CoverageForm 410-K10-Q8-K13D13G13F

REFI · Chicago Atlantic Real Estate Finance, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · REFI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue----------
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$1.15M-$1.30M$1.27M$1.20M-$1.25M$1.25M$1.39M-
Total Operating Expenses----------
D&A----------
Operating Income$4.84M-$8.93M$8.88M$10.04M-$11.21M$9.18M$8.73M-
Interest Expense$1.93M-$1.42M$1.92M$1.91M-$1.80M$1.84M$2.10M-
Income Tax$0-$0$0$0-$0$0$0-
Net Income$4.84M-$8.93M$8.88M$10.04M-$11.21M$9.18M$8.73M-
EPS - Basic$0.23-$0.42$0.42$0.48-$0.57$0.47$0.48-
EPS - Diluted$0.23-$0.42$0.41$0.47-$0.56$0.46$0.47-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$27.86M$14.95M$28.92M$35.56M$9.88M$26.40M$6.76M$7.07M$6.90M$7.90M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$435.95M$424.92M$427.08M$455.21M$414.67M$435.15M$365.91M$386.49M$383.65M$359.23M
Current Liabilities----------
Long-term Debt$49.39M$49.33M$49.27M$49.22M$49.16M$49.10M$54.00M$76.75M--
Total Liabilities$132.53M$117.10M$117.16M$145.19M$103.89M$126.19M$70.45M$93.77M$97.69M$87.37M
Stockholders' Equity$303.42M$307.81M$309.91M$310.03M$310.78M$308.96M$295.47M$292.72M$285.96M$271.85M
Retained Earnings($20.78M)($15.52M)($12.52M)($11.55M)($9.92M)($10.14M)($4.45M)($6.39M)($6.09M)($5.81M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$3.16M---$7.63M---$6.92M-
Investing Cash Flow$1.73M---$5.51M---($18.72M)-
Financing Cash Flow$8.01M---($29.65M)---$10.81M-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin----------
EBITDA margin----------
Net margin----------
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate0.0%-0.0%0.0%0.0%-0.0%0.0%0.0%-
Return on assets1.1%-2.1%2.0%2.4%-3.1%2.4%2.3%-
Return on equity1.6%-2.9%2.9%3.2%-3.8%3.1%3.1%-
Return on invested capital1.4%-2.5%2.5%2.8%-3.2%2.5%--
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity0.160.160.160.160.160.160.180.26--
Debt / Assets0.110.120.120.110.120.110.150.20--
Debt / EBITDA----------
Interest coverage2.5x-6.3x4.6x5.3x-6.2x5.0x4.1x-
Equity multiplier1.441.381.381.471.331.411.241.321.341.32
Liabilities / Assets0.300.280.270.320.250.290.190.240.250.24
Efficiency
Asset turnover----------
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E49.2x-30.5x34.0x31.3x-27.7x33.4x33.6x-
P / B0.8x-0.9x1.0x1.0x-1.1x1.0x1.0x-
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)----------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-51.8%--20.3%-3.3%15.0%-12.4%6.3%-18.4%-
Net income growth (YoY)-51.8%--20.3%-3.3%15.0%-12.4%6.3%-18.4%-
EPS growth (YoY)-51.1%--25.0%-10.9%0.0%-3.7%-2.1%-21.7%-
EPS CAGR (3y)-27.4%--20.3%-3.1%2.2%-----
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-2.4%-0.4%4.9%5.9%8.7%13.6%7.1%7.0%5.1%3.0%

Peer comparison

Same SIC group: Real Estate Investment Trusts

CompanyRevenue (last FY)Net marginROE
UMH$261.75M2.3%0.7%
ARE---9.2%
VTR$5.83B4.3%2.0%
SPG$6.36B72.7%88.8%
NYSE: KRC$1.11B0.0%0.0%

Comparing Chicago Atlantic Real Estate Finance against the 5 most active filers in the same SIC group.

Dividends

$1.88/share trailing 12 months · -8.7% YoY

Ex-datePer share
Mar 31, 2026$0.4700
Dec 31, 2025$0.4700
Sep 30, 2025$0.4700
Jun 30, 2025$0.4700
Mar 31, 2025$0.4700
Dec 31, 2024$0.6500
Sep 30, 2024$0.4700
Jun 28, 2024$0.4700
Mar 27, 2024$0.4700
Dec 28, 2023$0.7600
Sep 28, 2023$0.4700
Jun 29, 2023$0.4700
Mar 30, 2023$0.4700
Dec 29, 2022$0.7600
Sep 29, 2022$0.4700
Jun 29, 2022$0.4700
Mar 30, 2022$0.4000