Apollo Commercial Real Estate

ARI

Market cap $1.37B

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.

NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the Company will hold a conference call to review its third quarter 2025 financial results on Friday, October 31, 2025 at 10:00 a.m. Eastern Time. The Company's third quarter 2025 financial results will be released after the market closes on Thursday, October 30, 2025. During the conference call, Company officers will review third quarter 2025 performance, discuss recent events and conduct a question-and-answer period.

Commercial real estate will massively benefit from the recent interest rate cut and any future ones. Apollo Commercial Real Estate Finance, Inc. has already massively outperformed the market, almost doubling its total returns YTD. Other major players are moving into the sector, revealing that the water is warming.

NEW YORK, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $0.25 per share of common stock, which is payable on October 15, 2025 to common stockholders of record on September 30, 2025.

Mortgage rates are at their lowest level of 2025, boosting affordability, and spotlighting dividend-paying mREITs like NLY, ORC, and ARI.

July saw strong market gains, especially in tech, but finding bargains is tough as indices approach all-time highs. I focused July investments on high-yield BDCs like OBDC, MFIC, and BXSL, maintaining a 7.9% yield on cost. Dividend income hit a July record, up 22% year-over-year, with BDCs set to play an even bigger role in the coming months.

Here is how Apollo Commerical Finance (ARI) and American Healthcare REIT (AHR) have performed compared to their sector so far this year.

I love America; its market is a prime source of my income. Having international exposure can be a big benefit, however. This pick splits its exposure to benefit from different global economies. Collect double-digit yields that are covered by cash flow.

Apollo Commercial Real Estate Finance, Inc., a mortgage REIT, pays a 10.2% distribution yield. Q2 results show the distributable earnings cover the dividend of $0.25. The second half of 2025 looks positive for ARI, however, a long-term buy and hold investor needs to be wary of future cuts.

Apollo Commerical Finance (ARI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).