Chicago Atlantic Real Estate Finance (REFI) co-CEO lifts stake to 466,706 shares
Chicago Atlantic Real Estate Finance, Inc. (REFI) Co-Chief Executive Officer and director Anthony Cappell purchased 45,000 shares of common stock on August 17, 2026, at a weighted-average price of $10.405 per share. Following this transaction, Cappell directly holds 466,706 REFI shares. The purchase was an open-market or private transaction and was not made under a Rule 10b5-1 trading plan.
Chicago Atlantic (REFI) chair buys 25,000 more shares
John Mazarakis, Executive Chairman of Chicago Atlantic Real Estate Finance, Inc. (REFI), purchased 25,000 shares of common stock on August 17, 2026, at a weighted-average price of $10.25 per share. This open-market transaction increased his direct holdings to 478,706 shares, in addition to indirect holdings through his spouse and Joppa Seasoning, LLC. The purchase, detailed in a Form 4 filing, signals a positive sentiment from an insider.
Chicago Atlantic Real Estate Finance (REFI) Q2 2026 Results Show Dividend Coverage Pressure, but Credit Metrics Still Look Stable
Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 distributable earnings of $0.44 per share, below its $0.47 dividend, and a slight decrease in book value. While dividend coverage is under pressure, the company emphasized that the shortfall was due to loan repayment timing and redeployment, not broad credit deterioration. Credit metrics remain stable, with portfolio growth continuing and high-yield loans being maintained, though liquidity is a key area to watch.
Chicago Atlantic (REFI) Q2 2026 Earnings Call Transcript
Chicago Atlantic (REFI) reported its Q2 2026 earnings, highlighting a strategic shift towards a merger with Chicago Atlantic BDC and expansion into the retail sale-leaseback market through the Koach Capital transaction. Despite a temporary dip in distributable earnings due to capital redeployment timing, the company maintained its dividend outlook and emphasized strong underwriting discipline. Management also discussed the positive implications of potential cannabis rescheduling and market evolution, while addressing the distinct dynamics of debt and equity capital markets in the cannabis industry.
Chicago Atlantic (REFI) Q2 2026 Earnings Call Transcript
Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 earnings, with distributable earnings of $0.44 per share, slightly below its $0.47 dividend, attributed to capital redeployment timing. The company's loan portfolio grew to $453.1 million, and it announced a merger with Chicago Atlantic BDC (LIEN) to enhance scale and market visibility, along with a strategic second lien financing deal with Koach Capital for 32 retail properties. Management discussed the evolving cannabis regulatory landscape, noting increased demand for debt capital from operators despite a conservative underwriting approach, and emphasized the benefits of the Koach transaction in diversifying revenue and capitalizing on potential market changes.
ETFs Investing in Chicago Atlantic Real Estate Finance, Inc. Stocks
This article lists several ETFs that hold stocks of Chicago Atlantic Real Estate Finance, Inc. (REFI). It provides a table detailing each fund's market value, weight of REFI stock, issuer, management style, focus, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. The information aims to help investors identify funds that offer exposure to REFI with potentially lower risk.
Chicago Atlantic BDC Q2 Earnings Call Highlights
Chicago Atlantic BDC reported Q2 net investment income of $7.7 million ($0.34 per share), a decrease from the previous quarter, largely due to loan repayments exceeding new originations and a smaller investment portfolio. Despite the decline, the company maintained its quarterly dividend at $0.34 per share, and management emphasized stable credit quality with no loans on non-accrual status. The proposed merger with Chicago Atlantic Real Estate Finance Inc. is still on track for Q4 2026, aiming to create a larger, better-capitalized BDC.
Citizens Jmp Cuts Chicago Atlantic Real Estate Finance (NASDAQ:REFI) Price Target to $16.00
Citizens JMP has reduced its price target for Chicago Atlantic Real Estate Finance (NASDAQ:REFI) from $18.00 to $16.00, while maintaining a "market outperform" rating, indicating a potential 54.7% upside. This decision follows the company's recent quarterly earnings which missed analyst expectations, reporting $0.43 EPS against an anticipated $0.48, and revenue of $12.61 million versus $14.17 million. Despite the lowered target, analyst sentiment for REFI remains mixed, with a consensus "Hold" rating and an average price target of $15.33 across various firms.
