MITT

EX-99.1

2 a8k-6302026xexhibit991.htm

EX-99.1

Document

Exhibit 99.1

TPG Mortgage Investment Trust, Inc. Reports Second Quarter 2026 Results

NEW YORK, NY, August 10, 2026 / Business Wire - TPG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended June 30, 2026.

MANAGEMENT REMARKS

"Despite a challenging interest rate environment, our disciplined leverage profile, consistent capital rotation into high-returning residential credit strategies, and strong momentum at Arc Home produced EAD of $0.24 per share for the second quarter, fully covering our dividend while increasing our book value to $10.00 per share," said T.J. Durkin, Chief Executive Officer and President. "Looking ahead, we believe our definitive agreement to acquire Cherry Hill Mortgage Investment Corporation will significantly enhance our scale and long-term earnings power by expanding our equity capital base, driving meaningful cost synergies, and incorporating complementary, durable cash flows. We are confident in our positioning and the compelling opportunities ahead to deliver for our shareholders.”

SECOND QUARTER FINANCIAL HIGHLIGHTS

•$10.00 Book Value per share as of June 30, 2026(1)

◦Quarterly economic return on equity of 2.7%(2)

•$0.29 of Net Income/(Loss) Available to Common Stockholders per diluted common share(3)

•$0.24 of Earnings Available for Distribution ("EAD") per diluted common share(3),(4)

•$0.24 dividend per common share declared in the second quarter of 2026

INVESTING AND FINANCING HIGHLIGHTS

•$7.7 billion Investment Portfolio as of June 30, 2026(5)

◦0.7% Net Interest Margin, which includes a 0.02% benefit from the net interest component of our interest rate swaps(6)

•$46.4 million investment in Arc Home as of June 30, 2026 determined using a valuation multiple of 1.05x book value(7)

•$7.3 billion of financing as of June 30, 2026(5)

◦$6.3 billion of non-recourse and $1.0 billion of recourse financing

◦13.4x GAAP Leverage Ratio and 1.8x Economic Leverage Ratio(8)

•$111.6 million of total liquidity as of June 30, 2026(9)

DIVIDENDS

•On June 16, 2026, declared a second quarter dividend of $0.24 per common share

•On July 30, 2026, declared quarterly cash dividends of $0.51563, $0.50, and $0.664786 per share on our Series A, Series B, and Series C Preferred Stock, respectively, payable on September 17, 2026 to preferred shareholders of record on August 31, 2026

STOCKHOLDER CALL

The Company invites stockholders, prospective stockholders, and analysts to participate in MITT’s second quarter earnings conference call on Monday, August 10, 2026 at 8:30 a.m. Eastern Time.

To participate in the call by telephone, please dial (800) 347-6865 at least five minutes prior to the start time. International callers should dial (203) 518-9757. The Conference ID is MITTQ226. To listen to the live webcast of the conference call, please go to https://event.on24.com/wcc/r/5416544/7D08A1214A9046837D90BDB16266BB09 and register using the same Conference ID.

The Company issued an earnings presentation detailing its second quarter 2026 financial results, which is available on the Company’s website, www.mitt.tpg.com, under "Presentations" in the "News & Presentations" section. Additional information

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regarding the proposed acquisition by the Company of Cherry Hill Mortgage Investment Corporation by merger can be found in the joint press release issued today and in the investor presentation relating to the proposed acquisition, both of which are available on MITT’s website at www.mitt.tpg.com. The investor presentation is also being furnished by MITT in a Current Report on Form 8-K filed with the SEC on the date hereof.

For those unable to listen to the live call, an audio replay will be available on August 10, 2026 through 9:00 a.m. Eastern Time on September 10, 2026. To access the replay, please go to the Company’s website at www.mitt.tpg.com.

ABOUT TPG MORTGAGE INVESTMENT TRUST, INC.

TPG Mortgage Investment Trust, Inc. is a residential mortgage REIT with a focus on investing in a diversified risk-adjusted portfolio of residential mortgage-related assets in the U.S. mortgage market. The Company is externally managed and advised by AG REIT Management, LLC, an affiliate of TPG Inc. (NASDAQ: TPG).

Additional information can be found on the Company’s website at www.mitt.tpg.com.

