Arbor Series F Preferreds: The Overlooked Reset Trade

Bashar Issa7.15K FollowersFollow5ShareSavePlay(9min)CommentsSummarySeries F looks weaker today, but its October 2026 rate reset could lift yield above Series D and E.Arbor’s bridge loan book remains under pressure, yet management appears to be making progress resolving troubled assets.The bullish case rests on a still-profitable business, recurring servicing income, and strong preferred dividend coverage. spinout/iStock via Getty Images Investment Thesis Arbor Series F Preferreds (ABR.PR.F) might seem at a disadvantage compared to Arbor Realty's (ABR) other publicly traded preferreds. Series D (ABR.PR.D) and Series E (ABR.PR.EThis article was written byBashar Issa7.15K FollowersFollowBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.