Every material Form 8-K Arbor Realty Trust has filed with the SEC since May 02, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arbor Realty Trust posted an investor presentation on its website on October 30, 2026, and furnished it as Exhibit 99.1 to a Form 8-K. The filing itself reports no new financial results, guidance, or transactions, and the presentation's contents are not included in the text provided.
Investor presentation posted on company website on October 30, 2026
Presentation furnished as Exhibit 99.1 and dated October 2026
Information furnished under Item 7.01 is not deemed filed under Section 18 of the Exchange Act
Arbor Realty Trust reported a third-quarter 2026 GAAP net loss of $85.4 million, or $0.51 per diluted share, compared with net income of $38.5 million, or $0.20 per diluted share, a year earlier. Its Board suspended the quarterly common stock dividend effective immediately to preserve capital and maintain financial flexibility, which directly affects shareholder income.
Q3 2026 GAAP net loss of $85.4 million, or $(0.51) per diluted share, versus net income of $38.5 million, or $0.20, in Q3 2025
Distributable loss of $6.9 million, or $(0.04) per diluted share, versus distributable earnings of $72.9 million, or $0.35, a year earlier
Quarterly common stock dividend suspended effective immediately; dividends declared per common share were $0.17 in Q3 2026 versus $0.30 in Q3 2025
Net provision for credit losses of $53.0 million; non-performing loans rose to 32 with a UPB of $647.6 million from 19 with $428.8 million at June 30, 2026
Arbor Realty Trust's consolidated subsidiary issued $730.1 million of investment grade-rated notes in a private placement, backed by about $825 million of real estate related assets, mainly first-lien mortgage bridge loans. Arbor said it expects to account for the financing on its balance sheet and will use the proceeds to repay borrowings under its current credit facilities, pay transaction expenses and fund future loans and investments.
Offered investment grade-rated notes totaled $730,125,000, with $94,875,000 of below investment grade-rated notes also issued; consolidated Arbor subsidiaries bought $94,875,000 of the below investment grade notes and $17,532,000 of the inv
Collateral has a face value of approximately $825 million, and about $56.7 million is available to buy additional collateral interests within up to 180 days of the August 11, 2026 closing date.
Offered notes carry an initial weighted average interest rate of approximately 1.76% plus Term SOFR, with a stated maturity in April 2044 and a reinvestment period of about two years and six months.
Arbor retained subordinate interests in the issuing vehicle of approximately $112.4 million, according to the accompanying press release.
Arbor Realty Trust reported a GAAP net loss attributable to common stockholders of $37.3 million, or $0.20 per diluted share, for the quarter ended June 30, 2026, compared with net income of $24.0 million, or $0.12 per diluted share, a year earlier. Distributable earnings fell to $21.7 million, or $0.10 per diluted share, from $52.1 million, or $0.25, and the board declared a quarterly dividend of $0.17 per share, down from $0.30 a year earlier.
GAAP net loss of $37.3 million, or $0.20 per diluted share, versus net income of $24.0 million, or $0.12, in Q2 2025
Distributable earnings of $21.7 million, or $0.10 per diluted share, versus $52.1 million, or $0.25, in Q2 2025; $9.6 million of net realized losses from legacy asset resolutions are cited as a factor
Net provision for loan losses of $38.2 million under CECL and $13.6 million of impairments on two real estate owned properties in the quarter
Quarterly dividend of $0.17 per share, payable August 28, 2026 to holders of record on August 14, 2026
Arbor Realty Trust completed a $375 million private offering of 6.25% convertible senior notes due July 1, 2029, including a $50 million option that the initial purchasers exercised in full on July 1, 2026. The company will use the proceeds to repurchase about $11.6 million and about $102.7 million of its common stock, and to redeem its $270 million 4.50% senior notes due September 1, 2026. Conversion could result in up to 69,188,175 new common shares, which may dilute existing shareholders.
Gross proceeds of $375 million; notes pay 6.25% interest semiannually and mature July 1, 2029
Initial conversion price of about $6.10 per share; up to 69,188,175 shares may be issued on conversion
About $11.6 million buys back 2,140,300 shares; about $102.7 million funds a prepaid forward share repurchase
Remaining proceeds, with cash on hand, redeem the $270 million 4.50% senior notes due September 1, 2026
Arbor Realty Trust reported first quarter 2026 GAAP net income of $0.6 million, or $0.00 per diluted share, down from $30.4 million, or $0.16, a year earlier. Distributable earnings were $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28, and the company also declared a $0.17 per share quarterly dividend. The sharp drop in earnings matters to shareholders because it comes with $22.9 million of net realized losses from resolving certain legacy assets.
