Chicago Atlantic Real Estate Finance (REFI) Invested Capital (2021 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Invested Capital came in at $443.2 million in Q2 2026, up 2.65% year-over-year from $431.8 million in Q2 2025, and up 5.26% quarter-over-quarter from $421.1 million in Q1 2026.
Analysis
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 $443.2 million for Q2 2026.
- In Q2 2026, Invested Capital rose 2.65% year-over-year to $443.2 million; the TTM figure through Jun 2026 stood at $443.2 million (up 2.65% YoY), while the FY2025 annual figure was $407.1 million, down 1.72% from the prior year.
- Invested Capital came in at $443.2 million for Q2 2026 at Chicago Atlantic Real Estate Finance, up from $421.1 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $443.2 million in Q2 2026 to a low of $276.5 million in Q1 2022.
- Average Invested Capital over 5 years is $364.7 million, with a median of $358.3 million recorded in 2024.
- Year-over-year, Invested Capital climbed 22.18% in 2024 and slipped 1.72% in 2025.
- Over 5 years, Invested Capital stood at $322.0 million in 2022, then grew by 5.27% to $339.0 million in 2023, then rose by 22.18% to $414.2 million in 2024, then fell by 1.72% to $407.1 million in 2025, then grew by 8.88% to $443.2 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $443.2 million in Q2 2026, $421.1 million in Q1 2026, and $407.1 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 51.34 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 102.35 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 25.64 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 25.82 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.86 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 4.48 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.02 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 2.65 Bn |
| 10 | Chicago Atlantic Real Estate Finance | 230.27 Mn | 216.02 Mn | - | 443.24 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 443.24 Mn |
| Mar 31, 2026 | 421.11 Mn |
| Dec 31, 2025 | 407.08 Mn |
| Sep 30, 2025 | 412.65 Mn |
| Jun 30, 2025 | 431.80 Mn |
| Mar 31, 2025 | 400.48 Mn |
| Dec 31, 2024 | 414.19 Mn |
| Sep 30, 2024 | 349.47 Mn |
| Jun 30, 2024 | 369.47 Mn |
| Mar 31, 2024 | 367.21 Mn |
| Dec 31, 2023 | 338.99 Mn |
| Sep 30, 2023 | 338.79 Mn |
| Jun 30, 2023 | 316.69 Mn |
| Mar 31, 2023 | 309.62 Mn |
| Dec 31, 2022 | 322.03 Mn |
| Sep 30, 2022 | 323.15 Mn |
| Jun 30, 2022 | 322.03 Mn |
| Mar 31, 2022 | 276.51 Mn |
| Dec 31, 2021 | 268.62 Mn |