Chicago Atlantic Real Estate Finance (REFI) Invested Capital (2021 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Invested Capital came in at $370.5 million in Q1 2026, up 13.2% year-on-year from $327.3 million in Q1 2025, and up 3.8% quarter-over-quarter from $356.9 million in Q4 2025.
Chicago Atlantic Real Estate Finance (REFI) Invested Capital (2021 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has disclosed Invested Capital across 6 years of filings, most recently posting $370.5 million for Q1 2026.
- Invested Capital for Q1 2026 came in at $370.5 million, up 13.2% year-over-year; the trailing twelve-month figure through Mar 2026 was $370.5 million (up 13.2% YoY), and the FY2025 annual result was $356.9 million, down 1.94% from the prior year.
- Invested Capital came in at $370.5 million for Q1 2026 at Chicago Atlantic Real Estate Finance, up from $356.9 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $381.2 million in Q2 2025 to a low of $269.4 million in Q1 2022.
- The 5-year median for Invested Capital is $338.8 million (2023), against an average of $338.6 million.
- Across the five-year window, Invested Capital increased 28.61% in 2024 and fell 10.87% in 2025, its largest moves.
- Chicago Atlantic Real Estate Finance's Invested Capital stood at $322.0 million in 2022, then rose by 4.91% to $337.9 million in 2023, then grew by 7.73% to $364.0 million in 2024, then fell by 1.94% to $356.9 million in 2025, then increased by 3.8% to $370.5 million in 2026.
- The last three Invested Capital figures came in at $370.5 million (Q1 2026), $356.9 million (Q4 2025), and $362.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | 16.27 Bn |
| 2 | AGNC Investment | 11.42 Bn | 10.75 Bn | - | 12.18 Bn |
| 3 | Starwood Property Trust | 6.25 Bn | 6.25 Bn | - | 6.99 Bn |
| 4 | Rithm Capital | 5.08 Bn | 4.78 Bn | - | 215,000.00 |
| 5 | Blackstone Mortgage Trust | 3.10 Bn | 2.56 Bn | - | 3.89 Bn |
| 6 | Dynex Capital | 2.58 Bn | 1.80 Bn | - | 2.72 Bn |
| 7 | Armour Residential REIT | 2.05 Bn | 1.32 Bn | - | 2.34 Bn |
| 8 | Ellington Financial | 1.67 Bn | 1.39 Bn | - | 2.60 Bn |
| 9 | Two Harbors Investment | 1.29 Bn | 746.67 Mn | - | 1.73 Bn |
| 10 | Chicago Atlantic Real Estate Finance | 237.79 Mn | 209.93 Mn | - | 370.47 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 370.47 Mn |
| Dec 31, 2025 | 356.91 Mn |
| Sep 30, 2025 | 362.31 Mn |
| Jun 30, 2025 | 381.23 Mn |
| Mar 31, 2025 | 327.28 Mn |
| Dec 31, 2024 | 363.96 Mn |
| Sep 30, 2024 | 349.47 Mn |
| Jun 30, 2024 | 369.47 Mn |
| Mar 31, 2024 | 367.21 Mn |
| Dec 31, 2023 | 337.85 Mn |
| Sep 30, 2023 | 338.79 Mn |
| Jun 30, 2023 | 316.69 Mn |
| Mar 31, 2023 | 285.52 Mn |
| Dec 31, 2022 | 322.03 Mn |
| Sep 30, 2022 | 323.15 Mn |
| Jun 30, 2022 | 313.63 Mn |
| Mar 31, 2022 | 269.38 Mn |
| Dec 31, 2021 | 264.08 Mn |