Chicago Atlantic Real Estate Finance (REFI) Stock Yield Strains Under Dividend Coverage Gap
Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 earnings where distributable EPS of US$0.44 fell short of its US$0.47 dividend, raising concerns about dividend coverage despite management attributing the gap to timing issues. The company's stock yield remains high at 18.38%, but increased leverage and concentration in cannabis credit add to the risk. Investors are advised to monitor the dividend sustainability and balance sheet health, especially as the planned merger with Chicago Atlantic BDC aims for diversification.
Chicago Atlantic Real Estate Finance (REFI) Reports Q2 2026 Numbers
Chicago Atlantic Real Estate Finance (REFI) reported its Q2 2026 financial results, with diluted distributable earnings per share (EPS) of $0.43, missing the estimated $0.44. The company's revenue for the quarter was $15.2 million, marking a 7.8% year-over-year decrease. REFI, a REIT – Mortgage company, also noted total loan principal outstanding of $453.1 million and distributable earnings of $9.3 million.
Chicago Atlantic Real Estate Finance, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:REFI)
Chicago Atlantic Real Estate Finance, Inc. (REFI) has published its slide deck in conjunction with its 2026 Q2 earnings call. The article is a transcript of the presentation, provided by Seeking Alpha's transcripts team. It details the company's results for the second quarter of 2026.
Chicago Atlantic Real Estate Finance, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:REFI)
This article presents the slide deck published by Chicago Atlantic Real Estate Finance, Inc. in conjunction with their Q2 2026 earnings call. The company's earnings call presentation provides detailed financial results and operational updates for the quarter. The information is intended for investors and interested parties following REFI's performance.
Chicago Atlantic Real Estate Finance, Inc. (REFI) Lags Q2 Earnings and Revenue Estimates
Chicago Atlantic Real Estate Finance, Inc. (REFI) reported Q2 earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.48, and revenues of $12.84 million, also below the $13.84 million estimate. The company's shares have declined by 16.5% year-to-date, contrasting with the S&P 500's 13.3% gain. The stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Chicago Atlantic Real Estate Finance, Inc. (REFI) Lags Q2 Earnings and Revenue Estimates
Chicago Atlantic Real Estate Finance, Inc. (REFI) reported Q2 earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.48, and revenues of $12.84 million, also below the $13.85 million consensus. This marks an earnings surprise of -10.42% and a revenue miss of 7.26%. The stock has underperformed the S&P 500 year-to-date, and currently holds a Zacks Rank #3 (Hold).
Form 8K Chicago Atlantic Real Estate Finance Inc For: 11 August
This article announces that Chicago Atlantic Real Estate Finance Inc. filed a Form 8K on August 11. The brief piece indicates that Investing.com is the source and references the company's stock symbol REFI. No specific details of the 8K filing are provided within the article content.
Chicago Atlantic Real Estate Finance Announces Second Quarter 2026 Financial Results
Chicago Atlantic Real Estate Finance (NASDAQ: REFI) has released its second-quarter 2026 financial results, reporting $59.2 million in gross originations. While earnings were impacted by the timing of repayments and deployments, the company's portfolio continues to perform well. Chicago Atlantic also announced a significant Koach transaction involving the issuance of stock for second lien promissory notes and provided updates on its pending merger with Chicago Atlantic BDC, Inc.
Chicago Atlantic Real Estate Finance, Inc. Q2 2026: Revenue $15.22M, EPS $0.34— 10-Q Summary
Chicago Atlantic Real Estate Finance, Inc. (REFI) reported its Q2 2026 results, showing revenue of $15.22M and diluted EPS of $0.34, both decreased from the prior year. Net income fell to $7.47M, largely due to lower exit/success fees and repricing in its portfolio of senior loans to state-licensed cannabis operators. The company is actively monitoring loan risks, with CECL reserves rising, and is pursuing a merger with LIEN to convert to a BDC.
Earnings To Watch: Chicago Atlantic Real Estate Finance Inc (REFI)
Chicago Atlantic Real Estate Finance Inc (REFI) is scheduled to release its Q2 2026 earnings on August 11, 2026, with revenue expected at $15.10 million and earnings at $0.44 per share. While 2026 estimates have slightly declined, 2027 estimates show an increase. Analysts have an average target price of $16.38, suggesting a significant upside, and the company holds an "Outperform" rating.
Chicago Atlantic Real Estate Finance (NASDAQ:REFI) Lowered to "Hold" Rating by Zacks Research
Zacks Research has downgraded Chicago Atlantic Real Estate Finance (NASDAQ:REFI) from a "strong buy" to a "hold" rating, while Weiss Ratings also cut its rating to "sell." The company now holds an overall "Reduce" consensus rating with an average price target of $14.00. REFI shares opened at $9.93, near their 52-week low, after reporting quarterly EPS of $0.46 and revenue of $12.92 million, both below analyst expectations.
