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Jun 30
Arbor Realty Q2 2025 Earnings Report
Arbor Realty reported Q2 2025 results and declared a dividend of $0.30 per share.
Key Takeaways
Arbor Realty Trust posted a solid quarter with positive net income and strong progress in financing activities, including a major securitization deal and a debt refinancing effort.
Reported GAAP net income of $24.0 million and adjusted EPS of $0.25.
Closed $801.9 million build-to-rent securitization, boosting balance sheet flexibility.
Issued $500 million in senior unsecured notes to refinance convertible debt and add liquidity.
Distributable earnings totaled $52.1 million, excluding losses from property sales.
Arbor Realty
Arbor Realty
Arbor Realty Revenue by Segment
Revenue by Segment
Structured Business Revenue
CapyFin.comAgency Business Revenue
CapyFin.com Forward Guidance
Arbor Realty expects continued improvements in balance sheet strength and liquidity, supported by recent financing activity and stable portfolio performance.
Positive Outlook
- Closed large-scale $801.9M securitization with favorable terms.
- Issued $500M in senior unsecured notes to enhance liquidity.
- Strong servicing portfolio of over $33.76B.
- Agency loan originations rose significantly from prior quarter.
- Solid distributable earnings despite property sale losses.
Challenges Ahead
- Net income and EPS declined year-over-year.
- Distributable earnings down from $91.6M in Q2 2024.
- Increased non-performing loan activity and modifications.
- Higher loan loss provisions and CECL allowance.
- Slightly rising cost of debt and narrowing portfolio yield.