Arbor Realty Trust Stock News

I invest most of my capital in REITs. Even then, I'm bearish on a lot of them. This is a sector in which you need to be very selective to succeed.

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balan...

The Undercovered Dozen series spotlights 12 lesser-known stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Oct. 31 and Nov. 7, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.

Arbor Realty Trust is paying out a 12% dividend yield, as coverage concerns rise amidst rent declines in key Sun Belt markets like Texas and Florida. ABR's distributable earnings covered its dividend by 117% last quarter, despite a 57% year-over-year drop in net income and rising credit loss provisions. Preferred shares ABR.PR.D and ABR.PR.E trade at steep discounts, and now offer current yield...

Arbor Realty Trust remains a Hold as Q3 earnings highlight ongoing distress in its multifamily loan portfolio, triggering a 12% share price drop. ABR's balance sheet is pressured by $4.6B in distressed 2021-2022 vintage loans nearing the end of extensions, while single-family loans show relative strength. Despite a 30% discount to book value, uncertainty around legacy asset resolutions and fluc...

Arbor Realty Trust, Inc. ( ABR ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Paul Elenio - Executive VP & CFO Ivan Kaufman - Chairman, President & CEO Conference Call Participants Steven Delaney - Citizens JMP Securities, LLC, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Shane - JPMorgan Chase & Co, Research Division Cri...

Company Highlights: GAAP net income of $0.20 and distributable earnings1 of $0.35, per diluted common share Declares cash dividend on common stock of $0.30 per share Recognized a significant cash gain of $48.0 million from an equity investment Generated ~$360 million of liquidity through continued improvements to the right side of our balance sheet: Closed a $1.05 billion collateralized securit...

Arbor Realty has been a longtime holding, initially recommended by a friend and supported by my research. Recent dividend cut and fair valuation prompt a review of ABR's common shares versus its preferred D class shares. The preferred D class offers a slightly lower yield but potential for capital gains if called, with no risk of further dividend cuts.