Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026)
Chicago Atlantic Real Estate Finance (REFI) posted Loans - Loss Allowance of $8.7 million for Q1 2026, up 71.46% sequentially from $5.1 million in Q4 2025, and up 165.13% YoY from $3.3 million in Q1 2025.
Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has reported Loans - Loss Allowance for 5 years, with the latest figure at $8.7 million in Q1 2026.
- Quarterly Loans - Loss Allowance rose 165.13% year-over-year to $8.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $8.7 million (up 165.13% YoY) and the FY2025 annual result came in at $5.1 million, up 16.47% from the prior year.
- Loans - Loss Allowance climbed to $8.7 million in Q1 2026 per REFI's latest filing, from $5.1 million in the prior quarter.
- Over five years, Loans - Loss Allowance peaked at $8.7 million in Q1 2026 and troughed at $3.3 million in Q1 2025.
- A 5-year average of $4.9 million and a median of $5.0 million in 2023 frame the typical range for Loans - Loss Allowance.
- The sharpest annual moves came in 2025 and 2026: Loans - Loss Allowance sank 38.87% in 2025, then soared 165.13% in 2026.
- Over 5 years, Loans - Loss Allowance stood at $3.9 million in 2022, then rose by 26.18% to $5.0 million in 2023, then fell by 12.58% to $4.3 million in 2024, then advanced by 16.47% to $5.1 million in 2025, then surged by 71.46% to $8.7 million in 2026.
- According to Business Quant data, Loans - Loss Allowance over the past three periods registered $8.7 million, $5.1 million, and $5.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Loss Allowance (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | - |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | - |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | - |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | - |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | - |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | - |
| 10 | Chicago Atlantic Real Estate Finance | 219.65 Mn | 206.30 Mn | - | 9.37 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 9.37 Mn |
| Mar 31, 2026 | 8.68 Mn |
| Dec 31, 2025 | 5.06 Mn |
| Sep 30, 2025 | 4.99 Mn |
| Jun 30, 2025 | 4.42 Mn |
| Mar 31, 2025 | 3.27 Mn |
| Dec 31, 2024 | 4.35 Mn |
| Sep 30, 2024 | 4.09 Mn |
| Jun 30, 2024 | 5.08 Mn |
| Mar 31, 2024 | 5.36 Mn |
| Dec 31, 2023 | 4.97 Mn |
| Sep 30, 2023 | 5.11 Mn |
| Dec 31, 2022 | 3.94 Mn |