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

Sieht gerade doof aus für die Shorter

Roaring Kitty ist wieder unterwegs,bei der shortquote kann es flott vollkommen egal sein,was Fickeroy so fabuliert.

Morningstar Quarterly U.S. CRE CLO Report: Q1 2024 New Issuance Remains Dormant While Seasoned Transactions Continue to Show Signs of Stress: The delinquency rate continued to tick higher to 7.45%, moving up by 127 basis points (bps) from Q4 2023. At quarter-end March 2024, 119 loans totaling $3.74 billion were flagged as delinquent for the first time. https://dbrs.morningstar.com/research/432535/quarterly-us-cre-clo-report-q1-2024-new-issuance-remains-dormant-while-seasoned-transactions-continue-to-show-signs-of-stress

CRE CLO market sees deliquencies spike https://www.recapitalusa.com/cre-clo-market-sees-delinquencies-spike/

Nearly 40% of CRE CLO Loans are on the Watchlist: CRED iQ’s latest loan-level analysis as of April 30, 2024 indicated that 38.6% of CRE CLO loans are currently on the servicer’s watchlist. This is in addition to CRED iQ’s overall distress rate of 8.6% for CRE CLO loans that are either delinquent or with the special servicer. Combining these two figures (37.7% watchlist and 8.6% delinquent/specially serviced), CRED iQ calculates 46.3% of these loans are in some level of trouble. https://cred-iq.com/blog/2024/05/03/nearly-40-of-cre-clo-loans-are-on-the-watchlist/

Die Aktie wird am 16.05. Ex Divi gehandelt. Vielleicht deswegen.

Gab es irgend eine Meldung oder warum der plötzliche Anstieg?

Kann so weitergehen, bin da sehr offen

Wieder paar verbrannt….3 Berichte 3x ging der Kurs danach hoch. 😉

Kurs sieht aber gut aus 😊

The Short-Seller And The REIT: Inside Arbor Realty Trust's CLOs https://therealdeal-deconstruct.fireside.fm/arbor-realty-trust

Arbor modifies $1.9B in loans as delinquencies keep rising https://de.finance.yahoo.com/news/arbor-modifies-1-9b-loans-204657933.html

Viceroy Research Report: Viceroy’s investigations have discovered an elaborate and intentional con, where Arbor has financed purchases of assets from its own foreclosures, with Arbor loans, via off-balance sheet entities run by former Arbor associates, and entirely financed with Arbor equity capital. https://viceroyresearch.org/2024/05/09/arbor-realty-trust-fraud/

https://ir.arbor.com/node/17716

Arbor Realty-Aktien fallen, nachdem Leerverkäufer Betrug behauptet Laut Viceroy Research überschätzt der Kreditgeber den Wert der Vermögenswerte Arbor steht zu seinen Finanzdaten und reagiert nicht auf Leerverkäufer

Ja komisch 😕