Portfolio Metrics and Activity Q2 Activity - $441M new commitments ($296M funded) - $24M follow on fundings - $447M repayments <:: $3.1B Total Portfolio Geographic Location donut chart: - Southwest: 25% - Northeast: 26% - Midwest: 26% - West: 11% - Southeast: 9% - Int'l: 1% - Mid-Atlantic: 1% - Other - U.S.: 1% Sector (5) donut chart: - Power: 62% - Midstream: 26% - Downstream: 7% - Other: 3% - Upstream: 2% : chart::> STARWOOD PROPERTY TRUST 21