Chicago Atlantic Real Estate Finance (REFI) Loans - Net (2022 - 2026)
Chicago Atlantic Real Estate Finance (REFI) posted Loans - Net of $400.6 million for Q1 2026, down 0.83% sequentially from $403.9 million in Q4 2025, and up 1.1% YoY from $396.2 million in Q1 2025.
Chicago Atlantic Real Estate Finance (REFI) Loans - Net (2022 - 2026) Analysis & Trends
Chicago Atlantic Real Estate Finance has reported Loans - Net for 5 years, with the latest figure at $400.6 million in Q1 2026.
- Quarterly Loans - Net rose 1.1% year-over-year to $400.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $400.6 million (up 1.1% YoY) and the FY2025 annual result came in at $403.9 million, up 1.45% from the prior year.
- Loans - Net eased to $400.6 million in Q1 2026 per REFI's latest filing, from $403.9 million in the prior quarter.
- Over five years, Loans - Net peaked at $409.6 million in Q2 2025 and troughed at $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.
- The sharpest annual moves came in 2024 and 2026: Loans - Net grew 14.19% in 2024, then climbed 1.1% in 2026.
- Over 5 years, Loans - Net stood at $335.3 million in 2022, then grew by 3.98% to $348.7 million in 2023, then gained by 14.19% to $398.1 million in 2024, then climbed by 1.45% to $403.9 million in 2025, then dropped by 0.83% to $400.6 million in 2026.
- According to Business Quant data, Loans - Net over the past three periods registered $400.6 million, $403.9 million, and $393.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | 7.28 Bn |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | - |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | - |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | - |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | - |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | - |
| 10 | Chicago Atlantic Real Estate Finance | 219.65 Mn | 206.30 Mn | - | 398.53 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 398.53 Mn |
| Jun 30, 2026 | 398.53 Mn |
| 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 |