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
DateValue
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