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LADR
LADR·REIT - Mortgage·United States
Ladder Capital Corp operates as an internally-managed real estate investment trust in the United States. It operates through three segments: Loans, Securities, and Real Estate. The Loans segment origi...
1 Total1 External0 In-site
LADRLADR
2026-03-31🏠 Real EstatePitch
Externalby Bengal Capital · Substack
Bengal Capital on LADR (LADR)
公司名称
Ladder Capital Corp.
主要经营地
美国
详细生意模式
房地产融资平台;私人再保险分支(LadderRe);商业地产贷款;再保险风险转移
护城河
🟡中
估值水平
市值$1.25B;收盘$9.85;估值偏低
EV/Market Cap
$1.25B
网络观点
LadderRe再保险2025表现稳健,溢价增长放缓但损失率改善推高利润率;平台模式多元化
AI观点
再保险市场高利率环境推高赔付率,但2025损失率改善暗示风险定价回归理性;Ladder平台化战略降低地产融资周期风险;但商业房地产长期面临压力,需关注贷款组合质量
作者简介
印度专业价值投资基金