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Apollo Commercial Real Estate Finance (ARI) investor relations material
Apollo Commercial Real Estate Finance Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Net income available to common stockholders was $18M ($0.12/share) for Q2 2025, with distributable earnings of $36M ($0.26/share); $2.0B in new loan commitments year-to-date and $1.4B in Q2.
Residential loans comprised 25% of the portfolio, with two-thirds originated in the last 24 months; portfolio is diversified across the US and Western Europe.
Portfolio reached $8.6B–$8.7B, with 98% first mortgages and 96% floating rate loans.
Focus on redeploying capital from repayments and asset resolutions into new loans, maintaining a diversified and high-quality portfolio.
Dividend declared was $0.25/share, covered by distributable earnings, with a yield of 10.2%.
Financial highlights
Distributable earnings for Q2 were $36M ($0.26/share), up from $33.2M ($0.24/share) in Q1; GAAP net income was $18M ($0.12/share).
Loan portfolio carrying value increased to $8.6B–$8.7B from $7.7B in Q1; weighted average unlevered yield was 7.8%.
Book value per share was $12.59 at quarter-end, slightly down from $12.66 in Q1.
Net interest income for Q2 was $43.1M, with total net revenue of $70.9M and operating expenses of $38.6M.
General CECL Allowance increased by $3.1M to $38.8M, reflecting portfolio growth.
Outlook and guidance
Management expects continued capital rotation from underperforming to higher-yielding assets, supporting earnings growth through 2025 and 2026.
$1.0B in unfunded commitments remain, with $666.7M expected to be funded in the short term.
Monetization of non-earning assets and robust CRE transaction activity are expected to drive further growth.
Dividend policy aims to pay out net taxable income, subject to board approval.
Forward-looking statements highlight risks from interest rates, inflation, and market volatility.
Explain the rationale for using Distributable Earnings.
How does ARI plan to address unrealized losses?
Detail capital redeployment from focus assets.
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Next Apollo Commercial Real Estate Finance earnings date
Q3 202531 Oct, 2025
Next Apollo Commercial Real Estate Finance earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Apollo Commercial Real Estate Finance Inc is a real estate investment trust that originates, invests in, and manages commercial real estate debt. Its portfolio includes senior mortgages, mezzanine loans, and other debt instruments secured by commercial properties. The company primarily operates in the U.S. and Europe. Apollo Commercial Real Estate Finance Inc is headquartered in New York, New York, and its shares are listed on the NYSE.
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