NEW YORK, May 6, 2024 /PRNewswire/ -- Lument Finance Trust, Inc. (NYSE: LFT) ("we,"; "LFT" or "the Company") announced today that it expects to file its Quarterly Report on Form 10-Q for the quarter ended March 31, 2024 with the Securities and Exchange Commission on Thursday, May 9, 2024, after the market closes, and invites investors and other interested parties to listen to its live conference call via telephone or webcast on Friday, May 10, 2024 at 8:30 a.m. eastern time. The conference call may be acces ...

Lument Finance Trust, Inc. (NYSE:LFT) Q4 2023 Earnings Conference Call March 18, 2024 8:30 AM ET Company Participants Andrew Tsang - IR James P. Flynn - CEO James Briggs - CFO James J. Henson - President Zachary Halpern - Managing Director Conference Call Participants Crispin Love - Piper Sandler & Co. Steven Delaney - JMP Securities Matthew Erdner - JonesTrading Unidentified Analyst - Raymond James Christopher Nolan - Ladenburg Thalmann Operator Good morning, and thank you for joining the Lument Finance Tr ...

Lument Finance Trust Q4 2023 Earnings Supplemental Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the current views of Lument Finance Trust, Inc. (NYSE: LFT) (“LFT,” the “Company,” “we,” “our,” or “us”) with respect to, among other things, the Company’s operations and financial performance. You can identify these forward-looking stat ...

Exhibit 99.2 March 2024 Lument Finance Trust Q4 2023 Earnings Supplemental Disclaimer 2 This presentation contains forward - looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the current v ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to____ Commission file number: 001-35845 LUMENT FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) Maryland 45-4966519 (State or other jurisdiction ...

财务数据和关键指标变化 - 第三季度净利润为5.2百万美元,每股0.10美元,分配收益为6百万美元,每股0.11美元 [20][23] - 第三季度净利息收入为9.5百万美元,较上季度7.5百万美元增加 [20] - 第三季度总运营费用为2.4百万美元,较上季度4.4百万美元下降,主要是由于第二季度1.7百万美元的交易成本 [21][22] - 截至9月30日,公司总权益约为2.41亿美元,普通股账面价值约为1.8亿美元,每股3.46美元,较上季度增加0.03美元 [24] 各条业务线数据和关键指标变化 - 第三季度贷款组合净增加3.41亿美元,其中99%为多户家庭抵押贷款 [27] - 第三季度贷款偿还1.11亿美元,约占年化33%,与历史平均水平相符 [27] - 截至9月30日,贷款组合规模约为14亿美元,93%为多户家庭抵押贷款,100%为浮动利率 [28] - 第三季度投资组合75%评级为3级或更好,加权平均评级为3.4级,与上季度持平 [29][30] 各个市场数据和关键指标变化 - 第三季度商业房地产投资销售量同比下降超过50% [11] - 多户家庭市场租金增长放缓,资本化率扩大,但仍是首选行业,基本面强劲 [11][12] 公司战略和发展方向及行业竞争 - 公司投资策略聚焦中等规模的多户家庭信贷机会,积极资产管理,依托ORIX平台优势 [16] - 公司维持较长期限和较低成本的负债结构,有利于应对不确定的市场环境 [15] - 公司在浮动利率贷款资产方面具有优势,有利于应对高利率环境 [16] - 商业房地产证券化市场持续低迷,公司通过私募融资交易增强投资能力 [13][14] 管理层对经营环境和未来前景的评论 - 宏观经济环境仍然充满挑战,可能出现温和衰退 [9] - 利率高企导致商业房地产交易量大幅下降,但多户家庭市场基本面依然良好 [10][11][12] - 公司将继续关注中等规模的多户家庭投资机会,积极管理资产,维持较低成本的负债结构 [16][15] 问答环节重要的提问和回答 问题1 **Stephen Laws 提问** 询问公司三笔评级为5级的多户家庭贷款的具体情况 [37][38][39][40] **James Flynn 和 Zachary Halpern 回答** 这三笔贷款分别位于俄亥俄州、弗吉尼亚州和佛罗里达州,涉及不同的借款人和问题,公司正在积极采取措施解决,预计在2024年上半年内可以解决 [38][39][40][42] 问题2 **Steve Delaney 提问** 询问公司目前是否已经完全投资 [47][48] **James Flynn 回答** 公司目前的投资规模接近1.4亿美元,已接近满负荷运营,未来将关注资产质量而非规模扩张 [48][49] 问题3 **Matthew Erdner 提问** 询问公司目前看到的市场机会 [57][58][59] **James Flynn 回答** 由于交易量大幅下降,公司目前看到的新投资机会有限,但预计随着买卖双方接受资产价值下调,未来会出现更多桥贷和次级债务融资机会 [58][59][60]

Lument Finance Trust Q3 2023 Earnings Supplemental Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the current views of Lument Finance Trust, Inc. (NYSE: LFT) (“LFT,” the “Company,” “we,” “our,” or “us”) with respect to, among other things, the Company’s operations and financial performance. You can identify these forward-looking stat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ____________ Commission File No. 001-35845 LUMENT FINANCE TRUST, INC. (Exact name of registrant as specified in its charter) Maryland 45-4966519 (State or ...

Lument Finance Trust, Inc. (NYSE:LFT) Q2 2023 Earnings Conference Call August 9, 2023 8:30 AM ET Company Participants James Flynn - CEO James Briggs - CFO James Henson - President Zachary Halpern - Senior Director, Portfolio Management Conference Call Participants Crispin Love - Piper Sandler Stephen Laws - Raymond James Matthew Erdner - Jones Trading Christopher Nolan - Ladenburg Thalmann Operator Good morning and thank you for joining the Lument Finance Trust Second Quarter 2023 Earnings Call. Today's cal ...

Lument Finance Trust Q2 2023 Earnings Supplemental August 2023 Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the current views of Lument Finance Trust, Inc. (NYSE: LFT) ("LFT," the "Company," "we," "our," or "us") with respect to, among other things, the Company's operations and financial performance. You can identify these forward- ...