Current Reports

Single-Family Rental Investment Trends Report Q3 2025

Arbor’s Single-Family Rental Investment Trends Report Q3 2025 documents the increasing strength and resiliency of the sector as it transitions to stable growth after a long period of rapid expansion. Rent growth remained positive last quarter, pushing up property-level yields as robust build-to-rent (BTR) construction activity continued to boost supply to a marketplace in need of quality rental housing.

Workforce Housing Financing

Take advantage of Arbor’s Fannie Mae and Freddie Mac workforce housing financing products with flexible loan terms and competitive pricing. Arbor’s Fannie Mae and Freddie Mac workforce housing programs offer competitive pricing, underwriting flexibility, and preservation incentives for the development of affordable housing solutions. Partner with a Freddie Mac Top Lender of Workforce Housing Rent Preservation financing to grow your portfolio to discover value-add workforce housing opportunities.

Articles

Build-to-Rent (BTR) Development Continues to Outpace Historical Highs

As single-family rental (SFR) demand has risen, build-to-rent (BTR) development has become more efficient at creating a distinct, community-focused experience for renters. Newly released U.S. Census Bureau data confirms that while the pace of SFR/BTR construction slowed during the second-quarter, development has remained robust compared to historical trends.

Articles

Arbor’s Innovative BTR CLO Delivers Key Competitive Advantages

Arbor Realty Trust, a perennial innovator in commercial real estate finance, closed a unique $802 million collateralized loan securitization (CLO) in May 2025 that cements the multifamily lender’s position at the forefront of build-to-rent (BTR) financing.

Articles

The Most Active Markets for New Multifamily Development in 2025

After the volume of multifamily permits fell nationally in 2023 and 2024, this year is on pace to be a year of stabilization for multifamily development. According to the U.S. Census Bureau, out of the top 100 largest U.S. metros by population, 47 had more multifamily permits through the first six months of 2025 than they did over the same period last year. Driven by strong underlying multifamily demand, attractive investment opportunities are leading to rebounding construction pipelines. As multifamily permitting rises, we explore the markets where new permits issued are most concentrated and where construction activity is gaining momentum.

General: 800.ARBOR.10

Ivan Kaufman Discusses Arbor’s Strength and Diversification on The iREIT Podcast with Brad Thomas

The iREIT Podcast

Arbor Realty Trust’s CEO discusses diversified income streams, stock buybacks, and the state of regional bank CRE lending in this wide-ranging interview.

Arbor’s diverse business model differentiates it from other multifamily lenders, Founder, Chairman, and CEO, Ivan Kaufman told Brad Thomas, founder of Wide Moat Research, in an interview on the iREIT Podcast on June 16, 2023.

“We are actually more than a mortgage REIT,” said Kaufman, noting that Arbor has multiple income streams. “Not only are we a leading originator of loans that we hold in our portfolio like most mortgage REITs and create that spread, but we also have a variety of other businesses that work together that create multiple income streams and feed off of one another.”

Thomas pointed out that Kaufman’s belief in the strength of his company prompted him to initiate a stock buyback program this year.

“As everybody’s aware, there was this short report that was written on us … we knew fundamentally it was wrong, and we also knew fundamentally how solid we were as evidenced by the ability to increase our dividend by two cents and still have the lowest payout ratio in the industry.”

Kaufman saw an opportunity in Arbor’s undervalued stock price and had the liquidity and access to capital to purchase more shares.

“Our stock typically trades at an eight dividend,” he added. “An eight dividend is a $20, $21 stock price. So, we’re sitting at $10 and a quarter, and we’re like, ‘Okay, this is a no-brainer for a 50% return.’ When the market normalizes, that’s just incredible.”

Kaufman told Thomas that Arbor is well-positioned to increase its stature in the multifamily lending market following the failures of Silicon Valley Bank and Signature Bank in March.

“We used to have 10 regionals who would compete with us in that sector, [but today] we don’t have that competition. We’re a leader in that space, and we’re growing that book of business, and it’s a great book of business.”

Looking forward, Kaufman sees Arbor leading from a position of strength.

“I’m excited, and I’m excited because we lost the regional banks,” he said. “I lost a lot of competitors. We have a lot of liquidity, and the market’s going to be ours.”

Listen to the complete podcast.