REFI
Chicago Atlantic Real Estate FinanceREFI
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.
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
194% more call options, than puts
Call options by funds: $291K | Put options by funds: $99K
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
5% more funds holding
Funds holding: 102 [Q4 2024] → 107 (+5) [Q1 2025]
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
5.35% less ownership
Funds ownership: 36.75% [Q4 2024] → 31.39% (-5.35%) [Q1 2025]
13% less capital invested
Capital invested by funds: $112M [Q4 2024] → $96.7M (-$14.9M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$20
43%
upside
Avg. target
$20
43%
upside
High target
$20
43%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Citizens Capital Markets Aaron Hecht | 43%upside $20 | Market Outperform Reiterated | 17 Mar 2025 |
Financial journalist opinion
Positive
MarijuanaStocks
3 weeks ago
2025's Best Cannabis REITs for Building Wealth Over Time
The U.S. cannabis industry continues to expand rapidly, creating strong momentum for related investments. In 2025, the market is expected to surpass $44 billion in value. Over the next five years, projections suggest it could reach more than $76 billion. This steady growth is driven by rising consumer demand and ongoing legalization across many states. Currently, nearly half of U.S. adults have tried cannabis at least once. Meanwhile, almost 80% of Americans live near a licensed dispensary. The industry also supports hundreds of thousands of jobs and contributes billions to the economy each year. Because of this, investors are watching cannabis real estate investment trusts (REITs) for potential gains.
Positive
MarijuanaStocks
4 weeks ago
3 Marijuana Stocks For Cannabis Real Estate Investors
Is it safe to invest in marijuana stocks with the entire sector trading at all-time lows? If the legal market is profitable and companies are performing well, why are the top marijuana stocks not trading? These are just some of the questions that plague investors and shareholders. The answer is not so simple, which can make things a bit more complex to understand. Although legal cannabis as a business is thriving and growing in all areas, this has not translated to the public sector so well.
Positive
Market Watch
1 month ago
These yield-rich stocks aren't typical dividend plays. Why they're worth the risk.
Cannabis-sector lenders offer attractive upside potential.
Neutral
Seeking Alpha
1 month ago
Chicago Atlantic Real Estate Finance, Inc. (REFI) Q1 2025 Earnings Call Transcript
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ:REFI ) Q1 2025 Earnings Conference Call May 7, 2025 9:00 AM ET Company Participants Tripp Sullivan - Investor Relations Peter Sack - Co-Chief Executive Officer David Kite - Chief Operating Officer Phillip Silverman - Chief Financial Officer Conference Call Participants Aaron Grey - Alliance Global Partners Chris Muller - JMP Securities Pablo Zuanic - Zuanic. Operator Good day, and welcome to Chicago Atlantic Real Estate Finance, Inc. First Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
1 month ago
Chicago Atlantic Real Estate Finance, Inc. (REFI) Q1 Earnings Surpass Estimates
Chicago Atlantic Real Estate Finance, Inc. (REFI) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.52 per share a year ago.
Positive
MarijuanaStocks
1 month ago
Top Cannabis REITs to Watch for High Dividends and Long-Term Growth in 2025
The U.S. cannabis industry continues expanding rapidly, with projections suggesting it could reach $45 billion by 2025. More states are legalizing cannabis for medical and recreational use, boosting demand across the nation. Currently, 24 states allow adult-use cannabis, supporting thousands of dispensaries and grow operations. Additionally, the industry provides over 440,000 full-time jobs, strengthening its economic importance. Meanwhile, recent developments in federal policy signal possible changes ahead. Lawmakers are pushing for cannabis reform, and discussions around federal reclassification have gained momentum. As a result, investor interest is rising steadily, especially in real estate tied to cannabis operations. However, navigating this evolving market requires careful attention and research. Therefore, focusing on cannabis REITs with proven portfolios and strong tenants remains a smart strategy. In particular, companies that operate across multiple states offer added stability and diversification.
Positive
Seeking Alpha
1 month ago
Chicago Atlantic Real Estate Finance: Is The Dividend Yield Safe
Chicago Atlantic Real Estate Finance has seen its common shares dip year-to-date, driving its dividend yield to 13.5%. The mREIT's fiscal 2024 fourth quarter distributable earnings cover the dividend by just 98%. Macroeconomic headwinds could see the dividend yield requested by income investors continue to ramp up. This could mean more downside ahead.
Neutral
GlobeNewsWire
1 month ago
Chicago Atlantic Real Estate Finance Schedules First Quarter 2025 Earnings Release and Conference Call Date
CHICAGO, April 17, 2025 (GLOBE NEWSWIRE) -- Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) ("Chicago Atlantic" or the “Company”), a commercial mortgage real estate investment trust, announced details for the release of its results for the first quarter ended March 31, 2025.
Neutral
MarijuanaStocks
2 months ago
3 Marijuana Stocks That Could Be Top Market Performers
The cannabis sector has, in a cliche way, grown from the ground up. With many hurdles, the legal market worldwide has come a long way. Yet there has been more invested interest is towards in the future of this space. From preserving what once was and integrating up-to-date and more current methods at every step of the process.
Neutral
GlobeNewsWire
2 months ago
Chicago Atlantic Real Estate Finance Declares Common Stock Dividend of $0.47 for the First Quarter of 2025
CHICAGO, March 17, 2025 (GLOBE NEWSWIRE) -- Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI), a commercial mortgage real estate investment trust, announced that its board of directors has declared a regular quarterly cash dividend of $0.47 per share for the first quarter of 2025. The regular quarterly dividend, which equates to an annualized rate of $1.88 per common share, is payable on April 15, 2025, to shareholders of record as of the close of business on March 31, 2025.
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