Q1 2025 Sachem Capital Corp Earnings Call Transcript

May 1, 2025 / 12:00 PM GMT

Release Date Price: MXN100

Transcript 8-K10-Q

Key Points

Positve

Sachem Capital Corp (SACH) has two signed term sheets with well-respected lenders, indicating potential for future financing transactions.
The company has successfully diversified its business model and cash flow sources through partnerships with Urbane New Haven and Shem Creek Capital.
Income from preferred membership in Shem Creek LLC investment earnings increased by approximately 71.7% compared to the first quarter of 2024.
Total operating expenses decreased by 16.9% compared to the prior year's quarter, reflecting cost management efforts.
Sachem Capital Corp (SACH) maintains solid liquidity with cash and cash equivalents increasing to $24.4 million from $18.1 million at the start of the year.

Negative

Total revenue for the first quarter decreased by 31.9% compared to the same period in 2024, primarily due to fewer loan originations and elevated levels of non-performing loans.
The company still holds $153 million of non-performing loans, with a net increase due to certain loans moving from performing to non-performing status.
Net loss attributable to common shareholders was $0.2 million, compared to $3.6 million of income for the first quarter of 2024.
Book value per common share decreased from $2.64 at year-end 2024 to $2.57, driven by dividends paid in excess of book net earnings.
The macro environment presents challenges such as ongoing tariff uncertainty, increased costs from materials, and restrictive bank lending policies.

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

SACH.A - Sachem Capital Corp
Q1 2025 Sachem Capital Corp Earnings Call
May 01, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the SHam Capital Corp first quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to hand it over to investor relations.

Thank you. You may begin.

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Unidentified_2 [2]
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