Apollo Commercial Real Estate Finance ARI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Percentage Of Portfolio by Geography | ||||||
| DE | 7.5%— | —— | 0.4%— | —— | 8.2%+7.8pp | |
| IT | 2.2%— | —— | 0.1%— | —— | 2.3%+2.2pp | |
| Mid Atlantic | 1.8%+1.5pp | 0.3%+0.2pp | 0.1%— | 0%-1.4pp | 1.4%— | |
| NL | 0.3%— | —— | 0.1%— | —— | 0.2%+0.1pp | |
| Northeast | 3.4%+3.3pp | 0.1%0.0pp | 0.1%-2.7pp | 2.8%+2.3pp | 0.5%0.0pp | |
| Other Geographic Locations | 0.4%— | —— | 0.1%— | —— | 1.2%+1.1pp | |
| SE | 2.9%— | —— | 0.2%— | —— | 3.2%— | |
| Southwest | 5.1%+4.0pp | 1.1%-0.7pp | 1.8%— | 0%-1.4pp | 1.4%+1.0pp | |
| Financing Receivable Excluding Accrued Interest Before Allowance For Credit Loss by Geography | ||||||
| GB | $2.44B-6.4% | $2.6B+2.1% | $2.55B-18.8% | $3.14B+26.1% | $2.49B+2.7% | |
| Midwest | $746.23M-1.0% | $754.12M+0.4% | $751.19M+34.2% | $559.86M0.0% | $560.05M-0.1% | |
| New York City | $1.63B+0.6% | $1.62B+14.4% | $1.41B-5.7% | $1.5B-2.9% | $1.54B+0.1% | |
| Other Europe | $1.15B-2.3% | $1.18B+0.3% | $1.18B+1.5% | $1.16B-13.4% | $1.34B+5.6% | |
| Other Geographic Locations | $954.23M+10.5% | $863.83M+13.8% | $758.94M+25.5% | $604.65M+75.0% | $345.56M+0.3% | |
| Southeast | $1.14B+17.5% | $973.05M+9.5% | $888.88M+10.5% | $804.34M-1.4% | $815.83M+59.4% | |
| West | $861.06M+4.4% | $824.49M+2.1% | $807.67M-10.2% | $899.48M+42.1% | $632.9M+29.4% | |
| Mortgage Loans On Real Estate Commercial And Consumer Percentage Of Portfolio by Geography | ||||||
| GB | 27.3%— | —— | —— | 4.1%-28.0pp | 32.1%— | |
| Midwest | 8.4%— | —— | 2.5%— | —— | 7.3%+4.6pp | |
| New York City | 18.2%+16.8pp | 1.4%— | —— | —— | 20%+18.8pp | |
| Other Europe | 12.9%— | —— | 0.8%— | —— | 17.3%+16.6pp | |
| Other Geographic Locations | 10.7%+10.0pp | 0.7%-1.4pp | 2.1%-0.4pp | 2.5%-2.0pp | 4.5%+4.2pp | |
| Southeast | 12.8%+12.5pp | 0.3%-1.1pp | 1.4%— | —— | 10.6%— | |
| West | 9.7%— | —— | —— | 2.2%-6.0pp | 8.2%+7.8pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Apollo Commercial Real Estate Finance break its business down?
- Apollo Commercial Real Estate Finance (ARI) reports percentage of portfolio by geography across 8 parts — DE, IT, Mid Atlantic, NL and Northeast. Each is extracted from the segment footnotes and tracked over time.
- Where does Apollo Commercial Real Estate Finance's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Apollo Commercial Real Estate Finance's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
