Arbor Realty Trust, Inc. filings document the public-company disclosures of a Maryland real estate investment trust and commercial real estate lender. Its Form 8-K reports include earnings releases, Regulation FD investor presentations, dividend announcements, share repurchase activity, senior note financing and commercial real estate mortgage loan securitization agreements tied to its loan and investment portfolio.
The filing record also covers capital structure and governance matters, including common stock, Series D, Series E and Series F cumulative redeemable preferred stock, executive appointments, board changes and related employment or compensation arrangements. Proxy materials describe director elections, executive compensation, equity awards and shareholder voting matters for the company’s REIT governance framework.
Arbor Realty Trust, Inc. reported a net loss attributable to common stockholders of $37.3 million for the quarter ended June 30, 2026, compared with income of $24.0 million a year earlier. Diluted EPS was $(0.20), versus $0.12 in the prior-year quarter.
Net interest income declined to $53.1 million, while other revenue was roughly stable. Results were pressured by higher provision for credit losses of $38.2 million, increased loss‑sharing provisions, and $13.7 million of REO impairment. For the first half, net loss attributable to common stockholders was $36.7 million (EPS $(0.19)) versus income of $54.4 million last year.
Loans and investments, net, were $11.92 billion, with unpaid principal in the Structured portfolio of $12.11 billion, 93% in bridge loans and 72% backed by multifamily assets. The allowance for credit losses on loans rose to $163.4 million. Non-performing loans totaled $427.5 million of carrying value across 19 loans. The company modified $865.7 million of loans to borrowers experiencing financial difficulty, representing 7% of the Structured portfolio. Common dividends were reduced to $0.17 per share in the quarter, from $0.30 a year earlier, while 7.67 million common shares were repurchased year to date for $51.6 million.
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, versus net income of $24.0 million, or $0.12 per share, a year earlier. Distributable earnings were $21.7 million, or $0.10 per diluted share, compared with $52.1 million, or $0.25 per share, in the prior-year quarter. Results reflected a $38.2 million CECL loan-loss provision, a $12.9 million provision for loss-sharing obligations, $13.6 million of real estate owned impairments and nineteen non-performing loans totaling $428.8 million of unpaid principal balance.
The fee-based servicing portfolio totaled $36.70 billion and the structured loan portfolio had $12.11 billion of unpaid principal balance at quarter end. The board declared a quarterly common dividend of $0.17 per share, compared with $0.30 in the prior-year quarter. Arbor undertook significant capital actions, including redeeming in full a $787.0 million legacy CLO, issuing $375.0 million of 6.25% convertible senior notes due 2029, redeeming $270.0 million of 4.50% senior notes due 2026 and repurchasing $114.3 million of common stock at $5.42 per share plus an additional $20.8 million at $5.85 per share.
Arbor Realty Trust, Inc. issued and sold $375 million of 6.25% Convertible Senior Notes due 2029 in a private offering to qualified institutional buyers. The notes are senior unsecured, pay interest semiannually and mature on July 1, 2029, unless earlier converted or repurchased.
The notes are initially convertible at 164.0016 shares per $1,000 of principal, with a maximum adjusted rate of 184.5018 shares, allowing up to 69,188,175 shares of common stock to be issued on conversion. Arbor cannot redeem the notes before maturity, and holders may require repurchase at par plus interest after a fundamental change.
Gross proceeds will fund several actions: repurchasing 2,140,300 shares for about $11.6 million, paying about $102.7 million into a prepaid forward stock purchase on 18,941,200 shares, redeeming in full $270 million of 4.50% senior notes due September 1, 2026 at par plus interest, and supporting general corporate purposes.
BACON KENNETH J reported acquisition or exercise transactions in this Form 4 filing.
ARBOR REALTY TRUST INC director Kenneth J. Bacon received a grant of 5,555 fully vested Restricted Stock Units on June 30, 2026. These units were issued under the director deferred compensation plan in lieu of his 2026 cash director fees, which he elected to defer until January 2028 or earlier upon a change in control or the end of his board service. Following this award, he directly holds 35,845 restricted stock units.
Arbor Realty Trust, Inc. priced an upsized private offering of $325 million aggregate principal amount of 6.25% Convertible Senior Notes due July 1, 2029, sold to qualified institutional buyers. The company also granted an option for up to an additional $50 million of notes.
The notes are senior unsecured, pay interest semiannually starting January 1, 2027, and are not redeemable by Arbor before maturity. They are initially convertible at 164.0016 shares per $1,000 principal, implying an initial conversion price of about $6.10 per share, a roughly 12.5% premium to the $5.42 closing stock price on June 30, 2026.
Arbor plans to use the $325 million in gross proceeds, or $375 million if the option is fully exercised, to repurchase about 2.1 million shares for roughly $11.6 million, enter a prepaid forward stock repurchase of about $102.7 million covering initially about 18.9 million shares, redeem in full its outstanding $270 million 4.50% Senior Notes due September 1, 2026, and apply any remaining funds to general corporate purposes.
Green William C reported acquisition or exercise transactions in this Form 4 filing.
Arbor Realty Trust director William C. Green received 2,064 fully vested Restricted Stock Units as a dividend-related award. The RSUs were granted in lieu of dividend equivalents on his existing RSUs, at a reference price of $5.18 per unit, bringing his directly held RSUs to 64,955.
Mr. Green has elected to defer both the dividend equivalents and receipt of the common stock underlying these RSUs until his board service ends, or earlier upon a change in control, under a pre-established deferral election.
BACON KENNETH J reported acquisition or exercise transactions in this Form 4 filing.
Arbor Realty Trust director Kenneth J. Bacon received 357 fully vested Restricted Stock Units (RSUs) as a compensation-related award. The RSUs were granted on June 15, 2026 as dividend equivalents on a portion of his existing RSUs, at a reference value of $5.18 per unit.
Following this grant, Bacon holds 30,290 RSUs tied to Arbor Realty Trust common stock. He has elected to defer both the dividend equivalents and receipt of the underlying common shares until January 1, 2027, or earlier if there is a change in control or his board service ends, under a pre-established deferral election.
Arbor Realty Trust director Melvin F. Lazar received 1,730 fully vested Restricted Stock Units (RSUs) as a grant in lieu of dividend equivalents on his existing RSUs. These RSUs convert into common stock, but he has elected to defer receiving the shares until his board service ends or an earlier change in control. Following this grant, he directly holds 54,424 RSUs.
Arbor Realty Trust director George Tsunis reported offsetting stock trades that left his overall share count unchanged. On June 4, 2026, he sold 26,700 shares of common stock in an open-market sale at about $5.57 per share and repurchased 26,700 shares in an open-market purchase at an average price of about $5.58 per share.
A footnote explains that, for tax planning purposes, he sold shares held directly and repurchased the same number through his Individual Retirement Account. After these transactions, he directly holds 30,000 shares and indirectly holds 2,000 shares as custodian for each of his daughters, Eleni and Yanna.