Financial Review Q3 2020 slide image

Financial Review Q3 2020

The Bancorp LOANS & LEASES: REAL ESTATE CAPITAL MARKETS REAL ESTATE CAPITAL MARKETS COMMERCIAL REAL ESTATE LOANS BY TYPE ($MILLIONS) 9/30/2020 Commercial real estate loans • • • BUSINESS OVERVIEW: Strategic determination made in Q3 to discontinue future securitization activity We expect income from the portfolio to be stable over the next 2 years Entire portfolio is at LIBOR interest rate floors and yields 4.8% as of Q3 2020 TYPE # LOANS BALANCE ORIGINATION DATE LTV WEIGHTED AVG MIN INTEREST RATE % TOTAL Multifamily 173 $ 1,463 76% 4.8% 91% (apartments) Hospitality (hotels 11 63 65% 5.7% 4% and lodging) Retail 8 52 70% 4.6% 3% Other Total 7 25 70% 5.2% 2% 199 $ 1,603 75% 4.8% 100% COMMERCIAL REAL ESTATE LOANS BY STATE ($MILLIONS) STATE Texas Georgia Arizona North Carolina Nevada Alabama Other states each <$50 million Total 9/30/2020 BALANCE ORIGINATION DATE LTV PORTFOLIO ATTRIBUTES 222 22 OVERVIEW · Vast majority of loans are multifamily including all of the top 15 exposures Commercial real estate loans are in "Commercial loans, at fair value" category on balance sheet ASSET CLASSES - % PORTFOLIO $ 396 76% BDX 100 252 78% 123 76% MULTI-FAMILY - 91% LODGING - 4% 111 77% 56 80% RETAIL - 3% 54 76% 611 73% OTHER - 2% $ 1,603 75%
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