Chicago Atlantic Real Estate Finance (REFI) Change in Net Loans (2022 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Change in Net Loans came in at $51.6 million in Q1 2026, up 462.29% year-on-year from $9.2 million in Q1 2025, and up 431.38% quarter-over-quarter from $9.7 million in Q4 2025.
Chicago Atlantic Real Estate Finance (REFI) Change in Net Loans (2022 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has disclosed Change in Net Loans across 5 years of filings, most recently posting $51.6 million for Q1 2026.
- Change in Net Loans for Q1 2026 came in at $51.6 million, up 462.29% year-over-year; the trailing twelve-month figure through Mar 2026 was $121.6 million (up 12.64% YoY), and the FY2025 annual result was $79.2 million, down 22.68% from the prior year.
- Change in Net Loans came in at $51.6 million for Q1 2026 at Chicago Atlantic Real Estate Finance, up from $9.7 million in the prior quarter.
- In the past five years, Change in Net Loans ranged from a high of $57.2 million in Q3 2025 to a low of $3.1 million in Q2 2025.
- The 5-year median for Change in Net Loans is $12.5 million (2023), against an average of $22.9 million.
- Across the five-year window, Change in Net Loans slumped 91.83% in 2024 and surged 462.29% in 2026, its largest moves.
- Chicago Atlantic Real Estate Finance's Change in Net Loans stood at $10.8 million in 2022, then gained by 29.56% to $14.0 million in 2023, then surged by 172.54% to $38.3 million in 2024, then plunged by 74.64% to $9.7 million in 2025, then soared by 431.38% to $51.6 million in 2026.
- The last three Change in Net Loans figures came in at $51.6 million (Q1 2026), $9.7 million (Q4 2025), and $57.2 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | - |
| 2 | AGNC Investment | 11.42 Bn | 10.75 Bn | - | - |
| 3 | Starwood Property Trust | 6.25 Bn | 6.25 Bn | - | - |
| 4 | Rithm Capital | 5.08 Bn | 4.78 Bn | - | - |
| 5 | Blackstone Mortgage Trust | 3.10 Bn | 2.56 Bn | - | - |
| 6 | Dynex Capital | 2.58 Bn | 1.80 Bn | - | 17,000.00 |
| 7 | Armour Residential REIT | 2.05 Bn | 1.32 Bn | - | - |
| 8 | Ellington Financial | 1.67 Bn | 1.39 Bn | - | 565.67 Mn |
| 9 | Two Harbors Investment | 1.29 Bn | 746.67 Mn | - | - |
| 10 | Chicago Atlantic Real Estate Finance | 237.79 Mn | 209.93 Mn | - | 51.57 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 51.57 Mn |
| Dec 31, 2025 | 9.70 Mn |
| Sep 30, 2025 | 57.24 Mn |
| Jun 30, 2025 | 3.11 Mn |
| Mar 31, 2025 | 9.17 Mn |
| Dec 31, 2024 | 38.26 Mn |
| Sep 30, 2024 | 42.56 Mn |
| Jun 30, 2024 | 17.97 Mn |
| Mar 31, 2024 | 3.66 Mn |
| Dec 31, 2023 | 14.04 Mn |
| Sep 30, 2023 | 10.93 Mn |
| Jun 30, 2023 | 7.05 Mn |
| Mar 31, 2023 | 44.86 Mn |
| Dec 31, 2022 | 10.84 Mn |