Arbor Realty Trust (ABR) furnished an investor presentation detailing a strategic plan to resolve approximately $1.1 billion in non-performing assets by the end of 2026. The update, based on data as of June 30, 2026, outlines specific targets for reducing both its delinquent loans and its Real Estate Owned (REO) portfolio.
Key Details
- Delinquency Resolution: The company targets resolving nearly all of its $525 million in delinquent loans by year-end, noting that $90 million was resolved in July and $105 million is scheduled for resolution in the first week of August 2026.
- REO Asset Reduction: ABR plans to reduce its $545 million REO portfolio by approximately $250 million through active marketing and asset sales, targeting a year-end 2026 balance of around $300 million.
- Portfolio Status: As of June 30, 2026, the company reported a structured loan portfolio of $12.1 billion and a GSE servicing portfolio that has grown to $36.7 billion.