Chicago Atlantic Real Estate Finance REFI
NASDAQ REFI
$10.83 -0.12 (-1.10%)
As of: Sep 8, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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