EarningsThe price target improves to $13, which reflects a 12.5% yield on forward NOI on broader industry strength.
Growth OpportunitiesRecord originations exceeded payoffs in 2Q25, and SLRC has more than $650 million of available capital to invest, enhancing growth opportunities.
Investment PortfolioSLRC's investment portfolio is characterized by high quality, first lien, and floating rate loans, with 81% in lower-risk, higher-yield specialty commercial finance niches.