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Arbor Realty Trust: Why This 10.8%-Yielding Multifamily Lender Outperforms

Feb. 07, 2023 8:30 AM ETArbor Realty Trust, Inc. (ABR)MORT69 Comments


  • ABR is one of the best run mortgage REITs, largely by remaining focused on the defensive real estate sector of multifamily.
  • Management is skilled, long-tenured, and shareholder-aligned, with 12% insider ownership of common stock.
  • ABR certainly faces risks in the face of a likely 2023 recession, but management also asserts that they have the liquidity to take advantage of attractive opportunities.
  • ABR's 10.8% dividend yield is well-covered, and dividend coverage should only expand as higher LIBOR/SOFR rates increase net investment income.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

Modern residential building at the white background. 3d illustration

urfinguss/iStock via Getty Images

Arbor Realty Trust (NYSE:ABR) is an internally managed mortgage REIT ("mREIT") primarily focused on multifamily loans. The mREIT's three primary segments are:

  • Balance sheet loans, originated and held on the balance sheet
  • Government-sponsored agency (Fannie/Freddie) loan
Data by YCharts

ABR portfolio

ABR Q3 2022 Fact Sheet

ABR balance sheet loans

ABR Q3 2022 Presentation

ABR loan book

ABR Q3 2022 Presentation

ABR loan originations

ABR Q3 2022 Presentation

ABR other revenue lines

ABR Q3 2022 Presentation

ABR capital stack

ABR Q3 2022 Presentation

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This article was written by

Austin Rogers profile picture
Become a “Passive Landlord” with our 8% Yielding Real Estate Portfolio.

I write about high-quality dividend growth stocks with the goal of generating the safest, largest, and fastest growing passive income stream possible. My style might be called "Quality at a Reasonable Price" (QARP) in service to the larger strategy of low-risk, low-maintenance, low-turnover dividend growth investing. Since my ideal holding period is "lifelong," my focus is on portfolio income growth rather than total returns.

My background and previous work experience is in commercial real estate, which is why I tend to heavily focus on real estate investment trusts ("REITs"). Currently, I write for the investing group, High Yield Landlord.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ABR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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