Apollo Commercial Real Estate Finance (ARI) Assets (2010 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Assets came in at $2.1 billion in Q2 2026, down 78.24% on a YoY basis from $9.8 billion in Q2 2025, and down 78.82% quarter-over-quarter from $10.1 billion in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Assets (2010 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Assets for 17 consecutive years, with $2.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets fell 78.24% year-over-year to $2.1 billion; the trailing twelve-month figure through Jun 2026 stood at $2.1 billion (down 78.24% YoY), and the FY2025 full-year result was $9.9 billion, up 17.71% from the prior year.
- Assets eased to $2.1 billion in Q2 2026 per ARI's latest filing, from $10.1 billion in the prior quarter.
- Across five years, Assets topped out at $10.1 billion in Q1 2026 and bottomed at $2.1 billion in Q2 2026.
- Historically, Assets has averaged $9.0 billion across 5 years, with a median of $9.3 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Assets increased 27.29% in 2022, then sank 78.24% in 2026.
- Over 5 years, Assets stood at $9.6 billion in 2022, then dropped by 2.84% to $9.3 billion in 2023, then slipped by 9.52% to $8.4 billion in 2024, then gained by 17.71% to $9.9 billion in 2025, then sank by 78.42% to $2.1 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $2.1 billion, $10.1 billion, and $9.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 143.74 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 121.76 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 61.05 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 54.11 Bn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 26.42 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 8.83 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 19.40 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.75 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 21.03 Bn |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 2.14 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.14 Bn |
| Mar 31, 2026 | 10.09 Bn |
| Dec 31, 2025 | 9.90 Bn |
| Sep 30, 2025 | 9.52 Bn |
| Jun 30, 2025 | 9.82 Bn |
| Mar 31, 2025 | 8.78 Bn |
| Dec 31, 2024 | 8.41 Bn |
| Sep 30, 2024 | 9.10 Bn |
| Jun 30, 2024 | 9.27 Bn |
| Mar 31, 2024 | 9.22 Bn |
| Dec 31, 2023 | 9.30 Bn |
| Sep 30, 2023 | 9.16 Bn |
| Jun 30, 2023 | 9.36 Bn |
| Mar 31, 2023 | 9.51 Bn |
| Dec 31, 2022 | 9.57 Bn |
| Sep 30, 2022 | 9.82 Bn |
| Jun 30, 2022 | 9.55 Bn |
| Mar 31, 2022 | 8.82 Bn |
| Dec 31, 2021 | 8.42 Bn |
| Sep 30, 2021 | 7.72 Bn |