Chicago Atlantic Real Estate Finance
REFI
About: Chicago Atlantic Real Estate Finance Inc is engaged in a commercial real estate finance company. Its primary investment objective is to provide attractive risk-adjusted returns for stockholders over time, through consistent current income dividends and other distributions and secondarily through capital appreciation.
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
1.4% less ownership
Funds ownership: 31.45% [Q1] → 30.05% (-1.4%) [Q2]
9% less capital invested
Capital invested by funds: $96.8M [Q1] → $88.2M (-$8.6M) [Q2]
13% less funds holding
Funds holding: 108 [Q1] → 94 (-14) [Q2]
52% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 23
95% less call options, than puts
Call options by funds: $11K | Put options by funds: $209K
Financial journalist opinion
Based on 3 articles about REFI published over the past 30 days