APOLLO COMMERCIAL REAL ESTATE FINA (ARI)
Financials · NYSE
A REIT that originates and acquires performing commercial mortgage loans and real estate debt investments, externally managed by Apollo Global Management's real estate platform.
What APOLLO COMMERCIAL REAL ESTATE FINA does
Apollo Commercial Real Estate Finance is a REIT that originates, acquires, invests in and manages performing commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments. As of December 31, 2025, the company held approximately $8.7 billion of commercial mortgage loans and $62.2 million of subordinate loans, financed through secured debt arrangements and senior notes. The company is externally managed by Apollo Global Management and benefits from Apollo's infrastructure and origination platform to source and manage real estate financing opportunities. As a REIT, the company generates income through interest on loans and distributions from real estate assets, with a stated objective of providing attractive risk-adjusted returns to stockholders primarily through dividends.
Themes: ["Commercial real estate lending","REIT / dividend income","Institutional real estate investment"]
Fundamentals
- Price$10.22 as of 2026-07-09 close
- Market cap$1.3B as of 2026-07-10
- 1-year return+2.9% as of 2026-07-09 close
- P/E10.51 as of 2026-07-10
- Net margin+17.3% as of 2026-07-10
- Gross margin+36.0% as of 2026-07-10
- ROE+6.9% as of 2026-07-10
- Debt / equity4.50 as of 2026-07-10
- Revenue growth (YoY)-4.8% as of 2026-07-10
- Revenue CAGR (3y)-3.7% SEC XBRL
- Beta1.44 as of 2026-07-10
Dividend: yield +9.8%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
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Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.