Important Additional Information and Where to Find It

In connection with MITT’s proposed acquisition of Cherry Hill Mortgage Investment Corporation (“CHMI”) by merger (“Merger”), MITT expects to file with the U.S. Securities and Exchange Commission (the “SEC”) a registration statement on Form S-4 (the “Registration Statement”) that will include a prospectus of MITT and a joint proxy statement of MITT and CHMI (the “joint proxy statement/prospectus”). The joint proxy statement/prospectus will contain important information about MITT, CHMI, the proposed Merger and related

EX-99.1

2 a8k-3312026xexhibit991.htm

EX-99.1

Document

Exhibit 99.1

TPG Mortgage Investment Trust, Inc. Reports First Quarter 2026 Results

NEW YORK, NY, April 29, 2026 / Business Wire - TPG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended March 31, 2026.

MANAGEMENT REMARKS

"Despite a challenging macroeconomic backdrop that pressured book values across the industry, our disciplined leverage profile, consistent capital rotation into higher-returning residential investments, and continued focus on scaling profitability at Arc Home produced EAD of $0.26 for the first quarter, more than covering our recently increased $0.24 dividend" said T.J. Durkin, Chief Executive Officer and President. "Notably, we have been able to raise our common dividend in four of the last six quarters and believe we are well-positioned to drive increased earnings power as we progress through 2026."

FIRST QUARTER FINANCIAL HIGHLIGHTS

•$9.97 Book Value per share as of March 31, 2026(1)

◦Quarterly economic return on equity of (2.6)%(2)

•$(0.27) of Net Income/(Loss) Available to Common Stockholders per diluted common share(3)

•$0.26 of Earnings Available for Distribution ("EAD") per diluted common share(3),(4)

•$0.24 dividend per common share declared in the first quarter 2026, representing a 4.3% increase over the fourth quarter 2025 dividend of $0.23 per common share

INVESTING AND FINANCING HIGHLIGHTS

•$8.1 billion Investment Portfolio as of March 31, 2026(5)

◦0.6% Net Interest Margin, which includes a 0.02% benefit from the net interest component of our interest rate swaps(6)

•$52.3 million investment in Arc Home as of March 31, 2026 determined using a valuation multiple of 1.05x book value(7)

•$7.7 billion of financing as of March 31, 2026(5)

◦$6.8 billion of non-recourse and $0.9 billion of recourse financing

◦14.1x GAAP Leverage Ratio and 1.7x Economic Leverage Ratio(8)

•$100.0 million of total liquidity as of March 31, 2026(9)

DIVIDENDS

•On March 16, 2026, declared a first quarter dividend of $0.24 per common share

•On April 27, 2026, declared quarterly cash dividends of $0.51563, $0.50, and $0.665952 per share on our Series A, Series B, and Series C Preferred Stock, respectively, payable on June 17, 2026 to preferred shareholders of record on May 29, 2026

STOCKHOLDER CALL

The Company invites stockholders, prospective stockholders, and analysts to participate in MITT’s first quarter earnings conference call on Wednesday, April 29, 2026 at 8:30 a.m. Eastern Time.

To participate in the call by telephone, please dial (800) 274-8461 at least five minutes prior to the start time. International callers should dial (203) 518-9814. The Conference ID is MITTQ126. To listen to the live webcast of the conference call, please go to https://event.on24.com/wcc/r/5302841/31918301826EBF67096CFE9F82ADCD5E and register using the same Conference ID.

The Company issued an earnings presentation detailing its first quarter 2026 financial results, which is available on the Company’s website, www.mitt.tpg.com, under "Presentations" in the "News & Presentations" section.

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For those unable to listen to the live call, an audio replay will be available on April 29, 2026 through 9:00 a.m. Eastern Time on May 29, 2026. To access the replay, please go to the Company’s website at www.mitt.tpg.com.

ABOUT TPG MORTGAGE INVESTMENT TRUST, INC.

TPG Mortgage Investment Trust, Inc. is a residential mortgage REIT with a focus on investing in a diversified risk-adjusted portfolio of residential mortgage-related assets in the U.S. mortgage market. The Company is externally managed and advised by AG REIT Management, LLC, an affiliate of TPG Inc. (NASDAQ: TPG).

Additional information can be found on the Company’s website at www.mitt.tpg.com.

FORWARD LOOKING STATEMENTS

This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with the safe harbor provisions. Words such as "expects," "endeavor," "anticipates," "intends," "plans," "believes," "seeks," "estimates," "will," "should," "may," "projects," "could," "estimates," "continue" or variations of such words and other similar expressions are intended to identify such forward-looking statements, which generally are not historical in nature, but not all forward-looking statements include such identifying words. Forward-looking statements are based on our beliefs, assumptions and expectations of our future operations, business strategies, performance, financial condition, liquidity and prospects, taking into account information currently av

EX-99.1

2 a8k-9302025xexhibit991.htm

EX-99.1

Document

Exhibit 99.1

AG Mortgage Investment Trust, Inc. Reports Third Quarter 2025 Results

NEW YORK, NY, November 4, 2025 / Business Wire - AG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended September 30, 2025.

