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

Distress in Commercial Real Estate Bonds Hits All-Time High: The pain is especially apparent in the so-called “CRE-CLO” bond market. https://mises.org/mises-wire/distress-commercial-real-estate-bonds-hits-all-time-high

Bin da mal drin

The office delinquency rate surpassed 10% in November, increasing about 100 basis points to 10.38%. https://www.trepp.com/trepptalk/cmbs-delinquency-rate-soars-over-6-percent-driven-office-multifamily-office-nov-24

The Commercial Mortgage Crisis Deepens: An increasing number of commercial properties are in financial distress and running out of options for refinancing relief. The delinquency rate for commercial mortgage-backed securities (CMBS) tied to office properties reached 10.4 percent in November 2024, approaching the 10.7 percent peak reached during the 2008 financial crisis. https://thedailyeconomy.org/article/the-commercial-mortgage-crisis-deepens/

New 60+ day delinquency volume increased to $1.76 billion in November from $1.27 billion in October. Office loans accounted for the largest share of new delinquencies (61%, $1.07 billion) followed by hotel (16%, $281 million), and multifamily (12%, $207 million). Maturity defaults accounted for 77% ($1.36 billion) of new delinquencies, while term defaults represented 23% ($404 million). https://www.fitchratings.com/research/structured-finance/uptick-of-us-cmbs-delinquencies-in-november-office-defaults-climb-higher-06-12-2024

> https://therealdeal.com/miami/2023/11/20/developer-says-arbor-realty-affiliate-put-it-on-fannie-mae-blacklist/ Fannie Mae says it suffered losses from commercial mortgage fraud. Agency discloses investigation for first time, warns of risk. https://therealdeal.com/new-york/2024/11/04/fannie-mae-discloses-probe-says-mortgage-fraud-is-top-risk/

Arbor Realty takes back more assets as loan mods slow, delinquencies persist, analysts ask if dividend’s “sustainable” https://therealdeal.com/national/2024/11/01/arbor-realty-trust-reports-more-foreclosures-slowing-loan-modifications/

https://www.aktienwelt360.de/2024/11/02/230-dividendenwachstum-in-10-jahren-ist-das-jetzt-der-perfekte-moment/

Arbor Realty Trust ( NYSE: ABR ): DEPS im 3. Quartal von 0,43 $ übertrifft das Ergebnis um 0,01 $ . Ein Umsatz von 156,65 Mio. USD (-11,3 % im Jahresvergleich).

Distress Rate Hits All-time High of 13.1% for CRE CLOs https://cred-iq.com/blog/2024/10/10/distress-rate-hits-all-time-high-of-13-1-for-cre-clos/

Heute Wurstbericht

Quartalsbericht natürlich

Heute Wuartalsbericht. Bin gespannt.

Schöner Anstieg! Hier wird Geld verdient. Die Shorties haben verloren.

Helene and Milton exposure represents 7% of the Fitch-rated US CMBS portfolio by balance. https://www.fitchratings.com/research/structured-finance/us-cmbs-loss-protections-mitigate-exposure-to-hurricanes-helene-milton-10-10-2024