August 7, 2024 – Arbor’s Q2 2024 earnings call and subsequent 10-Q is once again littered with disclosure-vomit that Viceroy has come to expect when dealing with suspect companies. Arbor management continue to intentionally mislead investors in relation to the quality of their earnings, the
August 6, 2024 – On July 31, 2024, Viceroy published a report including the name of a former AIL agent who made repeated complaints of sexual harassment and the complete failure of Globe Life to investigate her claims. The same day Globe Life sent an
July 31, 2024 – Globe Life’s Liberty National agents regularly misrepresent themselves as government employees to generate leads. This practice is instructed and mandated from the corporate level, and we believe is illegal. This, together with abundant evidence Viceroy have produced across 12 reports, directly
July 30, 2024 – Well folks there it is. On July 26, 2024, Steward Health Care threw in the towel and called time on Master Lease II over 8 MPW hospitals in Massachusetts. These hospitals were contributed by MPW into the seemed-like-a-great-idea-at-the-time joint venture with
July 25, 2024 – Viceroy have little confidence that Arbor will accurately portray the quality of its book in its earnings tomorrow. This surveillance report of Arbor’s CLO for the month of July more accurately shows that Arbor’s loan book is a raging dumpster fire.
July 19, 2024 – Below is correspondence between Viceroy and MPW’s counsel regarding the recent revelations that Audere had acted on MPW’s behalf, with the email transmitting the report coming from Chairman Ed Aldag’s custodial files. MPW have thus far failed to identify the target
July 12, 2024 – In June 2024, Arbor borrower Moneil Capital sent a capital call letter to its syndicate investors to restructure its Regard at Med Center loans. Arbor has $52m of loans secured against this property, which was most recently valued, by Arbor’s valuers,
July 11, 2024 – Former Globe Life agents have sent Viceroy a trove of revealing Globe Life agent training materials hosted on www.thekeefersuccess.com. These training materials include multiple false claims and misrepresentations that agents are expected and encouraged to repeat to customers to close a
July 11, 2024 – Below is Viceroy’s third letter to Arbor’s auditor Ernst & Young regarding their ongoing lack of concern around Arbor’s financials. In particular: The continued decline in the performance of their CLO loans, which closely mirror those on Arbor’s balance sheet. Arbor’s
July 3, 2024 – On July 1, 2024, the Organized Crime and Corruption Reporting Project (OCCRP) along with the Boston Globe and the Times of Malta published damning exposes of the illegal surveillance and harassment campaign conducted by Medical Properties Trust’s largest tenant. In what
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