Sunrise Realty Trust, Inc. (SUNS)
NASDAQReal EstateReit - MortgageSnapshot 2026-11-05
NASDAQReal EstateReit - MortgageSnapshot 2026-11-05
QuarterlyIQ Insights · SUNS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 2 guided quarters · 1.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
5, 2026 – Sunrise Realty Trust, Inc. (Nasdaq: SUNS) (“SUNS” or the “Company”) and Southern Realty Trust Inc. (“SRT”), two commercial real estate lenders on the Tannenbaum Capital Group (“TCG”) Real E…
Stated in 2 of 3 supplied quarters. Management reported: “On a pro forma basis as of June 30, 2026, the combined company had approximately $285 million of book value (after transaction-cost adjustments), approximately $534 million of total assets and approximately $604 million of total loan commitments across 14 portfolio loans collateralized by assets located predominantly in core Southern U.S. markets.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“5, 2026 – Sunrise Realty Trust, Inc. (Nasdaq: SUNS) (“SUNS” or the “Company”) and Southern Realty Trust Inc. (“SRT”), two commercial real estate lenders on the Tannenbaum Capital Group (“TCG”) Real E…”
“WEST PALM BEACH, FL, August 6, 2026 – Sunrise Realty Trust, Inc. (Nasdaq: SUNS) (“SUNS” or “Sunrise”) and Southern Realty Trust Inc. (“SRT”), two commercial real estate (“CRE”) lenders that are manag…”
At the closing, SUNS and SUNS Manager entered into an amended and restated management agreement that, among other things, (i) reduces the incentive fee rate from 20% to 17.5%, (ii) reduces the hurdle…
Stated in 2 of 3 supplied quarters. Management reported: “At the closing, SUNS and SUNS Manager entered into an amended and restated management agreement that, among other things, (i) reduces the incentive fee rate from 20% to 17.5%, (ii) reduces the hurdle rate from 8.0% to 7.0% per annum, and (iii) provides for a reduction in the base management fee by $250,000 per quarter for each of the first four full fiscal quarters following the closing, beginning with the first quarter of 2027, or $1.0 million in the aggregate, for the benefit of all SUNS’ stockholders.”
“At the closing, SUNS and SUNS Manager entered into an amended and restated management agreement that, among other things, (i) reduces the incentive fee rate from 20% to 17.5%, (ii) reduces the hurdle…”
“Reduced Cost Structure: The elimination of duplicative audit, legal, administrative, board and compliance costs inherent in maintaining two separate REIT platforms is expected to generate annualized…”
Following the closing of the Merger, the Company currently intends to repurchase at least $10.0 million of its outstanding common stock as soon as practicable, with the remaining $10.0 million subjec…
Stated in a supplied disclosure. Management reported: “Following the closing of the Merger, the Company currently intends to repurchase at least $10.0 million of its outstanding common stock as soon as practicable, with the remaining $10.0 million subject to specified pricing and other parameters.” “13, 2026 – Sunrise Realty Trust, Inc. (“SUNS” or the “Company”) (Nasdaq: SUNS), a lender on the Tannenbaum Capital Group (“TCG”) Real Estate platform, today announced that on October 12, 2026, its Board of Directors (the “Board”) authorized a common stock repurchase program to repurchase up to $20.0 million of SUNS common stock through December 31, 2027 (the “Repurchase Program”).”
“We remain focused on constructing a portfolio of attractive, risk-adjusted loans to high-quality sponsors with assets primarily located in established and rapidly expanding Southern markets.”
Stated in 2 of 3 supplied quarters. Management reported: ““We remain focused on constructing a portfolio of attractive, risk-adjusted loans to high-quality sponsors with assets primarily located in established and rapidly expanding Southern markets.”” “We remain focused on building a diversified portfolio of loans across geographies, asset classes, and borrowers, and we believe a patient and deliberate approach to identifying and closing on select opportunities is warranted.””
““We remain focused on constructing a portfolio of attractive, risk-adjusted loans to high-quality sponsors with assets primarily located in established and rapidly expanding Southern markets.””
“We remain focused on building a diversified portfolio of loans across geographies, asset classes, and borrowers, and we believe a patient and deliberate approach to identifying and closing on select…”
For the first six months of 2026, Distributable Earnings of $0.65 per basic weighted average share exceeded the $0.60 per share of dividends declared over the same period.
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=3851).
Not investment advice. As of 2026-11-05.