Research Feed
LADR: $1.2B Deployment Into CRE Recovery at 8.3% Yield, RSI 29
Ladder Capital (LADR) missed Q4 distributable EPS by 28% ($0.17 vs $0.24) on a $5M charge-off, stock sold off -6.5% to RSI 29. The miss obscures what's happening underneath: $1.2B in loan originations over 7 months (Q3-Jan 2026), cash redeployed from $1.32B to $38M, securities up 93% into AAA CMBS,