Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026)

Chicago Atlantic Real Estate Finance (REFI) reported Loans - Loss Allowance of $8.7 million for Q1 2026, up 165.13% on a YoY basis from $3.3 million in Q1 2025, and up 71.46% sequentially from $5.1 million in Q4 2025.

Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026) Analysis & Trends

Chicago Atlantic Real Estate Finance (REFI) has 5 years of Loans - Loss Allowance data on file, last reported at $8.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Loans - Loss Allowance rose 165.13% year-over-year to $8.7 million; the trailing twelve-month figure through Mar 2026 stood at $8.7 million (up 165.13% YoY), and the FY2025 full-year result was $5.1 million, up 16.47% from the prior year.
  • Loans - Loss Allowance climbed to $8.7 million in Q1 2026, from $5.1 million in the prior quarter.
  • In the past five years, Loans - Loss Allowance ranged from a high of $8.7 million in Q1 2026 to a low of $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.
  • Across the five-year window, Loans - Loss Allowance tumbled 38.87% in 2025 and jumped 165.13% in 2026, its largest moves.
  • Tracing REFI's Loans - Loss Allowance over 5 years: stood at $3.9 million in 2022, then climbed by 26.18% to $5.0 million in 2023, then slipped by 12.58% to $4.3 million in 2024, then increased by 16.47% to $5.1 million in 2025, then surged by 71.46% to $8.7 million in 2026.
  • Business Quant data shows REFI's Loans - Loss Allowance at $8.7 million in Q1 2026, $5.1 million in Q4 2025, and $5.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Loans - Loss Allowance (Qtr)
1 Annaly Capital Management 16.30 Bn 14.44 Bn - -
2 AGNC Investment 11.85 Bn 11.36 Bn - -
3 Starwood Property Trust 5.99 Bn 5.94 Bn - -
4 Rithm Capital 5.01 Bn 5.01 Bn - -
5 Blackstone Mortgage Trust 2.78 Bn 2.24 Bn - -
6 Ellington Financial 1.63 Bn 1.51 Bn - -
7 Dynex Capital 1.56 Bn 1.05 Bn - -
8 Armour Residential REIT 1.42 Bn 1.34 Bn - -
9 Two Harbors Investment 1.27 Bn 987.19 Mn - -
10 Chicago Atlantic Real Estate Finance 212.49 Mn 184.63 Mn - 8.68 Mn

Historic Data

Download Data
DateValue
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