Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Loans - Loss Allowance came in at $9.4 million in Q2 2026, up 111.95% year-over-year from $4.4 million in Q2 2025, and up 7.95% quarter-over-quarter from $8.7 million in Q1 2026.
Analysis
Chicago Atlantic Real Estate Finance (REFI) Loans - Loss Allowance (2022 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has disclosed Loans - Loss Allowance across 5 years of filings, most recently posting $9.4 million for Q2 2026.
- In Q2 2026, Loans - Loss Allowance rose 111.95% year-over-year to $9.4 million; the TTM figure through Jun 2026 stood at $9.4 million (up 111.95% YoY), while the FY2025 annual figure was $5.1 million, up 16.47% from the prior year.
- Loans - Loss Allowance came in at $9.4 million for Q2 2026 at Chicago Atlantic Real Estate Finance, up from $8.7 million in the prior quarter.
- In the past five years, Loans - Loss Allowance ranged from a high of $9.4 million in Q2 2026 to a low of $3.3 million in Q1 2025.
- Average Loans - Loss Allowance over 5 years is $5.3 million, with a median of $5.0 million recorded in 2025.
- Year-over-year, Loans - Loss Allowance plunged 38.87% in 2025 and surged 165.13% in 2026.
- Over 5 years, Loans - Loss Allowance stood at $3.9 million in 2022, then grew by 26.18% to $5.0 million in 2023, then dropped by 12.58% to $4.3 million in 2024, then rose by 16.47% to $5.1 million in 2025, then soared by 85.09% to $9.4 million in 2026.
- Per Business Quant data, the three most recent Loans - Loss Allowance figures were $9.4 million in Q2 2026, $8.7 million in Q1 2026, and $5.1 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Loss Allowance (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | - |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | - |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | - |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | - |
| 10 | Chicago Atlantic Real Estate Finance | 230.27 Mn | 216.02 Mn | - | 9.37 Mn |
Historic Data
Download Data
Historic 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 |