ARBOR REALTY WKN: A0CAPU ISIN: US0389231087 Kürzel: ABR Forum: Aktien Thema: Hauptdiskussion

Nachdem dem katastrophalen Q1 geht es im April so weiter: Fitch Ratings: Escalating Office Maturity Defaults Fuel U.S. CMBS Delinquency Rate Higher in April..CRE CLO: 1.78% (four loans, $117 million); https://www.fitchratings.com/research/structured-finance/escalating-office-maturity-defaults-fuel-us-cmbs-delinquency-rate-higher-in-april-10-05-2024

Multifamily Market Distress Signals: Ready Capital faces a multifamily lending crisis with a 284% spike in delinquencies, signaling deep market distress. In a recent revelation that has sent ripples through the real estate investment community, Ready Capital, a prominent debt source for multifamily syndicators, disclosed a significant uptick in delinquencies within its bridge loan portfolio. This announcement comes on the heels of Arbor Realty Trust's report of similar financial strains, highlighting a growing concern in the multifamily lending space. https://super.news/en/articles/2024/05/13/ready-capitals-delinquency-spike-plans-655-m-loan-sale

Viceroy Letter to EY https://viceroyresearch.org/2024/05/14/arbor-letter-to-ey/

Incoming Commercial REIT Losses in Q2 https://www.reddit.com/r/investing/comments/1co9wx1/incoming_commercial_reit_losses_in_q2/

https://www.youtube.com/watch?v=UR519WYUfFs Wer`s noch nicht kennt,ein ruhiger und sachlicher Blick auf den Wert.

Und man beachte die mega Dividende bei dem Wert ab für sich solide Investition..kein Zockerwert

Willst Du ein Spendenkonto eröffnen?🤣

Sieht gerade doof aus für die Shorter

Roaring Kitty ist wieder unterwegs,bei der shortquote kann es flott vollkommen egal sein,was Fickeroy so fabuliert.

Morningstar Quarterly U.S. CRE CLO Report: Q1 2024 New Issuance Remains Dormant While Seasoned Transactions Continue to Show Signs of Stress: The delinquency rate continued to tick higher to 7.45%, moving up by 127 basis points (bps) from Q4 2023. At quarter-end March 2024, 119 loans totaling $3.74 billion were flagged as delinquent for the first time. https://dbrs.morningstar.com/research/432535/quarterly-us-cre-clo-report-q1-2024-new-issuance-remains-dormant-while-seasoned-transactions-continue-to-show-signs-of-stress

CRE CLO market sees deliquencies spike https://www.recapitalusa.com/cre-clo-market-sees-delinquencies-spike/

Nearly 40% of CRE CLO Loans are on the Watchlist: CRED iQ’s latest loan-level analysis as of April 30, 2024 indicated that 38.6% of CRE CLO loans are currently on the servicer’s watchlist. This is in addition to CRED iQ’s overall distress rate of 8.6% for CRE CLO loans that are either delinquent or with the special servicer. Combining these two figures (37.7% watchlist and 8.6% delinquent/specially serviced), CRED iQ calculates 46.3% of these loans are in some level of trouble. https://cred-iq.com/blog/2024/05/03/nearly-40-of-cre-clo-loans-are-on-the-watchlist/

Die Aktie wird am 16.05. Ex Divi gehandelt. Vielleicht deswegen.

Gab es irgend eine Meldung oder warum der plötzliche Anstieg?

Kann so weitergehen, bin da sehr offen