NEW YORK, Aug. 4, 2024 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Arbor Realty Trust ("Arbor Realty" or "the Company") (NYSE: ABR) and certain of its officers.Class DefinitionThis lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Arbor Realty s ...

文章核心观点 - 美国股市本周大幅下跌,基准利率也大幅下降,主要原因是就业数据显示劳动力市场疲软,失业率上升[2][3] - 联储政策预期发生转变,市场预期联储将在9月开始降息,全年可能降息4.6次[10][11][12] - 房地产股整体表现较好,其中电信塔、制造房屋和单户出租房等子行业表现最佳[4][6] 行业总结 电信塔 - 电信塔REITs本周反弹,显示行业租赁活动有所恢复,但仍未出现明显改善[29] - 美国塔(AMT)和SBA通信(SBAC)的业绩和指引均有所改善[29] 制造房屋 - 制造房屋REITs太阳社区(SUI)本周大涨,得益于其制造房屋和英国业务的强劲表现[31] - 公司通过出售非核心资产、提高运营效率等措施来提升业绩[31] 单户出租房 - 美国家庭(AMH)本周大涨,得益于租金增长强劲,且物业成本上升趋缓[32] - 公司第二季度租金增长5.3%,超出预期,7月租金增速还有所加快[32] 零售 - 购物中心REITs整体表现出色,租赁活动创历史新高,租金涨幅也很强劲[27] - 大型REITs如Regency Centers、Acadia Realty和Kite Realty的业绩和指引均有所改善[27] 公寓 - 公寓REITs整体业绩不错,尤其是中西部和日光地带的公司表现较好[33] - 但沿海地区公司如Equity Residential和Centerspace的租金增长仍有所放缓[33] 酒店 - 酒店REITs普遍下调了全年RevPAR(可出租客房收入)指引,反映消费者需求有所放缓[42][43][44] - 但通过成本控制和外部增长,有助于抵消RevPAR增长放缓的影响[42] 医疗 - 医疗REITs本周表现较差,主要是由于个别公司出现租金收款问题[37][38][39][40][41] - 但整体来看,医疗REITs的业绩和增长前景仍然较好[38][39][40] 抵押贷款 - 抵押贷款REITs本周普遍下跌,受到利率大幅波动和二季度业绩不佳的影响[45] - 个别公司如Rithm Capital和Arbor Realty的表现相对较好[45]

SAN DIEGO, Aug. 03, 2024 (GLOBE NEWSWIRE) --  Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Arbor Realty Trust, Inc. (NYSE: ABR) securities between May 7, 2021 and July 11, 2024, both dates inclusive (the “Class Period”), have until September 30, 2024 to seek appointment as lead plaintiff of the Arbor Realty class action lawsuit. Captioned Martin v. Arbor Realty Trust, Inc., No. 24-cv-05347 (E.D.N.Y.), the Arbor Realty class action lawsuit charges Arbor Realty and certain of Arb ...

