Trinity Capital announced a $50 million investment in Dwelly, a London‑based AI‑first lettings and property‑management platform. The capital will enable Dwelly to scale across the United Kingdom, fund strategic acquisitions, and accelerate the development of its AI‑driven platform that automates tenant onboarding, rent collection, maintenance coordination and compliance tracking for landlords, tenants and agents.
Dwelly has already surpassed 10,000 properties under management, placing it among the UK’s top 15 letting agencies. The company has acquired eight independent agencies, manages over £200 million in gross merchandise volume, and aims to consolidate the fragmented UK letting market into a unified, AI‑powered platform that could evolve into a transactional rental marketplace with a fintech layer.
Trinity Capital’s Q4 2025 earnings beat expectations: earnings per share were $0.52 versus an estimate of $0.5178, and revenue reached $83.24 million against an estimate of $79.99 million. Record net investment income of $39.9 million and a 17.5% year‑over‑year increase in total investment income underscored the firm’s strong performance. Net asset value rose 32.9% to $1.1 billion, and platform assets under management grew 38.2% year‑over‑year to $2.8 billion.
Management highlighted 2025 as a “banner year” for disciplined underwriting and scalability, with CEO Kyle Brown noting the firm’s robust performance and CFO Michael Testa emphasizing the year‑over‑year increase in total investment income. The earnings beat reflects both strong investment returns and effective operational execution, reinforcing investor confidence in Trinity Capital’s strategy.
The investment in Dwelly expands Trinity Capital’s footprint into the UK property‑tech sector, diversifying beyond its core U.S. verticals and positioning the firm to capture growth in a fragmented, high‑potential market. This move aligns with Trinity Capital’s broader strategy of deploying capital across debt solutions and expanding its European presence, while the earnings beat signals continued financial strength and execution capability.
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