Earnings Preview: REFI to Report Financial Results Pre-market on August 11
REFI is scheduled to report its financial results pre-market on August 11. The article provides details on the company's past earnings performance, analyst estimates for the upcoming quarter, and a look at its price performance and analyst ratings. Investors will be watching for the actual EPS and revenue figures compared to expectations.
Chicago Atlantic Real Estate Finance (REFI) to Release Earnings on Tuesday
Chicago Atlantic Real Estate Finance (REFI) is scheduled to release its Q2 2026 earnings before market open on Tuesday, August 11th, with analysts forecasting earnings of $0.48 per share and revenue of $14.17 million. This follows a previous quarter where the company missed EPS and revenue expectations. REFI shares are currently trading near $9.90, offering a substantial 19.0% dividend yield, and analysts hold a consensus "Hold" rating with an average price target of $14.
How Chicago Atlantic Real Estate Finance Inc. (REFI) Affects Rotational Strategy Timing
This article analyzes Chicago Atlantic Real Estate Finance Inc. (REFI) using AI models to provide insights for rotational strategy timing. It identifies weak near and mid-term sentiment, a neutral long-term outlook, and elevated downside risk, suggesting no clear price positioning signal. The article also presents three institutional trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels based on multi-timeframe signal analysis.
How Chicago Atlantic Real Estate Finance Inc. (REFI) Affects Rotational Strategy Timing
This article analyzes Chicago Atlantic Real Estate Finance Inc. (REFI) using AI models to provide trading strategies. It highlights weak near and mid-term sentiment for REFI, suggesting elevated downside risk. Three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—are outlined with specific entry, target, and stop-loss levels.
Chicago Atlantic Real Estate Finance | 10-Q: Q1 2026 Earnings Report
This document is the official Q1 2026 Earnings Report filed by Chicago Atlantic Real Estate Finance, presented as a 10-Q filing. It contains detailed financial information for the first quarter of 2026.
Chicago Atlantic Real Estate Finance, Inc. Revenue Breakdown – NASDAQ:REFI
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) generated $55.39 million USD in revenue last year, with its primary segment, Real Estate Investment Trust, contributing $62.94 million USD. The vast majority of its revenue, also $62.94 million USD, came from operations within the United States.
Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) announced that it will release its second quarter 2026 financial results before market open on Tuesday, August 11, 2026. The company will also host a conference call and live audio webcast at 9:00 a.m. Eastern Time on the same day to discuss the results. An online replay of the webcast will be available on their investor relations website.
Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) announced that it will release its second-quarter 2026 earnings before the market opens on Tuesday, August 11, 2026. The company will also host a conference call and live audio webcast for the earnings release later that day at 9:00 a.m. Eastern Time. Interested parties can access the webcast via the investor relations section of the company's website.
Chicago Atlantic Plans Public Q2 Results Call for Aug. 11
Chicago Atlantic Real Estate Finance (NASDAQ: REFI) will release its second-quarter 2026 financial results before the market opens on Tuesday, August 11, 2026. A public conference call and live audio webcast will follow at 9:00 a.m. Eastern Time on the same day, with an online replay available for one year. The company is a commercial mortgage REIT focusing on originating senior secured loans primarily to state-licensed cannabis operators.
Chicago Atlantic Real Estate Finance Announces Date for Second Quarter 2026 Earnings Release and Conference Call
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) announced that it will release its second-quarter financial results for the period ending June 30, 2026, on August 11, 2026, before the market opens. Following the release, the Company will host a conference call and live audio webcast at 9:00 a.m. Eastern Time. The company, a commercial mortgage REIT, specializes in providing loans to state-licensed cannabis operators in the U.S.
Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) has announced its schedule for the release of its second-quarter 2026 earnings. The company will issue its earnings release and supplemental financial information before the market opens on Tuesday, August 11, 2026, and will host a conference call and live audio webcast on the same day at 9:00 a.m. Eastern Time.
Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) announced it will release its second-quarter 2026 earnings and supplemental financial information before the market opens on Tuesday, August 11, 2026. The company will also host a conference call and live audio webcast on the same day at 9:00 a.m. Eastern Time to discuss the results. This announcement provides details for investors and the public to access the financial information and participate in the call.