GAAP net income of $0.6 million, or $0.00 per diluted share, versus $30.4 million, or $0.16, in Q1 2025
Distributable earnings of $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28; excluding $22.9 million of net realized losses, $0.18 per share
Board declared a quarterly cash dividend of $0.17 per share, payable June 5, 2026 to holders of record May 22, 2026
Purchased $30.7 million of stock at an average price of $7.46 per share, or 66% of book value
Arbor Realty Trust's consolidated subsidiary issued about $762.6 million of notes backed by commercial real estate bridge loans, selling $674.0 million of investment grade-rated notes in a private placement. Arbor's subsidiary bought the remaining $88.7 million of below investment grade notes and will account for the offered notes as a financing on its balance sheet, with proceeds used to repay credit facility borrowings, pay transaction expenses and fund future loans and investments.
Offered investment grade-rated notes of $673,990,000 issued; a consolidated subsidiary bought $88,657,903 of below investment grade notes and $45,758,903 of income notes
Initial weighted average interest rate of about 1.73% plus Term SOFR; monthly interest payments begin April 20, 2026; stated maturity September 2043
Proceeds will repay borrowings under current credit facilities, pay transaction expenses and fund future loans and investments
Secured notes are non-recourse to the issuer; reinvestment period of about two years and six months; weighted average life expected between 2.89 and 4.49 years
Arbor Realty Trust reported fourth-quarter 2025 net income of $14.6 million, or $0.07 per diluted share, down from $59.8 million, or $0.32, a year earlier. Full-year net income was $107.4 million, or $0.56 per diluted share, versus $1.18 in 2024. The board declared a $0.30 quarterly dividend, down from $0.43 declared in the fourth quarter of 2024.
Q4 2025 net income of $14.6 million, or $0.07 per diluted share, versus $0.32 in Q4 2024
Q4 2025 distributable earnings of $41.2 million, or $0.19 per diluted share, versus $0.40 in Q4 2024
Full-year 2025 net income of $107.4 million, or $0.56 per diluted share, versus $1.18 in 2024
Dividend of $0.30 per share payable March 24, 2026 to holders of record on March 10, 2026
Arbor Realty Trust appointed Yoni Goodman as Executive Vice President and Chief Operating Officer, effective February 17, 2026. His employment agreement sets a $1,000,000 base salary, a 2026 cash bonus of at least $2,000,000, and a five-year initial term that automatically extends for a second five-year term unless either party gives notice. The filing shows compensation terms that could raise shareholder costs, but the awards remain subject to Compensation Committee approval.
Yoni Goodman, age 43, appointed EVP and COO effective February 17, 2026
Base salary of $1,000,000; cash bonus targets of $1,500,000 (threshold), $3,000,000 (target) and $4,500,000 (maximum); 2026 bonus not less than $2,000,000
Proposed multi-year performance award through December 31, 2030, including up to $20,000,000 new business volume award and $5,000,000 total shareholder return award, subject to Compensation Committee approval
Previously a founding Principal of Green Pine Real Estate LLC from August 2024 through October 2025
Arbor Realty Trust's longtime director Joseph Martello resigned from the board effective December 31, 2025, citing retirement and not any disagreement with the company. The board elected John Natalone as a Class II director on January 5, 2026, to fill the vacancy, but determined he is not independent and did not assign him to any committees.
Joseph Martello served as a director since 2003 and resigned effective December 31, 2025, citing retirement.
John Natalone was elected a Class II director on January 5, 2026, to fill the vacancy.
The board determined Natalone is not independent under listing standards and placed him on no committees.
Natalone's director pay follows the program in the April 17, 2025 proxy statement.
Arbor Realty Trust's subsidiary Arbor Realty SR completed a $400 million private offering of 8.50% Senior Notes due December 15, 2028, guaranteed by the parent. The company says it intends to use part of the proceeds to refinance or repay its remaining 7.75% and 5.00% Senior Notes due 2026, with any leftover funds for general corporate purposes.
$400 million aggregate principal of 8.50% Senior Notes due December 15, 2028, issued December 16, 2025
Notes are senior, unsecured and fully guaranteed by Arbor Realty Trust, Inc.
Proceeds intended to repay the parent's remaining 7.75% and 5.00% Senior Notes due 2026
Issuer may redeem before September 15, 2028 at 100% of principal plus a make-whole premium; holders may require repurchase at 101% on a change of control
Arbor Realty Trust reported third-quarter 2025 GAAP net income attributable to common stockholders of $38.5 million, or $0.20 per diluted share, down from $0.31 a year earlier, and distributable earnings of $0.35 per diluted share versus $0.43. The company declared a $0.30 quarterly dividend, below the $0.43 declared for the same quarter last year, and results included a $48.0 million cash gain from an equity investment.
GAAP net income attributable to common stockholders was $38.5 million, or $0.20 per diluted share, versus $58.2 million, or $0.31, in the third quarter of 2024.
Distributable earnings were $72.9 million, or $0.35 per diluted share, versus $88.2 million, or $0.43, a year earlier.
