Apollo Commercial Real Estate Finance (ARI) Loans - Loss Allowance (2019 - 2026)
Apollo Commercial Real Estate Finance's Loans - Loss Allowance came in at $37.5 million for Q1 2026, down 89.1% from $342.5 million a year earlier and down 3.2% from the prior quarter.
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Analysis
Apollo Commercial Real Estate Finance (ARI) Loans - Loss Allowance (2019 - 2026) Analysis & Trends
At the end of FY2025, Apollo Commercial Real Estate Finance's Loans - Loss Allowance was $38.75 million, up 25.7% from FY2024.
- Loans - Loss Allowance carries a five-year compound annual growth rate of -26.0% (FY2020 to FY2025).
- Going back by year, Loans - Loss Allowance was $30.84 million in FY2024 (-84.0%), $193 million in FY2023 (+44.6%), $133.5 million in FY2022 (-7.9%) and $145 million in FY2021 (-17.1%).
- The Q1 2026 figure represents the lowest quarterly Loans - Loss Allowance since Q4 2024.
- The fastest year-over-year change in Loans - Loss Allowance over five years came in Q2 2021 (growth of 78.5%), and the weakest in Q2 2022 (a decline of 89.7%).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Loss Allowance (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | - |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | -415.53 Mn |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | - |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 563.30 Mn |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 8.51 Bn |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 10.34 Bn |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | - |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | - |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Apollo Commercial Real Estate Finance | 824.40 Mn | -927.60 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 37.50 Mn |
| Dec 31, 2025 | 38.75 Mn |
| Jun 30, 2025 | 342.50 Mn |
| Mar 31, 2025 | 342.50 Mn |
| Dec 31, 2024 | 30.84 Mn |
| Dec 31, 2023 | 193.00 Mn |
| Jun 30, 2023 | 193.00 Mn |
| Mar 31, 2023 | 133.50 Mn |
| Dec 31, 2022 | 133.50 Mn |
| Sep 30, 2022 | 119.00 Mn |
| Jun 30, 2022 | 7.00 Mn |
| Mar 31, 2022 | 175.00 Mn |
| Dec 31, 2021 | 145.00 Mn |
| Sep 30, 2021 | 145.00 Mn |
| Jun 30, 2021 | 68.00 Mn |
| Mar 31, 2021 | 175.00 Mn |
| Dec 31, 2020 | 175.00 Mn |
| Sep 30, 2020 | 196.93 Mn |
| Jun 30, 2020 | 38.10 Mn |
| Mar 31, 2020 | 58.27 Mn |
API Access
Apollo Commercial Real Estate Finance Loans - Loss Allowance API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=loans-loss-allowance&ticker=ARI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "loans-loss-allowance", "ticker": "ARI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=loans-loss-allowance&ticker=ARI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();