Q2 2025 Greystone Housing Impact Investors LP Earnings Call Transcript

Aug 7, 2025 / 08:30 PM GMT

Release Date Price: $10.25 (-4.30%)

Transcript 10-Q8-K

Key Points

Positve

Greystone Housing Impact Investors LP (GHI) reported that all borrowers are current on their principal and interest payments as of June 30, 2025.
The company has a strong liquidity position with $47.5 million in unrestricted cash and cash equivalents and approximately $86 million of availability on secured lines of credit.
GHI successfully sold the Vantage at Holotus property, resulting in proceeds of $17.1 million, including a gain on sale.
The joint venture with BlackRock received an additional capital commitment of approximately $60 million from a second institutional investor, enhancing its capacity for new projects.
GHI's debt investments portfolio, consisting of mortgage revenue bonds and other loans, totaled $1.26 billion, representing 85% of total assets, indicating a robust asset base.

Negative

GHI reported a GAAP net loss of $7.1 million for the second quarter of 2025, significantly impacted by provisions for credit losses and unrealized losses on interest rate derivatives.
The provision for credit losses amounted to $9.1 million, primarily related to underperforming properties in South Carolina.
The company's book value per unit decreased by $0.76 from March 31, 2025, due to the reported GAAP net loss and declared distributions.
The US municipal bond market underperformed, affecting GHI's investment environment, with both investment grade and high yield tax-exempt bonds lagging behind other asset classes.
GHI's interest rate swap portfolio recorded unrealized losses of $2.1 million due to market interest rate movements, impacting financial results.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GHI.N - Greystone Housing Impact Investors LP
Q2 2025 Greystone Housing Impact Investors LP Earnings Call
Aug 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to Greystone Housing Impact Investor call 2nd quarter 2025 earnings conference call.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. I would now like to turn the conference over to your host, Jessie Corey.

Thank you may be in.

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Unidentified_2 [2]
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Thank you.

I would like to welcome everyone to the Graystone Housing Impact Investors LP NYSE ticker symbol, GHI second quarter of 2025 earnings conference call.

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