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%-0.7pp | —— | 0.4%-0.4pp | —— | 8.2%+0.9pp | |
| IT | 2.2%-0.1pp | —— | 0.1%— | —— | 2.3%-1.0pp | |
| Mid Atlantic | 1.8%+0.4pp | 0.3%— | 0.1%— | 0%-1.1pp | 1.4%+0.3pp | |
| NL | 0.3%+0.1pp | —— | 0.1%— | —— | 0.2%0.0pp | |
| Northeast | 3.4%+2.9pp | 0.1%-0.4pp | 0.1%— | 2.8%— | 0.5%-4.4pp | |
| Other Geographic Locations | 0.4%-0.8pp | —— | 0.1%0.0pp | —— | 1.2%+0.1pp | |
| SE | 2.9%-0.3pp | —— | 0.2%-0.1pp | —— | 3.2%+0.4pp | |
| Southwest | 5.1%+3.7pp | 1.1%+0.7pp | 1.8%+1.4pp | 0%-0.4pp | 1.4%+1.0pp | |
| Financing Receivable Excluding Accrued Interest Before Allowance For Credit Loss by Geography | ||||||
| GB | $2.44B-2.1% | $2.6B+7.4% | $2.55B-16.2% | $3.14B+11.4% | $2.49B-15.3% | |
| Midwest | $746.23M+33.2% | $754.12M+34.6% | $751.19M+83.7% | $559.86M+10.6% | $560.05M+7.8% | |
| New York City | $1.63B+5.4% | $1.62B+4.9% | $1.41B-12.2% | $1.5B-6.3% | $1.54B-3.5% | |
| Other Europe | $1.15B-13.9% | $1.18B-6.9% | $1.18B-12.0% | $1.16B-19.2% | $1.34B-11.5% | |
| Other Geographic Locations | $954.23M+176% | $863.83M+151% | $758.94M+116% | $604.65M-24.7% | $345.56M-52.9% | |
| Southeast | $1.14B+40.2% | $973.05M+90.1% | $888.88M+45.3% | $804.34M+21.3% | $815.83M+51.8% | |
| West | $861.06M+36.0% | $824.49M+68.6% | $807.67M+58.4% | $899.48M+76.4% | $632.9M+30.6% | |
| Mortgage Loans On Real Estate Commercial And Consumer Percentage Of Portfolio by Geography | ||||||
| GB | 27.3%-4.8pp | —— | —— | 4.1%— | 32.1%-3.2pp | |
| Midwest | 8.4%+1.1pp | —— | 2.5%— | —— | 7.3%+1.1pp | |
| New York City | 18.2%-1.8pp | 1.4%+0.2pp | —— | —— | 20%+0.8pp | |
| Other Europe | 12.9%-4.4pp | —— | 0.8%— | —— | 17.3%-0.9pp | |
| Other Geographic Locations | 10.7%+6.2pp | 0.7%+0.4pp | 2.1%— | 2.5%+1.7pp | 4.5%-4.3pp | |
| Southeast | 12.8%+2.2pp | 0.3%— | 1.4%— | —— | 10.6%+4.1pp | |
| West | 9.7%+1.5pp | —— | —— | 2.2%+1.9pp | 8.2%+2.4pp |
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.
