Sunrise Realty Trust: Favorable Risk-Reward Heading Into 2026
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Ivo Kolchev1.47K FollowersFollow5ShareSavePlay(9min)CommentsSummarySunrise Realty Trust, Inc. continues to grow its loan portfolio with a focus on residential properties in Florida and Texas.Q3 2025 distributable earnings came in at $0.31/share, fully covering the $0.30/share quarterly dividend.Looking ahead to Q4 2025, incremental portfolio growth should help offset a small revenue hit to SUNS earnings due to Fed rate cuts.After underwhelming GDP growth in 2025, the U.S. economy is projected to accelerate in 2026, providing a favorable backdrop for mREITs focused on commercial loans.I confirm my Buy rating on SUNS, notwithstanding risks stemming from GDP growth falling short of expectations and an outsized exposure to residential properties. vittaya pinpan/iStock via Getty Images Introduction 2025 has proven to be a challenging year for mREITs focused on commercial mortgages. U.S. economic momentum has notably declined, as evidenced by a tick-up in the unemployment rate to 4.44% in September 2025This article was written byIvo Kolchev1.47K FollowersFollowI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view.
On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You