secwatch.observer — SEC 8-K summary
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Issuer:     TPG Mortgage Investment Trust, Inc. (MITT)
CIK:        0001514281
Form:       8-K
Filed at:   2025-08-01T23:59:59+00:00
Accession:  0001514281-25-000083
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MITT Q2 2025: EPS $(0.05), EAD $0.18; raises dividend 5%; acquires additional 21.4% of Arc Home
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- Book value per share $10.39, economic return (0.5)%, net loss $(0.05) per share.
- EAD $0.18 per share; common dividend raised 5% to $0.21 per share.
- Acquired additional 21.4% interest in Arc Home, ownership to 66.0% from 44.6%, issuing ~2.0 million common shares; accretive to EAD in 2026 with ~2% BV dilution.
- Investment portfolio $7.3B, net interest margin 0.6%, GAAP leverage 12.8x, economic leverage 1.3x.
- Arc Home originations $757.4mm in Q2, lock volume up 23% QoQ.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1514281/000151428125000083/0001514281-25-000083-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1514281/000151428125000083/mitt-20250801.htm
  HTML page:      https://secwatch.observer/filing/0001514281-25-000083

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