Apollo Commercial Real Estate Finance (ARI) Assets Average (2011 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Assets Average came in at $6.1 billion in Q2 2026, down 34.29% on a YoY basis from $9.3 billion in Q2 2025, and down 38.85% quarter-over-quarter from $10.0 billion in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Assets Average (2011 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Assets Average for 16 consecutive years, with $6.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets Average fell 34.29% year-over-year to $6.1 billion; the trailing twelve-month figure through Jun 2026 stood at $6.1 billion (down 34.29% YoY), and the FY2025 full-year result was $9.2 billion, up 3.41% from the prior year.
- Assets Average eased to $6.1 billion in Q2 2026 per ARI's latest filing, from $10.0 billion in the prior quarter.
- Across five years, Assets Average topped out at $10.0 billion in Q1 2026 and bottomed at $6.1 billion in Q2 2026.
- Historically, Assets Average has averaged $9.1 billion across 5 years, with a median of $9.3 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Assets Average advanced 23.64% in 2022, then slumped 34.29% in 2026.
- Over 5 years, Assets Average stood at $9.7 billion in 2022, then fell by 4.84% to $9.2 billion in 2023, then slipped by 5.12% to $8.8 billion in 2024, then grew by 10.91% to $9.7 billion in 2025, then slumped by 37.06% to $6.1 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $6.1 billion, $10.0 billion, and $9.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 141.14 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 120.33 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 61.57 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 53.74 Bn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 25.38 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 9.68 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 19.52 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.10 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 20.63 Bn |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 6.11 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.11 Bn |
| Mar 31, 2026 | 9.99 Bn |
| Dec 31, 2025 | 9.71 Bn |
| Sep 30, 2025 | 9.67 Bn |
| Jun 30, 2025 | 9.30 Bn |
| Mar 31, 2025 | 8.60 Bn |
| Dec 31, 2024 | 8.75 Bn |
| Sep 30, 2024 | 9.19 Bn |
| Jun 30, 2024 | 9.25 Bn |
| Mar 31, 2024 | 9.26 Bn |
| Dec 31, 2023 | 9.23 Bn |
| Sep 30, 2023 | 9.26 Bn |
| Jun 30, 2023 | 9.43 Bn |
| Mar 31, 2023 | 9.54 Bn |
| Dec 31, 2022 | 9.70 Bn |
| Sep 30, 2022 | 9.69 Bn |
| Jun 30, 2022 | 9.18 Bn |
| Mar 31, 2022 | 8.62 Bn |
| Dec 31, 2021 | 8.07 Bn |
| Sep 30, 2021 | 7.84 Bn |