Board declared a $0.30 per share quarterly dividend, payable November 26, 2025, to holders of record on November 14, 2025; the third quarter of 2024 dividend was $0.43 per share.
The quarter included a $48.0 million cash gain from one equity investment asset and a $17.5 million net provision for loan losses.
Arbor Realty Trust said its consolidated subsidiary closed a $1.05 billion securitization of commercial real estate mortgage loans, issuing about $933 million of investment grade-rated notes in a private placement. Arbor kept the $117 million of below investment grade notes through a consolidated subsidiary, and the proceeds will repay borrowings under its credit facilities, pay transaction expenses and fund future loans and investments.
Offered notes totaled $933,187,000, with an initial weighted average interest rate of about 1.82% plus Term SOFR
Below investment grade notes of $116,813,000 were bought by a consolidated Arbor subsidiary
Arbor plans to account for the offered notes as a financing on its balance sheet
Interest is payable monthly from August 20, 2025, with stated maturity in January 2043
Arbor Realty Trust reported second quarter 2025 results on August 1, 2025, with net income attributable to common stockholders of $24.0 million, or $0.12 per diluted share, down from $47.4 million, or $0.25, a year earlier. Distributable earnings were $52.1 million, or $0.25 per diluted share, versus $91.6 million, or $0.45, in the second quarter of 2024. The company declared a $0.30 per share quarterly common dividend, payable August 29, 2025, to holders of record on August 15, 2025.
Net income attributable to common stockholders: $24.0 million ($0.12 per diluted share) vs. $47.4 million ($0.25) in Q2 2024
Distributable earnings: $52.1 million ($0.25 per diluted share) vs. $91.6 million ($0.45) in Q2 2024; excluding $10.5 million of realized losses from sales of two real estate owned properties, the company cites $0.30 per diluted share
Quarterly common dividend declared at $0.30 per share, payable August 29, 2025 to holders of record on August 15, 2025
In July 2025, the company issued $500.0 million of 7.875% senior unsecured notes due 2030 to repay $287.5 million of convertible senior notes
Arbor Realty SR, Inc., a subsidiary of Arbor Realty Trust, completed a $500 million private offering of 7.875% senior notes due July 15, 2030, guaranteed by the parent. The company plans to use part of the proceeds to repay its remaining 7.50% convertible notes due 2025, with any remainder for general corporate purposes. The new debt adds to the company's borrowing obligations, and the indenture includes covenants limiting additional debt.
Principal amount: $500 million of 7.875% senior notes due July 15, 2030, issued July 9, 2025
Proceeds to refinance, redeem or repay the parent's remaining 7.50% convertible notes due 2025, with any remaining funds for general corporate purposes
Indenture requires the parent to maintain a consolidated unencumbered asset ratio and limits additional indebtedness
Change of control triggers an offer to repurchase notes at 101% of principal plus accrued interest
On May 30, 2025, a consolidated Arbor subsidiary issued about $802 million of notes in a commercial real estate loan securitization backed mainly by construction and bridge loans on build-to-rent properties. Arbor said the proceeds will repay borrowings under its current credit facilities, pay transaction expenses and fund future loans and investments. The filing states that Arbor intends to keep the collateral until maturity and account for the Offered Notes as a financing on its balance sheet.
On May 30, 2025, the issuer sold $682.6 million of investment grade-rated Offered Notes and $119.3 million of below investment grade notes, which an Arbor subsidiary bought.
Collateral had a face value of about $583.6 million at closing, with a $200 million Class A-1R revolving note; Arbor's press release says about $50 million was drawn at closing.
The Offered Notes carry an initial weighted average rate of about 2.48% plus Term SOFR, with a stated maturity of January 23, 2041, and expected weighted average life of 3.69 to 4.81 years.
Arbor said the proceeds will repay borrowings under its current credit facilities, pay transaction expenses and fund future loans and investments.
Arbor Realty Trust reported first-quarter 2025 results with lower earnings than a year earlier. Net income attributable to common stockholders was $30.4 million, or $0.16 per diluted share, versus $0.31 a year earlier, and distributable earnings fell to $0.28 per diluted share from $0.47. The board also declared a quarterly cash dividend of $0.30 per common share, which shareholders will receive if they are on the record date.
Net income attributable to common stockholders was $30.4 million, or $0.16 per diluted share, versus $57.9 million, or $0.31, for the first quarter of 2024.
Distributable earnings were $57.3 million, or $0.28 per diluted share, versus $96.7 million, or $0.47; the figure excludes $7.1 million of realized losses on the sale of two real estate owned properties.
The board declared a quarterly cash dividend of $0.30 per common share, payable May 30, 2025 to holders of record on May 16, 2025.
In March 2025 the company closed a $1.15 billion repurchase facility to unwind two CLO vehicles, which it said created about $80 million of additional liquidity.
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