Chicago Atlantic Real Estate Finance (REFI) Loans - Net (2022 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Loans - Net came in at $398.5 million in Q2 2026, down 2.69% year-over-year from $409.6 million in Q2 2025, and down 0.51% quarter-over-quarter from $400.6 million in Q1 2026.
Analysis
Chicago Atlantic Real Estate Finance (REFI) Loans - Net (2022 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has disclosed Loans - Net across 5 years of filings, most recently posting $398.5 million for Q2 2026.
- In Q2 2026, Loans - Net fell 2.69% year-over-year to $398.5 million; the TTM figure through Jun 2026 stood at $398.5 million (down 2.69% YoY), while the FY2025 annual figure was $403.9 million, up 1.45% from the prior year.
- Loans - Net came in at $398.5 million for Q2 2026 at Chicago Atlantic Real Estate Finance, down from $400.6 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.
- Average Loans - Net over 5 years is $378.1 million, with a median of $393.1 million recorded in 2025.
- Year-over-year, Loans - Net climbed 14.19% in 2024 and dropped 2.69% in 2026.
- Over 5 years, Loans - Net stood at $335.3 million in 2022, then advanced by 3.98% to $348.7 million in 2023, then increased by 14.19% to $398.1 million in 2024, then gained by 1.45% to $403.9 million in 2025, then declined by 1.33% to $398.5 million in 2026.
- Per Business Quant data, the three most recent Loans - Net figures were $398.5 million in Q2 2026, $400.6 million in Q1 2026, and $403.9 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 7.28 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 | - | 398.53 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 398.53 Mn |
| Mar 31, 2026 | 400.56 Mn |
| Dec 31, 2025 | 403.89 Mn |
| Sep 30, 2025 | 393.06 Mn |
| Jun 30, 2025 | 409.55 Mn |
| Mar 31, 2025 | 396.18 Mn |
| Dec 31, 2024 | 398.13 Mn |
| Sep 30, 2024 | 350.58 Mn |
| Jun 30, 2024 | 376.78 Mn |
| Mar 31, 2024 | 370.49 Mn |
| Dec 31, 2023 | 348.67 Mn |
| Sep 30, 2023 | 333.68 Mn |
| Dec 31, 2022 | 335.33 Mn |