Arbor Realty Trust prices $500 million senior notes offering

Published 02/07/2025, 21:10
Arbor Realty Trust prices $500 million senior notes offering

NEW YORK - Arbor Realty Trust, Inc. (NYSE:ABR), a $2.3 billion market cap REIT currently trading at $11.04 per share, announced today that its subsidiary, Arbor Realty SR, Inc., has priced an offering of $500 million in 7.875% Senior Notes due 2030 in a private placement to qualified institutional buyers. According to InvestingPro data, the company offers an impressive 11% dividend yield and has maintained dividend payments for 14 consecutive years.

The notes will be senior, unsecured obligations of the issuer and fully guaranteed by Arbor Realty Trust. The offering is expected to close on July 9, 2025, subject to customary closing conditions.

According to the company’s statement, a portion of the proceeds will be used to refinance Arbor’s remaining outstanding 7.50% Convertible Notes due 2025, with any remaining funds allocated for general corporate purposes.

J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC are serving as joint book-running managers for the offering.

The notes and related guarantee have not been registered under the Securities Act of 1933 and may not be offered or sold in the United States except pursuant to applicable exemptions from registration requirements.

Arbor Realty Trust is a real estate investment trust and direct lender that provides loan origination and servicing for multifamily, single-family rental portfolios, and other commercial real estate assets. The company manages a multibillion-dollar servicing portfolio and specializes in government-sponsored enterprise products.

This information is based on a press release issued by the company.

In other recent news, Arbor Realty Trust reported first-quarter earnings that fell short of analyst expectations, with adjusted earnings per share at $0.16, missing the consensus estimate by $0.13. Despite this, the company surpassed revenue expectations with $134.16 million, although this marked a 14.6% decrease compared to the same period last year. Analysts from Keefe, Bruyette & Woods adjusted their price target for Arbor Realty Trust to $11.00, down from $11.75, while maintaining a Market Perform rating, citing credit challenges and a decline in loan originations as factors. Conversely, Citizens JMP maintained a positive outlook on the company, reiterating a Market Outperform rating and a price target of $13.50, expressing confidence in Arbor Realty Trust’s strategic initiatives and dividend sustainability.

Additionally, Arbor Realty Trust held its annual stockholders’ meeting, where stockholders elected four Class I directors and ratified the appointment of Ernst & Young LLP as the independent auditor for the current fiscal year. The company has also been proactive in managing its loan portfolio, securing a new $1.15 billion repurchase facility and expanding another by $200 million. Arbor Realty Trust’s structured loan portfolio saw growth, with new originations partially offset by runoff, while its agency loan originations declined significantly year-over-year. Despite facing credit challenges, the company declared a quarterly cash dividend of $0.30 per common share, and its servicing portfolio stood at $33.48 billion by the end of the quarter.

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