Chicago Atlantic Real Estate Finance (REFI) Assets (2021 - 2026)
Chicago Atlantic Real Estate Finance (REFI) posted Assets of $435.9 million for Q1 2026, up 2.6% sequentially from $424.9 million in Q4 2025, and up 5.13% YoY from $414.7 million in Q1 2025.
Chicago Atlantic Real Estate Finance (REFI) Assets (2021 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has reported Assets for 6 years, with the latest figure at $435.9 million in Q1 2026.
- Quarterly Assets rose 5.13% year-over-year to $435.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $435.9 million (up 5.13% YoY) and the FY2025 annual result came in at $424.9 million, down 2.35% from the prior year.
- Assets climbed to $435.9 million in Q1 2026 per REFI's latest filing, from $424.9 million in the prior quarter.
- Over five years, Assets peaked at $455.2 million in Q2 2025 and troughed at $285.9 million in Q1 2022.
- A 5-year average of $376.5 million and a median of $365.9 million in 2024 frame the typical range for Assets.
- The sharpest annual moves came in 2022 and 2025: Assets climbed 23.4% in 2022, then retreated 2.35% in 2025.
- Over 5 years, Assets stood at $343.3 million in 2022, then advanced by 4.65% to $359.2 million in 2023, then gained by 21.14% to $435.1 million in 2024, then slipped by 2.35% to $424.9 million in 2025, then gained by 2.6% to $435.9 million in 2026.
- According to Business Quant data, Assets over the past three periods registered $435.9 million, $424.9 million, and $427.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | 143.74 Bn |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | 121.76 Bn |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | 61.05 Bn |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | 54.11 Bn |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | 26.42 Bn |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | 19.40 Bn |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | 22.75 Bn |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | 21.03 Bn |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | 13.10 Bn |
| 10 | Chicago Atlantic Real Estate Finance | 219.65 Mn | 206.30 Mn | - | 461.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 461.70 Mn |
| Mar 31, 2026 | 435.95 Mn |
| Dec 31, 2025 | 424.92 Mn |
| Sep 30, 2025 | 427.08 Mn |
| Jun 30, 2025 | 455.21 Mn |
| Mar 31, 2025 | 414.67 Mn |
| Dec 31, 2024 | 435.15 Mn |
| Sep 30, 2024 | 365.91 Mn |
| Jun 30, 2024 | 386.49 Mn |
| Mar 31, 2024 | 383.65 Mn |
| Dec 31, 2023 | 359.23 Mn |
| Sep 30, 2023 | 352.31 Mn |
| Jun 30, 2023 | 330.56 Mn |
| Mar 31, 2023 | 322.88 Mn |
| Dec 31, 2022 | 343.27 Mn |
| Sep 30, 2022 | 340.48 Mn |
| Jun 30, 2022 | 337.55 Mn |
| Mar 31, 2022 | 285.91 Mn |
| Dec 31, 2021 | 278.17 Mn |