Chicago Atlantic Real Estate Finance REFI Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Financing Receivable Excluding Accrued Interest After Allowance For Credit Loss Current by Geography | ||||||
| Arizona One | $5.6M-14.0% | $5.83M-13.6% | $6.07M-13.0% | $6.29M-12.6% | $6.51M— | |
| Arizona Two | $40M0.0% | $40M— | $40M— | $40M— | $40M— | |
| AZ | $26.51M0.0% | $26.51M-26.3% | $26.51M-40.8% | $26.51M-49.8% | $26.51M— | |
| CA | $87.88M— | $98.53M— | $98.07M— | $97.39M— | —— | |
| California Illinois | $27.94M— | $27.32M— | $26.72M— | —— | —— | |
| FL | $51.9M+121% | $37.27M+76.2% | $32.94M+73.0% | $29.03M+67.0% | $23.48M— | |
| IL | $25.95M+0.6% | $25.95M+6.9% | $25.95M+12.7% | $25.96M+20.8% | $25.79M— | |
| Illinois Arizona | $139.64M+58.1% | $127.46M+49.4% | $116.02M+43.0% | $100.89M+24.0% | $88.33M— | |
| Illinois One | $82.58M+944% | $57.4M+618% | $32.25M+353% | $7.79M— | $7.91M— | |
| MI | $108.41M-10.2% | $108.41M-18.4% | $108.41M-24.9% | $108.33M-30.4% | $120.79M— | |
| Michigan One | $13.16M-32.7% | $15.83M-17.6% | $19.83M+7.1% | $19.69M+9.7% | $19.55M— | |
| Missouri Arizona | $58.71M-23.3% | $67.51M-7.7% | $72.05M+16.8% | $74.89M— | $76.56M— | |
| MO | $54.77M-30.1% | $65.14M-12.5% | $75.63M+8.2% | $81.95M+16.5% | $78.36M— | |
| NY | $90.04M-10.2% | $93.06M-7.6% | $96.09M-2.2% | $98.86M+8.8% | $100.26M— | |
| OH | $187.32M+37.7% | $184.83M+65.8% | $182.25M+117% | $159.38M+118% | $136.06M— | |
| Ohio One | $1.06M-86.1% | $1.04M-89.5% | $3.24M-67.2% | $5.44M-44.9% | $7.64M— | |
| PA | $61.38M-6.5% | $63.33M-3.7% | $65.21M-0.8% | $67.09M+2.3% | $65.68M— | |
| Various | $65.62M-25.3% | $69.39M-29.2% | $72.72M— | $81.88M— | $87.8M— | |
| Various Five | $54.49M— | $1.65M— | —— | —— | —— | |
| Various Four | $4.34M— | $6.54M— | —— | —— | —— | |
| Various One | $68.77M-17.2% | $72.91M-12.0% | $78.04M-5.5% | $83.25M+1.1% | $83.03M— | |
| Various Six | $44.86M— | —— | —— | —— | —— | |
| Various Three | $24.66M— | $43.54M— | $61.15M— | —— | —— | |
| Various Two | $53.31M+27.4% | $64.5M+73.0% | $58.91M+69.2% | $47.73M+37.2% | $41.83M— | |
| WV | $33.97M-10.3% | $33.97M-18.0% | $33.97M-23.9% | $33.97M-28.0% | $37.87M— | |
| Outstanding Principal by Geography | ||||||
| CA | $16.71M— | $24.94M— | $24.94M— | —— | —— | |
| FL | $25.6M— | $10.96M— | —— | —— | —— | |
| Illinois Arizona | $48.69M+75.6% | $36.13M+45.6% | $39.85M— | $37.28M— | $27.72M— | |
| Illinois One | $52.4M+2,607% | $27.17M+1,241% | $26.59M+1,060% | $1.93M-24.4% | $1.94M-31.1% | |
| Michigan Two | $5.52M— | $3.16M— | —— | —— | —— | |
| OH | $49.33M-29.4% | $47.16M+4.8% | $67.96M+145% | $68.51M+154% | $69.88M+177% | |
| Various Seven | $5.43M— | $5M— | —— | —— | —— | |
| Original Issue Premium Discount by Geography | ||||||
| CA | -$2.6M— | -$227.31K— | —— | —— | —— | |
| California Illinois | -$260.04K— | -$156.63K— | —— | —— | —— | |
| Illinois One | -$94.77K— | -$63.04K— | —— | —— | —— | |
| MI | -$2.27K— | -$1.51K— | —— | —— | —— | |
| Michigan Two | -$2.69K— | -$1.54K— | —— | —— | —— | |
| MO | -$260.71K— | -$171.21K— | -$199.9K— | —— | —— | |
| Pennsylvania One | -$92.76K— | -$53.01K— | —— | —— | —— | |
| Future Fundings by Geography | ||||||
| Various Two | $9.6M— | $10M— | —— | —— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Chicago Atlantic Real Estate Finance break its business down?
- Chicago Atlantic Real Estate Finance (REFI) reports financing receivable excluding accrued interest after allowance for credit loss current by geography across 28 parts — Arizona One, Arizona Two, AZ, CA and California Illinois. Each is extracted from the segment footnotes and tracked over time.
- Where does Chicago Atlantic Real Estate Finance's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Chicago Atlantic 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.
