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

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

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

Arbor Reality: Why the Stock May Be a Great Candidate for a Short https://www.investing.com/analysis/arbor-reality-why-the-stock-may-be-a-great-candidate-for-a-short-200648432

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

Wieder paar verbrannt….3 Berichte 3x ging der Kurs danach hoch. 😉

Kurs sieht aber gut aus 😊

The Short-Seller And The REIT: Inside Arbor Realty Trust's CLOs https://therealdeal-deconstruct.fireside.fm/arbor-realty-trust