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Arbor Realty Trust (ABR) investor relations material
Arbor Realty Trust Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Completed $500M high yield unsecured debt offering, paying off all convertible debt and adding $200M liquidity for growth.
Issued industry's first $801.9M build-to-rent securitization, enhancing leverage and efficiency.
Net income attributable to common stockholders was $23.95M for Q2 2025, down 49% year-over-year.
Total assets increased to $13.56B at June 30, 2025, driven by loan originations outpacing runoff.
2025 is viewed as a transitional year, focusing on resolving REO assets and delinquencies to set up for growth in 2026.
Financial highlights
Distributable earnings were $52.1M ($0.25/share) or $62.5M ($0.30/share) excluding $10.5M one-time REO losses in Q2.
Q2 2025 interest income was $240.3M, with net interest income of $68.7M, both down year-over-year.
$188M of REO assets taken back in Q2; $115M sold, bringing REO book to ~$300M as of June 30.
Loan delinquencies decreased to $529M at June 30 from $654M at March 31.
Provision for credit losses in Q2 2025 was $19M; allowance for credit losses was $243.3M at quarter-end.
Outlook and guidance
Management expects continued headwinds from high and volatile interest rates, impacting originations and real estate values.
Guidance for 2025 bridge loan production remains $1.5B–$2B; agency origination guidance $3.5B–$4B, with potential to exceed.
Anticipate REO assets to peak at $400M–$600M, slightly above prior guidance.
Agency origination volumes may remain pressured, but liquidity and capital access are strong.
Net interest income expected to bottom in the next quarter or two, with growth offsetting some drag.
Explain the improved terms in the securitization.
Detail the cause of the yield decrease.
Describe the temporary rate relief provided.
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Next Arbor Realty Trust earnings date
Q3 202531 Oct, 2025
Next Arbor Realty Trust earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Arbor Realty Trust, Inc. invests in a range of structured finance assets in the multifamily and commercial real estate markets, as well as the related credit investments. It operates in two segments, Structured Business and Agency Business. The Structured Business segment primarily invests in bridge and mezzanine loans related to multifamily properties.
The Agency Business segment invests in investment-grade, agency asset-backed securities issued by government-sponsored enterprises primarily collateralized by fixed-rate multifamily mortgage loans. Arbor Realty Trust, Inc. was incorporated in 2003 and is headquartered in Uniondale, New York.
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