SCCGSachem Capital Corp. 8.00% Note
The schedule
- Thu15Oct
Window for management to address approaching maturities through a call, redemption, or extended refinancing facility.
- Tue2Feb
Assessment of Sachem Capital's Q3 portfolio performance and forward guidance heading into year-end.
- Sat24Apr
Full-year audit results, impairment testing, and real estate portfolio stress test validations.
- Mon10May
First quarter visibility on ongoing loan repayments and broader commercial real estate stabilization.
Past
- Sun9Aug
Crucial update on quarterly earnings, non-performing loan impairments, and cash flow coverage for note distributions.
- Wed17Jun
Market digestion of the Federal Reserve's rate path and its impact on fixed-yield commercial real estate debt instruments.
- Wed20May
Actual outcome: Bull · $24.70 at outcome
Q1 2026 results and credit metrics from Sachem Capital will be the first detailed look at portfolio performance after a volatile 2024–2025 period, and are the primary driver of SCCG’s ability to sustain its 8.00% coupon. A clean print with stable non-performing loans and adequate interest coverage could pull SCCG up toward $25.00 as the market leans into par recovery, while signs of rising defaults, weak cash generation, or pressure on the common dividend could push the note down toward $25.00 as investors reprice credit risk.
