Ladder Capital Corp·Real Estate

Americold and Ladder Capital offer high yields underpinned by durable business models and disciplined balance sheets. COLD's 7.7% yield and 8.7x multiple reflect cyclical earnings, but deleveraging, cost savings, and pricing power could drive a 30% total return in 12 months. LADR's hybrid lending/ownership model, investment-grade balance sheet, and 9.2% yield position it for 30% upside amid forecasted EPS growth in 2026 and 2027.

Ladder Capital and Blue Owl Capital Corp. offer high yields of 9.4% and 13.5%, trading at significant discounts to book value. LADR is internally managed, prioritizes credit discipline, and expects ROE to rise to 9% this year as lending accelerates and balance sheet deployment increases. Blue Owl Capital has a diversified, mostly first-lien portfolio, low non-accruals, and improving borrower fundamentals, with valuation at 0.75x NAV and visible earnings expansion potential.

NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (“Ladder” or the “Company”) (NYSE: LADR) today announced the declaration by its board of directors of a first quarter 2026 dividend of $0.23 per share of Class A common stock. The cash dividend is payable on April 15, 2026 to stockholders of record as of the close of business on March 31, 2026. About Ladder Ladder is a publicly listed, investment grade-rated commercial real estate finance company with a diversified, nationwide platform. We deliver.

Recent market uncertainty has created a number of attractive, high-yielding opportunities. I highlight two such names with quality business models that are trading at well below average valuations. One is internally managed with high insider ownership, and the other is a giant in its space with advantages of scale.

NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (“Ladder,” the “Company,” “we” or “our”) (NYSE: LADR), a leading, investment grade-rated commercial real estate finance REIT, announced today that it has secured $675 million in new unsecured capital commitments. The capital commitments include a $400 million expansion of Ladder's unsecured revolving credit facility capacity to $1.25 billion and a new unsecured delayed draw term loan facility that permits borrowings of up to $275 million. The revol.

Ladder Capital undercovered its dividend in Q4'25 due to a $5.0M realized loan loss related to a commercial loan tied to a property in Oregon. LADR's CECL reserve declined 10% quarter-over-quarter, signaling improving portfolio quality despite the recent earnings shortfall. The REIT's diversified origination platform and non-loan segments support confidence in future dividend coverage recovery.
The Loans segment originates conduit first mortgage loans that are secured by cash-flowing commercial real estate; and originates and invests in balance sheet first mortgage loans secured by commercial real estate properties that are undergoing transition, including lease-up, sell-out, and renovation or repositioning. It also invests in note purchase financings, subordinated debt, mezzanine debt, and other structured finance products related to commercial real estate. The Securities segment invests in commercial mortgage-backed securities and the U.S. Agency Securities. This segment also invests in corporate bonds and equity securities. The Real Estate segment owns and invests in a portfolio of commercial and residential real estate properties, such as leased properties, office buildings, student housing portfolios, hotels, industrial buildings, shopping center, and condominium units. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Ladder Capital Corp was founded in 2008 and is headquartered in New York, New York.
Real Estate
REIT - Mortgage
54
2014-02-06
1.03