

The Short-Seller And The REIT: Inside Arbor Realty Trust's CLOs
Feb 19, 2024
The podcast delves into the challenges faced by Arbor Realty Trust due to issues with loans in CLOs, with insights from Vicerory Research. It also explores real estate controversies, risks in the industry, loan refinancing for property rehabilitation, and Arbor's unique borrower negotiation strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Exploring Viceroy's Strategies and Arbor Realty Trust's Earnings Alongside Bob Knackel's Departure from JLL
01:39 • 2min
Real Estate Controversies and Alleged Hostile Takeovers
03:13 • 3min
Unpacking Arbor Realty Trust's CLOs and Risks in the Real Estate Industry
05:44 • 9min
Challenges and Strategies in Loan Refinancing for Property Rehabilitation
15:05 • 12min
Deconstructing Arbor Realty Trust's Borrower Negotiations
27:22 • 2min