MANAGEMENT REMARKS

“We are pleased to report third quarter results and that MITT delivered one of its most active and successful quarters in recent memory,” said T.J. Durkin, Chief Executive Officer and President. “We increased book value, supported our dividend, and furthered our strategic growth with an expanded stake in Arc Home. Our core portfolio and operational efficiencies drove strong earnings, with Arc Home now contributing meaningfully to EAD.”

THIRD QUARTER FINANCIAL HIGHLIGHTS

•$10.46 Book Value per share as of September 30, 2025(1)

◦Quarterly economic return on equity of 2.7%(2)

•$0.47 of Net Income/(Loss) Available to Common Stockholders per diluted common share(3)

•$0.23 of Earnings Available for Distribution ("EAD") per diluted common share(3),(4)

•$0.21 dividend per common share declared in the third quarter 2025

INVESTING AND FINANCING HIGHLIGHTS

•$8.8 billion Investment Portfolio as of September 30, 2025(5)

◦0.7% Net Interest Margin, which includes a 0.05% benefit from the net interest component of our interest rate swaps(6)

•$49.2 million investment in Arc Home as of September 30, 2025 determined using a valuation multiple of 1.025x book value(7)

•$8.4 billion of financing as of September 30, 2025(5)

◦$7.4 billion of non-recourse and $1.0 billion of recourse financing

◦14.9x GAAP Leverage Ratio and 1.7x Economic Leverage Ratio(8)

•$104.2 million of total liquidity as of September 30, 2025(9)

ACQUISITION OF ADDITIONAL INTEREST IN AG ARC LLC(7)

•On August 1, 2025, acquired additional 21.4% interest in Arc Home, a residential mortgage originator, from certain private funds managed by TPG Angelo Gordon

•Increased ownership to 66.0% from 44.6%

•Issued 2,027,676 restricted shares of common stock as consideration to acquire $15.9 million, which was 1.8% dilutive to book value inclusive of transaction related expenses

•Record non-agency lock volumes and improved gain on sale margins contributing to $0.03 of EAD per share to MITT during the third quarter

•Enhances earnings potential as Arc Home platform scales and expands product offerings in rapidly growing markets while retaining our ability to source high-quality collateral

•Keefe, Bruyette & Woods, A Stifel Company served as exclusive financial advisor to AG Mortgage Investment Trust, Inc. and delivered a fairness opinion to the Company’s board of directors in connection with the transaction

•The acquisition was approved by the Company's board of directors, including its independent directors

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DIVIDENDS

•On September 15, 2025, declared a third quarter dividend of $0.21 per common share

•On November 3, 2025, declared quarterly cash dividends of $0.51563, $0.50, and $0.680181 per share on our Series A, Series B, and Series C Preferred Stock, respectively, payable on December 17, 2025 to preferred shareholders of record on November 28, 2025

STOCKHOLDER CALL

The Company invites stockholders, prospective stockholders, and analysts to participate in MITT’s third quarter earnings conference call on Tuesday, November 4, 2025 at 8:30 a.m. Eastern Time.

To participate in the call by telephone, please dial (800) 343-5172 at least five minutes prior to the start time. International callers should dial (203) 518-9856. The Conference ID is MITTQ325. To listen to the live webcast of the conference call, please go to https://event.on24.com/wcc/r/5118237/1491CC4C6366A98F6176976D1AD83C73 and register using the same Conference ID.

The Company issued an earnings presentation detailing its third quarter 2025 financial results, which is available on the Company’s website, www.agmit.com, under "Presentations" in the "News & Presentations" section.

For those unable to listen to the live call, an audio replay will be available on November 4, 2025 through 9:00 a.m. Eastern Time on December 4, 2025. To access the replay, please go to the Company’s website at www.agmit.com.

ABOUT AG MORTGAGE INVESTMENT TRUST, INC.

AG Mortgage Investment Trust, Inc. is a residential mortgage REIT with a focus on investing in a diversified risk-adjusted portfolio of residential mortgage-related assets in the U.S. mortgage market. AG Mortgage Investment Trust, Inc. is externally managed and advised by AG REIT Management, LLC, a subsidiary of Angelo, Gordon & Co., L.P., a diversified credit and real estate investing platform within TPG.

Additional information can be found on the Company’s website at www.agmit.com.

ABOUT TPG ANGELO GORDON

Founded in 1988, Angelo, Gordon & Co., L.P. ("TPG Angelo Gordon") is a diversified credit and real estate investing platform within TPG. The platform currently manages app