Q3 2025 Sachem Capital Corp Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: MXN100

Transcript 8-K10-Q

Key Points

Positve

Sachem Capital Corp (SACH) successfully repaid and delisted its 7.374% unsecured notes, enhancing financial flexibility.
The company reported a sequential quarterly revenue improvement, with total revenue for the quarter at $12 million.
Sachem Capital Corp (SACH) maintained a strong pipeline of new opportunities, positioning itself well to capitalize on market adjustments.
The company achieved a reduction in non-performing loans, with a decrease from $119.6 million to $104.1 million in gross unpaid principal balance.
Sachem Capital Corp (SACH) reported attractive double-digit returns from its investments in Shem Creek Capital, generating $1.1 million in income for the quarter.

Negative

The company faced challenges with its Naples property, which remains a significant portion of its non-performing loans.
Sachem Capital Corp (SACH) experienced a year-over-year decline in total revenue, reflecting a smaller performing loan portfolio and a higher non-accrual mix.
The company's book value per share decreased to $2.47, down from $2.54 at the end of the previous quarter.
Interest expense increased due to a shift in the funding mix around the September bond maturity.
General and administrative expenses rose due to increased costs associated with maintaining real estate owned (REO) properties.

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

SACH.A - Sachem Capital Corp
Q3 2025 Sachem Capital Corp Earnings Call
Nov 05, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the SAM Capital Corp 3rd 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. If anyone should 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 introduce your host Arman Kasabian, investor relations.

Thank you, sir. You may begin.

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Unidentified_2 [2]
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