $5 to $5.5 billion, or is there, at this time, is there potential for some growth in the portfolio, possibly if you were to do another CLO or take on some other form of capital? Thanks. Jerry, do you want to talk about that?
speaker
Rich
Thanks for the question. Or Mike, yeah. Yeah, thanks, Steve, for the question. Look, I think we're coming into the year overall with a defensive posture. We think we have a lot of tailwinds coming our way, both in terms of SOFR and then specific to our portfolio with the resolution of the hotel and hopefully the resolution of the Walgreens portfolio. So we've positioned ourselves with a lot of liquidity, as we talked about. And historically, I think if you look at us as a platform, we've been opportunistic in times of dislocation. I think we were one of the first lenders that started lending out of COVID. And as opportunities present themselves through this marketplace, we very much would like to expand the balance sheet if the right credit and returns present themselves. So I think we're clearly very happy with where we are today at dividend coverage. We have those nice tailwinds But if we can add what we believe to be good risk return profiles, we absolutely will be adding.
speaker
Steven Delaney
That's helpful, Jerry. And can you roughly quantify in terms of the impact of, I guess, you've gone through the ratings, but let's just think of it from an accrual, what is accruing and what is non-accrual. And if all of those were to be resolved and that capital deployed, how much impact would that that have roughly on not so much EPS, but I mean, just, I guess what percentage of your 5.3 portfolio is not earning you anything on a run rate basis today?
speaker
Lindsay
It's two loans. This is, this is Jerry. It's the, Hey, it's Williamsburg and Walgreens, which are on non-accrual at this point. The other watch list is still on accrual.
speaker
Steven Delaney
It is. Okay. And those two, I don't have the deck open. What do those two add up to, the Williamsburg and Walgreens, in terms of dollars?
speaker
Lindsay
Call it $150 million for easy rounding. So, you know, you're talking about repurposing that equity on a go-forward basis. Now, the only caveat I'd add there is, you know, we still get rents on Walgreens, so there's some contribution there, but it's obviously not commensurate with the returns that we would earn on our normal loan portfolio. So there's a fair amount of upside as we free up some of that equity and turn over those positions.
speaker
Lindsay Crabb
Steve, as Rich, I think you put your finger on it. Hey, I think you put your finger on it because, you know, we've always given a range of leverage that, you know, could go a little higher than two and a half. But, you know, with all the dead capital that we have, I mean, think about it. The Brooklyn Hotel has been in bankruptcy for years, just completely unproductive capital that hopefully will come to life as Jerry's describing, plus the cash we have. So we have a lot of capital to get through before we even have to think about opportunistically even going any higher on our leverage. And just given where the markets are, just sort of like where we are, just with all that liquidity.
speaker
Steven Delaney
Yeah, no question. You've got some tailwinds and you've got some, let's just say, underutilized capital in those couple of assets. So thanks for the comments and all the best for 2023. Thanks, Steve.
speaker
Operator
And again, if you have a question, please press star then one. Next question is from Jason Stewart from Jones Trading. Please go ahead.
speaker
Jason Stewart
Hey, guys, this is Matthew on for Jason. Congrats on a good quarter. Are there people in the pipeline? Are they repeat borrowers? Or what's the makeup of it? And can you guys kind of talk to your sponsor strength?
speaker
Rich
Sure, Matt. Thanks for the question. This is Mike. I think it's a mix of repeat borrowers, repeat brokers, as well as some new clients. So it's a pretty actually even mix of old and new. Our sponsorship, as we've talked about previously, is very traditional middle market sponsorship. And typically that's three buckets, high net worth individuals, smaller funds, and then syndicated equity positions. So if you look at our forward pipeline, it just very much reflects the existing portfolio and the borrower structures there. In terms of what it looks like, we're seeing a lot of really interesting opportunities on the construction loan side of things. There seems to be a fairly large void in that space today. So we're We're leaning in on the construction loan book a little bit here. But other than that, it's typical of what we've been messaging to the market. We want to continue to originate multifamily. We want to continue to originate industrial. We are selectively originating hotel and finding the credit bar to be very, very high for office and retail in this environment.
speaker
Jason Stewart
Gotcha. And then as a follow-up to that, I'm assuming that construction loans are kind of the same mold that you guys like, southeast, southwest, multifamily, industrial.
speaker
Rich
That's the entirety of our construction loan book.
speaker
Jason Stewart
Awesome. And then another question that I got last one, and then I'll jump out. You mentioned you guys are comfortable owning and operating How comfortable would you guys be, I don't know, operating for, say, two years, or what's the duration that you guys would look to hold an asset for if needed?
speaker
Rich
You know, I think we would let the market dictate that. You know, just from an operational standpoint, as you know, we run two equity platforms here as well, you know, both the multifamily REIT as well as the Franklin Templeton value-add equity portfolio. So, We are very, very comfortable owning and operating real estate and because of how solid our balance sheet is, how much liquidity we have, we don't feel like we need to be forced sellers in what is an overall difficult environment. So if we're able to achieve pricing that we think makes sense, we're a seller. If we're not, we will operate those assets To your specific question, it could be several years, but I think we're not in the business in this vehicle of owning commercial real estate for an extended period of time, so we will look to exit hopefully in greener pastures if we're not able to execute today.
speaker
Jason Stewart
Awesome. Thanks for taking the questions.
speaker
Operator
Ladies and gentlemen, this concludes our question and answer session. I would like to turn the conference back over to Lindsey Crabb for any closing remarks.
speaker
Lindsay Crabb
Thank you for attending our call today. We look forward to speaking with you next quarter. Thank you.
speaker
Operator
The conference is now concluded. Thank you for attending today's presentation.
Disclaimer

This conference call transcript was computer generated and almost certianly contains errors. This transcript is provided for information purposes only.EarningsCall, LLC makes no representation about the accuracy of the aforementioned transcript, and you are cautioned not to place undue reliance on the information provided by the transcript.

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