财务数据和关键指标变化 - 公司在第二季度产生了91.6百万美元的可分配收益,每股0.45美元,ROE约为14% [43] - 公司在第二季度修改了价值7.33亿美元的28笔贷款,其中3.98亿美元的贷款要求借款人投入额外资本,公司提供临时利率减免 [43][44] - 公司的不良贷款总额从上季度的9.54亿美元增加到10.5亿美元,其中6.67亿美元为60天以上逾期贷款 [46] - 公司在第二季度增加了2900万美元的CECL准备金,其中750万美元为特定资产准备,其余为一般准备 [49][50] 各条业务线数据和关键指标变化 - 公司的代理业务在第二季度有11亿美元的强劲贷款发放和销售,贷款销售利润率为1.54% [53] - 公司的代理业务产生了1450万美元的抵押贷款服务权收入,平均MSR利率为1.32% [53] - 公司的代理业务服务组合增长到323亿美元,加权平均服务费为38个基点,剩余期限为7.5年 [54] - 公司的资产负债表贷款业务投资组合收益率为8.60%,平均资产负债表贷款规模为122亿美元,平均资金成本为7.53% [55][56][57] 各个市场数据和关键指标变化 - 公司的单户出租业务在第二季度有1.85亿美元的资金投放,并有2.8亿美元的签约承诺 [38] - 公司的建筑贷款业务正在稳步发展,预计可产生10%-12%的无杠杆收益,并最终达到中高teens的杠杆收益 [39][40] 公司战略和发展方向及行业竞争 - 公司采取了多元化的业务模式,投资于合适的资产类别,并拥有稳定的负债结构,使其能够在当前充满挑战的环境中持续表现出色 [8][29][31] - 公司大量使用长期低成本的CLO融资工具,为其提供了在市场动荡时期的战略优势 [29][30][31] - 公司的代理业务和单户出租业务为其带来了可预测的长期收入流,有助于抵消资产负债表贷款业务的波动 [32][35][38] - 公司正在积极拓展建筑贷款业务,预计可为其带来高回报 [39][40] 管理层对经营环境和未来前景的评论 - 管理层认为公司已做好充分准备,能够在当前充满挑战的环境中持续表现出色 [8][12] - 管理层预计第三季度和第四季度仍将是最为艰难的时期,但有信心能够成功渡过 [12][41] - 管理层认为利率下降将为公司带来积极影响,刺激再融资和交易活动,并有助于解决不良贷款问题 [122][126][127] 其他重要信息 - 公司遭受了一些不实指控,但坚持自己的财务数据和披露,并配合相关部门的调查 [13][26] - 公司拥有充足的流动性,约7亿美元的现金和等价物,有助于渡过当前困境并把握未来机会 [27][28] - 公司已大幅降低杠杆,67%的债务为非标记市场、非追索的CLO负债,提供了战略优势 [29] 问答环节重要的提问和回答 问题1 **Steven DeLaney 提问** 询问公司对已归类为不良贷款的资产是否仍有修改的可能性 [62][63] **Ivan Kaufman 回答** 预计约40%的不良贷款仍有修改的可能性,其余30%预计将进入REO,剩余30%将通过其他方式解决 [64][65][66][67] 问题2 **Stephen Laws 提问** 询问利率下降对公司的影响,是否会短期内压缩净利差,但长期有利于代理业务和贷款修改 [125][126][127] **Ivan Kaufman 和 Paul Elenio 回答** 利率下降将使贷款修改更容易进行,同时刺激代理业务增长,长期来看是利好公司的 [126][127] 问题3 **Leon Cooperman 提问** 询问公司是否认为经济将进入衰退,以及是否会考虑在低估值时回购股票 [132][133][134][135][136] **Ivan Kaufman 和 Paul Elenio 回答** 管理层认为经济可能进入温和衰退,并表示在合适的估值水平会考虑回购股票 [133][134][135][136]

Arbor Realty Trust (ABR) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.27%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.44 per share when it actually produced earnings of $0.47, delivering a surprise of 6.82%.Over the last four q ...

LOS ANGELES, Aug. 2, 2024 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Arbor Realty Trust, Inc. ("Arbor Realty" or "the Company") (NYSE: ABR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between May 7, 2021 through July 11, 2024, inclusive (the "Class Perio ...

Company Highlights: GAAP net income of $0.25 and distributable earnings of $0.45, per diluted common share1Declares cash dividend on common stock of $0.43 per shareStrong liquidity position with ~$725 million in cash and liquidity and ~$215 million of CLO restricted cash2Agency loan originations of $1.15 billion; a servicing portfolio of ~$32.28 billion, up 3%Structured loan originations of $227.2 million, runoff of $629.6 million and a portfolio of ~$11.87 billionRedeemed our 5.75% senior notes at maturity ...

Company Highlights: GAAP net income of $0.25 and distributable earnings of $0.45, per diluted common share1Declares cash dividend on common stock of $0.43 per shareStrong liquidity position with ~$725 million in cash and liquidity and ~$215 million of CLO restricted cash2Agency loan originations of $1.15 billion; a servicing portfolio of ~$32.28 billion, up 3%Structured loan originations of $227.2 million, runoff of $629.6 million and a portfolio of ~$11.87 billionRedeemed our 5.75% senior notes at maturity ...

NEW YORK, Aug. 2, 2024 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Arbor Realty Trust, Inc. ("ABR" or the "Company") (NYSE: ABR) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of ABR investors who were adversely affected by alleged securities fraud between May 7, 2021 and July 11, 2024. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/arbor-lawsuit-submission-form?prid=93329&wi ...

NEW YORK, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Eastern District of New York on behalf of all persons or entities who purchased or otherwise acquired Arbor Realty Trust, Inc. (“ABR” or the “Company”) (NYSE: ABR) securities between May 7, 2021 and July 11, 2024, inclusive (the “Class Period”). The lawsuit seeks to recover damages for the Company’s investors under the federal secur ...