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

Chicago Atlantic Real Estate Finance (REFI) reported Loans - Net of $400.6 million for Q1 2026, up 1.1% on a YoY basis from $396.2 million in Q1 2025, and down 0.83% sequentially from $403.9 million in Q4 2025.

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

Chicago Atlantic Real Estate Finance (REFI) has 5 years of Loans - Net data on file, last reported at $400.6 million in Q1 2026.

  • For the quarter ending Q1 2026, Loans - Net rose 1.1% year-over-year to $400.6 million; the trailing twelve-month figure through Mar 2026 stood at $400.6 million (up 1.1% YoY), and the FY2025 full-year result was $403.9 million, up 1.45% from the prior year.
  • Loans - Net eased to $400.6 million in Q1 2026, from $403.9 million in the prior quarter.
  • In the past five years, Loans - Net ranged from a high of $409.6 million in Q2 2025 to a low of $333.7 million in Q3 2023.
  • A 5-year average of $376.4 million and a median of $384.9 million in 2024 frame the typical range for Loans - Net.
  • Across the five-year window, Loans - Net advanced 14.19% in 2024 and gained 1.1% in 2026, its largest moves.
  • Tracing REFI's Loans - Net over 5 years: stood at $335.3 million in 2022, then gained by 3.98% to $348.7 million in 2023, then grew by 14.19% to $398.1 million in 2024, then rose by 1.45% to $403.9 million in 2025, then retreated by 0.83% to $400.6 million in 2026.
  • Business Quant data shows REFI's Loans - Net at $400.6 million in Q1 2026, $403.9 million in Q4 2025, and $393.1 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Loans - Net (Qtr)
1 Annaly Capital Management 16.30 Bn 14.44 Bn - 7.23 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 - 400.56 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 400.56 Mn
Mar 31, 2026 400.56 Mn
Dec 31, 2025 403.89 Mn
Dec 31, 2025 403.89 Mn
Sep 30, 2025 393.06 Mn
Sep 30, 2025 393.06 Mn
Jun 30, 2025 409.55 Mn
Jun 30, 2025 409.55 Mn
Mar 31, 2025 396.18 Mn
Mar 31, 2025 396.18 Mn
Dec 31, 2024 398.13 Mn
Dec 31, 2024 398.13 Mn
Sep 30, 2024 350.58 Mn
Sep 30, 2024 350.58 Mn
Jun 30, 2024 376.78 Mn
Jun 30, 2024 376.78 Mn
Mar 31, 2024 370.49 Mn
Mar 31, 2024 370.49 Mn
Dec 31, 2023 348.67 Mn
Dec 31, 2023 348.67 Mn