Chicago Atlantic Real Estate Finance Schedules Second Quarter 2026 Earnings Release and Conference Call Date
Chicago Atlantic Real Estate Finance (NASDAQ: REFI) announced that it will release its second-quarter 2026 earnings before the market opens on Tuesday, August 11, 2026. The company will also host a conference call and live audio webcast on the same day at 9:00 a.m. Eastern Time to discuss the results. An online replay of the webcast will be available for one year on the company's investor relations website.
(REFI) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis of Chicago Atlantic Real Estate Finance Inc. (NASDAQ: REFI), highlighting weak near-term sentiment but an exceptional risk-reward setup during a mid-channel oscillation. It details three trading strategies (Position, Momentum Breakout, and Risk Hedging) tailored for different risk profiles. The analysis also includes multi-timeframe signal analysis, identifying support and resistance levels.
Chicago Atlantic Real Estate Finance, Inc. Announces Second-Lien Financing of Thirty-Two Cannabis Retail Properties
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) announced it completed second-lien financing for 32 retail properties managed by Koach Properties Manager LLC. REFI issued 4,306,754 common shares valued at $14.53 each, in exchange for $62.5 million in second-lien notes. These notes, secured by properties leased to cannabis operators, bear a 10.0% cash interest rate, a 2.0% PIK rate, and an exit fee, with a maturity of approximately 12 years.
Hunton Represents Koach Capital in Transaction with Chicago Atlantic Real Estate Finance, Inc.
Hunton Andrews Kurth LLP represented Koach Capital LLC in a financing transaction with Chicago Atlantic Real Estate Finance, Inc. Koach Capital issued approximately $62.5 million in second-lien notes to Chicago Atlantic in exchange for 4,306,754 common shares. This transaction gives Chicago Atlantic exposure to a portfolio of single-tenant, triple-net leased retail properties, primarily leased to cannabis operators across nine US states.
Chicago Atlantic REFI completes $62.5M cannabis retail financing
Chicago Atlantic Real Estate Finance Inc. (REFI) has completed a $62.5 million financing deal for second-lien notes, secured by cannabis retail properties managed by Koach Properties Manager LLC. In exchange, REFI issued Koach Capital over 4.3 million common shares valued at $14.53 each. The notes feature a 10% cash interest rate and a 2% payment-in-kind interest rate, with an aggregate weighted average time to maturity of approximately 12 years.
Chicago Atlantic Real Estate Finance Acquires $62.5M Koach Second-Lien Notes Via Stock Issue
Chicago Atlantic Real Estate Finance (REFI) has acquired $62.5 million of second-lien promissory notes from Koach by issuing 4,306,754 shares at $14.53 per share. These notes bear a 12% aggregate rate, have a weighted average maturity of about 12 years, and are secured by mortgages on 32 cannabis-related retail properties. The transaction is aimed at acquiring high-yield, secured cannabis retail loans and broadening REFI's investment portfolio.
Chicago Atlantic Real Estate Finance (REFI) issues 4.3M shares for $62.5M Koach notes
Chicago Atlantic Real Estate Finance (REFI) issued over 4.3 million shares of common stock in a private placement to acquire approximately $62.5 million in second lien promissory notes from Koach Capital entities. These notes are secured by 32 cannabis-related properties and bear a 12.0% annual interest rate. The transaction, permitted under REFI's pending merger agreement with Chicago Atlantic BDC, Inc., will impact the merger exchange ratio and includes lock-up restrictions for the newly issued shares.
Chicago Atlantic closes $62.5M cannabis real estate deal | REFI Stock News
Chicago Atlantic Real Estate Finance (NASDAQ: REFI) has completed a $62.5 million financing deal with Koach Properties Manager, exchanging 4,306,754 newly issued REFI common shares for second-lien notes secured by 32 cannabis-leased retail properties. The notes carry a 10.0% cash interest rate plus 2.0% PIK, an exit fee of 2.5x the commitment amount, and a weighted average maturity of approximately 12 years. This transaction provides REFI with long-term exposure to the cannabis retail property market, which it views as having attractive capitalization rates and potential for future growth due to regulatory changes.
Chicago Atlantic Real Estate Finance, Inc. Announces Second-Lien Financing of Thirty-Two Cannabis Retail Properties
Chicago Atlantic Real Estate Finance, Inc. (REFI) announced it completed a second-lien financing transaction with Koach Properties Manager LLC, involving $62.5 million in notes secured by 32 cannabis retail properties. In exchange, REFI issued 4,306,754 common shares valued at $14.53 per share to Koach. This strategic move aims to leverage potential regulatory changes in the cannabis market and capitalize on attractive retail property valuations.
Chicago Atlantic Real Estate Finance, Inc. Announces Second-Lien Financing of Thirty-Two Cannabis Retail Properties
Chicago Atlantic Real Estate Finance, Inc. (REFI) has completed a second-lien financing deal with Koach Properties Manager LLC, involving $62.5 million in notes secured by 32 cannabis retail properties. In exchange, REFI issued 4,306,754 common shares priced at $14.53 per share to Koach. This transaction aims to support Koach's strategy of acquiring and managing retail properties, with REFI anticipating benefits from potential regulatory changes in the cannabis market that could lead to capitalization rate compression and increased debt financing availability.
(REFI) and the Role of Price-Sensitive Allocations
This article analyzes Chicago Atlantic Real Estate Finance Inc. (NASDAQ: REFI), highlighting a neutral sentiment across all time horizons. It suggests a wait-and-see approach due to a mid-channel oscillation pattern and presents three distinct AI-generated trading strategies with specific entry, target, and stop-loss zones for different risk profiles. The analysis also points to an exceptional 18.0:1 risk-reward short setup.
Hunton Represents Koach Capital in Transaction with Chicago Atlantic Real Estate Finance, Inc.
Hunton Andrews Kurth LLP announced its representation of Koach Capital in a significant transaction with Chicago Atlantic Real Estate Finance, Inc. The firm continues to be recognized for its work, with various lawyers and teams receiving awards and recognitions in numerous legal areas. This news highlights Hunton's ongoing involvement in complex financial and real estate deals.
Responsive Playbooks and the REFI Inflection
This article analyzes Chicago Atlantic Real Estate Finance Inc. (NASDAQ: REFI), highlighting a neutral sentiment across all time horizons and supporting sideways action. It details an exceptional 18.7:1 risk-reward setup targeting a 4.9% gain versus 0.3% risk. The analysis also provides three distinct AI-generated trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) tailored to different risk profiles.
REFI Forecast — Price Target — Prediction for 2027
This article provides a forecast and price target for Chicago Atlantic Real Estate Finance, Inc. (REFI) for 2027, based on analyst opinions. It details the company's current stock performance, market capitalization, earnings, revenue, and dividend information. The report also includes frequently asked questions about REFI's stock, such as its volatility, all-time highs and lows, and upcoming earnings dates.
Price to earnings forward of Chicago Atlantic Real Estate Finance, Inc. – NASDAQ:REFI
This page provides information about the price to earnings forward metric for Chicago Atlantic Real Estate Finance, Inc., traded on NASDAQ under the symbol REFI. It primarily serves as a financial data point within a larger financial analysis platform, likely TradingView. The content is very minimal, focusing solely on this specific financial indicator.
Enterprise value to EBIT forward of Chicago Atlantic Real Estate Finance, Inc. – NASDAQ:REFI
The article discusses the enterprise value to EBIT forward for Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI). It provides financial overview, news, and community sentiment for the company's stock. The content is primarily a data placeholder from TradingView, indicating no specific financial figures but rather a general financial metric being tracked.
Chicago Atlantic Real Estate Finance, Inc. Actuals & Estimates (NASDAQ:REFI)
This article provides an overview of Chicago Atlantic Real Estate Finance, Inc. (REFI) stock, including its current price, market capitalization, price performance, and analyst forecasts. It also details financial actuals and estimates for revenue, earnings, net income, and dividends, along with information on volatility, EBITDA, and analyst recommendations. The company's next earnings report is scheduled for August 12, 2026.
Chicago Atlantic Real Estate Finance, Inc. Actuals & Estimates (BOATS:REFI)
This article provides financial actuals and estimates for Chicago Atlantic Real Estate Finance, Inc. (REFI), including analyst price targets, historical highs and lows, earnings reports, revenue figures, net income, and dividend information. It also details key financial metrics like EBITDA and addresses frequently asked questions about the company's stock.
REFI Forecast — Price Target — Prediction for 2027
This article provides a forecast for Chicago Atlantic Real Estate Finance, Inc. (REFI), including analyst price targets, future earnings estimates, and financial performance data. According to analysts, REFI's price has a maximum estimate of $20.00 USD and a minimum estimate of $13.50 USD. The company is expected to release its next earnings report on August 12, 2026, with an estimated earnings per share of $0.48 for the next quarter.
