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Arbor Realty Trust: Not A Buy Until Late 2026
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Arbor Realty Trust: Not A Buy Until Late 2026

Seeking Alpha·Joseph Parrish·20 days ago
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Home Financials  Summary Arbor Realty Trust (ABR) remains under pressure, with unresolved multifamily loans and growing REO weighing on book value and investor confidence. Despite a larger discount to book value ($11.63/share), ongoing asset quality deterioration and slow loan resolution justify a continued Hold rating. Dividend was cut again to $0.17, yielding 10%, but yield is unreliable given persistent cash flow uncertainty and asset value risks. Management's guidance to reduce REO to $250M-$300M by end of 2026 signals a prolonged recovery timeline and ongoing balance sheet challenges. exopixel/iStock via Getty Images Can Arbor Realty Trust ( ABR ) recover? I covered this REIT back in November and rated it Hold. We just got a Q1 update . The problem? It's still up in the air. That's why they Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.…

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