Chicago Atlantic Real Estate Finance (REFI) Provisions (2022 - 2026)

Chicago Atlantic Real Estate Finance's (REFI) quarterly Provisions came in at $3.8 million in Q1 2026, up 457.58% year-on-year from $688301.5 in Q1 2025, and up 2762.97% quarter-over-quarter from -$144119.0 in Q4 2025.

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

Chicago Atlantic Real Estate Finance has disclosed Provisions across 5 years of filings, most recently posting $3.8 million for Q1 2026.

  • Provisions for Q1 2026 came in at $3.8 million, up 457.58% year-over-year; the trailing twelve-month figure through Mar 2026 was $5.4 million (up 389.38% YoY), and the FY2025 annual result was $500000.0, up 221.4% from the prior year.
  • Provisions came in at $3.8 million for Q1 2026 at Chicago Atlantic Real Estate Finance, up from -$144119.0 in the prior quarter.
  • In the past five years, Provisions ranged from a high of $3.8 million in Q1 2026 to a low of -$2.2 million in Q4 2023.
  • The 5-year median for Provisions is $306885.0 (2022), against an average of $396689.4.
  • Across the five-year window, Provisions sank 2293.16% in 2024 and jumped 516.48% in 2025, its largest moves.
  • Chicago Atlantic Real Estate Finance's Provisions stood at $2.5 million in 2022, then plunged by 189.61% to -$2.2 million in 2023, then jumped by 121.25% to $472924.0 in 2024, then plunged by 130.47% to -$144119.0 in 2025, then jumped by 2762.97% to $3.8 million in 2026.
  • The last three Provisions figures came in at $3.8 million (Q1 2026), -$144119.0 (Q4 2025), and $557220.0 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Provisions (Qtr)
1 Annaly Capital Management 15.34 Bn 13.08 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 - 3.84 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.84 Mn
Dec 31, 2025 -144,119.00
Sep 30, 2025 557,220.00
Jun 30, 2025 1.15 Mn
Mar 31, 2025 -1.07 Mn
Dec 31, 2024 472,924.00
Sep 30, 2024 -989,597.00
Jun 30, 2024 -275,471.00
Mar 31, 2024 380,279.00
Dec 31, 2023 -2.23 Mn
Sep 30, 2023 -41,351.00
Jun 30, 2023 1.14 Mn
Mar 31, 2023 96,119.00
Dec 31, 2022 2.48 Mn
Sep 30, 2022 306,885.00
Jun 30, 2022 1.02 Mn
Mar 31, 2022 51,343.00