Chicago Atlantic Real Estate Finance

REFI

Market cap $278M

Thirteen of 35 October Dividend Power Dogs are recommended for their "safer" dividends, with free cash-flow yields exceeding dividend yields, making them ideal buys. The Dividend Power strategy focuses on high earnings yield and high dividend yield, creating a resilient portfolio for both downturns and bull markets. Analysts project significant gains for the top ten DiviPower stocks by October 2026, with potential net gains ranging from 36% to 190.33%.

The U.S. cannabis industry continues to expand rapidly, with sales projected to surpass $40 billion in 2025. Analysts expect nationwide revenue could exceed $70 billion by 2030 as more states legalize both medical and recreational use. Recent headlines highlight renewed discussions in Congress about rescheduling cannabis under federal law, which could further boost industry confidence. Cannabis Real Estate Investment Trusts (REITs) like Innovative Industrial Properties, NewLake Capital Partners, and Chicago Atlantic Real Estate Finance benefit directly from this trend. These companies lease facilities to licensed operators and offer investors consistent dividend income. Many of these REITs currently provide dividend yields between 8% and 12%, making them appealing to income-focused investors seeking exposure to this growing market.

CHICAGO, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) (“Chicago Atlantic” or the “Company”), a commercial mortgage real estate investment trust, today announced that its Officers and Directors have purchased approximately 54,000 shares at an approximate value of $673,000 in the last three weeks. Chicago Atlantic Officers and Directors now beneficially own approximately 1,770,000 shares representing approximately 8.2% of fully diluted common shares outstanding.

CHICAGO, Oct. 16, 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 third quarter ended September 30, 2025.

Chicago Atlantic Real Estate Finance (REFI) is a commercial mREIT specializing in senior, secured loans to landlords serving the US cannabis industry. REFI trades at a notable discount to its underlying equity value, despite a well-collateralized loan portfolio and minimal expected losses from non-accrual loans. The REIT offers an attractive 15%+ yield, supported by high loan returns and protective rate floors, with most loans insulated from moderate interest rate drops.

The cannabis real estate sector is drawing renewed attention this week. Amid volatility in broader markets, top cannabis REITs stand out as vehicles to access cannabis industry upside without touching the plant. Moreover, the U.S. cannabis industry is showing robust fundamentals. In 2024, legal sales reached about $30.1 billion, growing roughly 4.5% year over year. Analysts expect the U.S. cannabis market to reach $76 billion by 2030, with a projected annual growth rate near 11%. Meanwhile, regulatory momentum is building as lawmakers continue pushing for federal reform. These developments could open banking access and reduce financing barriers for cannabis operators. Such shifts promise strong catalysts for REITs focused on cannabis properties, lending, and real estate expansion.

The Dividend Power strategy highlights 35 high-yield stocks, with 12 'safer' picks offering free cash flow yields above dividend yields and fair valuations. Top five 'safer' Dividend Power stocks for September are Carlyle Secured Lending (CGBD), Stellus Capital (SCM), Blue Owl Capital (OBDC), SLR Investment (SLRC), and Seven Hills Realty (SEVN). Analyst projections suggest the top ten Dividend Power stocks could deliver average net gains of 43.3% by September 2026, though risk and volatility vary.

CHICAGO, Sept. 15, 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 third quarter of 2025. The regular quarterly dividend, which equates to an annualized rate of $1.88 per common share, is payable on October 15, 2025, to shareholders of record as of the close of business on September 30, 2025.

REFI, ELV and TAP have been added to the Zacks Rank #5 (Strong Sell) List on September 11, 2025.

The U.S. cannabis industry continues to show resilience despite market challenges. In 2024, sales exceeded $33 billion nationwide, and analysts project annual revenues could surpass $50 billion by 2030. Growth is fueled by new state markets, expanding consumer demand, and strong ancillary services. Recently, U.S. lawmakers revisited cannabis reform discussions, signaling renewed potential for federal legalization. Moreover, the Department of Health and Human Services has recommended reclassifying cannabis under the Controlled Substances Act. This development adds optimism for investors. Ancillary stocks, which provide real estate, equipment, and financing, remain essential in this expanding market. Importantly, these businesses avoid plant-touching risks. Therefore, they often present safer exposure to industry growth.