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| Date | Value |
|---|---|
| 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 |