Chicago Atlantic Real Estate Finance (REFI) Loans - Net (2022 - 2026)
Chicago Atlantic Real Estate Finance's (REFI) quarterly Loans - Net came in at $400.6 million in Q1 2026, up 1.1% year-on-year from $396.2 million in Q1 2025, and down 0.83% quarter-over-quarter from $403.9 million in Q4 2025.
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 $400.6 million for Q1 2026.
- Loans - Net for Q1 2026 came in at $400.6 million, up 1.1% year-over-year; the trailing twelve-month figure through Mar 2026 was $400.6 million (up 1.1% YoY), and the FY2025 annual result was $403.9 million, up 1.45% from the prior year.
- Loans - Net came in at $400.6 million for Q1 2026 at Chicago Atlantic Real Estate Finance, down 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.
- The 5-year median for Loans - Net is $384.9 million (2024), against an average of $376.4 million.
- Across the five-year window, Loans - Net advanced 14.19% in 2024 and gained 1.1% in 2026, its largest moves.
- Chicago Atlantic Real Estate Finance's 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 decreased by 0.83% to $400.6 million in 2026.
- The last three Loans - Net figures came in at $400.6 million (Q1 2026), $403.9 million (Q4 2025), and $393.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | 7.23 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 | - | 400.56 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |