Apollo Commercial Real Estate

ARI

Market cap $1.41B

Investors looking for stocks in the REIT and Equity Trust sector might want to consider either Apollo Commerical Finance (ARI) or Ladder Capital (LADR). But which of these two companies is the best option for those looking for undervalued stocks?

Here is how Apollo Commerical Finance (ARI) and Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) have performed compared to their sector so far this year.

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I invest most of my capital in REITs. Even then, I'm bearish on a lot of them. This is a sector in which you need to be very selective to succeed.

Lazy capital (tied-up assets) is being freed up by both REITs. ARI is selling major properties to boost earnings. MPW is recovering from tenant bankruptcies; earnings will accelerate in 2026.

Apollo Commercial Real Estate Finance, Inc. ( ARI ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Stuart Rothstein - President, CEO & Director Anastasia Mironova - CFO, Secretary & Treasurer Scott Weiner - Chief Investment Officer Conference Call Participants Douglas Harter - UBS Investment Bank, Research Division Harsh Hemnani Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division John Nickodemus - BTIG, LLC, Research Division A.J. Denham - JPMorgan Chase & Co, Research Division Presentation Operator I'd like to remind everyone that today's call and webcast are being recorded.

Apollo Commerical Finance (ARI) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.31 per share a year ago.

NEW YORK, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE: ARI) today reported results for the quarter and nine months ended September 30, 2025.

Apollo Commerical Finance (ARI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

While the volatile mortgage market is likely to hurt the Zacks REIT and Equity Trust industry, companies like NLY, ARI and EFC are poised to navigate the challenges.