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 $8.7 million in Q1 2026, up 165.13% year-on-year from $3.3 million in Q1 2025, and up 71.46% quarter-over-quarter 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 has disclosed Loans - Loss Allowance across 5 years of filings, most recently posting $8.7 million for Q1 2026.

  • Loans - Loss Allowance for Q1 2026 came in at $8.7 million, up 165.13% year-over-year; the trailing twelve-month figure through Mar 2026 was $8.7 million (up 165.13% YoY), and the FY2025 annual result was $5.1 million, up 16.47% from the prior year.
  • Loans - Loss Allowance came in at $8.7 million for Q1 2026 at Chicago Atlantic Real Estate Finance, up 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.
  • The 5-year median for Loans - Loss Allowance is $5.0 million (2023), against an average of $4.9 million.
  • Across the five-year window, Loans - Loss Allowance sank 38.87% in 2025 and jumped 165.13% in 2026, its largest moves.
  • Chicago Atlantic Real Estate Finance's 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 71.46% to $8.7 million in 2026.
  • The last three Loans - Loss Allowance figures came in at $8.7 million (Q1 2026), $5.1 million (Q4 2025), and $5.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Loans - Loss Allowance (Qtr)
1 Annaly Capital Management 15.34 Bn 13.08 Bn - -
2 AGNC Investment 11.42 Bn 10.75 Bn - -
3 Starwood Property Trust 6.25 Bn 6.25 Bn - -
4 Rithm Capital 5.08 Bn 4.78 Bn - -
5 Blackstone Mortgage Trust 3.10 Bn 2.56 Bn - -
6 Dynex Capital 2.58 Bn 1.80 Bn - -
7 Armour Residential REIT 2.05 Bn 1.32 Bn - -
8 Ellington Financial 1.67 Bn 1.39 Bn - -
9 Two Harbors Investment 1.29 Bn 746.67 Mn - -
10 Chicago Atlantic Real Estate Finance 237.79 Mn 209.93 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