Investors need to pay close attention to LADR stock based on the movements in the options market lately.
Ladder Capital offers a 9% yield and trades at a 24% discount to undepreciated book value, presenting compelling value and income. LADR's portfolio is 84% senior secured/investment-grade, with conservative underwriting and robust loan growth driven by capital recycling from securities. Management is capitalizing on CRE market dislocation, selectively originating new loans at attractive spreads and maintaining strong liquidity.
Ladder Capital delivered robust commercial loan growth, with a 60% Y/Y increase to $2.6B, its fastest growth in four years. LADR's dividend coverage ratio improved to 96% in Q1'26, supported by distributable earnings of $0.22 per share (+10% Y/Y). Asset quality remained strong, with no new CECL reserve additions and no credit losses, reinforcing confidence in LADR's loan portfolio.
| Mortgage Real Estate Investment Trusts (REITs) Industry | Financials Sector | Brian Richard Harris CEO | LSE Exchange | 505743104 CUSIP |
| US Country | 54 Employees | 30 Jun 2026 Last Dividend | - Last Split | 6 Feb 2014 IPO Date |
Ladder Capital Corp is a distinguished internally-managed real estate investment trust (REIT) based in the United States, known for its significant operations in the real estate financing sector. The company, established in 2008 and located in New York, New York, engages in providing a wide range of financial services across its three primary segments: Loans, Securities, and Real Estate. A unique aspect of Ladder Capital Corp is its status as a real estate investment trust, which allows it to enjoy certain tax benefits. Specifically, the company is not subjected to federal corporate income taxes, provided it distributes at least 90% of its taxable income to shareholders, a standard requirement for REITs in the U.S.
This segment focuses on the origination of conduit first mortgage loans that are protected by cash-flowing commercial real estate. It also encompasses the origination and investment in balance sheet first mortgage loans aimed at commercial properties in transition, like those under lease-up, sell-out, and renovation or repositioning states. Additionally, Ladder Capital Corp embarks on investing in note purchase financings, subordinated debt, mezzanine debt, and a plethora of structured finance products closely tied to commercial real estate.
The Securities arm of the company places its investment in an array of instruments including commercial mortgage-backed securities, U.S. treasury and agency securities, corporate bonds, and equity securities. This diverse portfolio underlines the company’s strategic approach to investment, balancing risk and return across different asset classes within the financial markets sector.
Ladder Capital Corp’s Real Estate segment actively owns and invests in both commercial and residential real estate properties. The investments span a broad spectrum of property types including leased properties, office buildings, student housing portfolios, hotels, industrial buildings, shopping centers, and condominium units. This extensive investment in physical properties showcases the company’s commitment to leveraging real estate as a cornerstone of its growth and income strategy.