Does a dividend hike, robust liquidity, and a strong outlook provide an edge to NLY over ABR? Let us find out which mREIT deserves a place in your portfolio.
Not all REITs are worth buying. I highlight three popular REITs to avoid. I then present a few better alternatives to buy.
Arbor Realty Trust was forced to cut its dividend to common shareholders by 30% following a dip in net interest income and EPS. The mREIT has seen delinquencies come in hotter in recent quarters and plans to take back non-performing assets as real estate owned. REO jumped 71% sequentially. The Series E Preferreds are now trading for 66 cents on the dollar with a 9.46% yield on cost.
Arbor Realty Trust (ABR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ABR remains under pressure from high interest rates, worsening multifamily market conditions, and elevated leverage, threatening its core business model and book value. Loan modifications, rising REO inventory, and a potential multifamily glut signal persistent credit risk and limited refinancing options for Arbor's bridge loan portfolio. Dividend cuts and leverage reduction are prudent, but economic headwinds and oversupply in key markets suggest continued strain well beyond 2025.
I am downgrading Arbor Realty Trust (ABR) to HOLD due to a substantial dividend cut and weak Q1 2025 earnings. The dividend was slashed by almost 40%. I see the dividend cut as an indicator of strong headwinds, which are likely to persist or even worsen with rising delinquency rates.
Investors love dividend stocks, especially the ultra-high-yield variety because they offer a significant income stream and have massive total return potential.
Preferred stocks offer high yields and low appreciation, complementing common stocks and bonds in an income-focused portfolio. Arbor Realty's Series F preferred stock offers a fixed-to-floating yield, likely to be redeemed in October 2026, ensuring a strong total return. KKR Real Estate Finance's Series A preferred stock yields 8.7% at current prices, with well-covered dividends and significant upside potential.
Arbor Realty Trust (ABR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
The headline numbers for Arbor Realty Trust (ABR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Arbor Realty Trust (ABR) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.47 per share a year ago.
Arbor Realty Trust (ABR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.