Apollo Commercial Real Estate Finance Inc. (9A1)
XSTU 
Summary
9A1 Chart
Apollo Commercial: A 20% Liquidation Opportunity Hiding In Plain Sight
Apollo Commercial Real Estate Finance has transitioned from a commercial REIT to a liquidation stub after selling its loan portfolio for $8.6 billion. At $6.84 per share, ARI offers 13–24% upside if liquidation proceeds as management estimates, with a Buy rating justified by the current discount. The September 29 shareholder vote on liquidation is pivotal; approval could yield $7.75-8.50 per share in distributions by 2028.
Apollo Commercial's Liquidation: Buy, Sell, Or Hold?
Apollo Commercial Real Estate Finance, Inc., has scheduled a special meeting for September 29, 2026, to vote on a formal Plan of Complete Liquidation and Dissolution; HDO recommends voting "FOR." Within 30 days of shareholder approval (expected late October 2026), ARI will distribute excess balance sheet cash of $3.70 to $4.00 per share. Following the initial cash payout, ARI will convert into a Liquidating Trust managed at a reduced 0.50% base fee on net assets.
New Strong Sell Stocks for August 4th
ARI, BEP and BLDR have been added to the Zacks Rank #5 (Strong Sell) List on August 4th, 2026.
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Apollo Commercial Real Estate Finance Inc. Profile
| Mortgage Real Estate Investment Trusts (REITs) Industry | Financials Sector | Stuart A. Rothstein CEO | XSTU Exchange | US03762U1051 ISIN |
| US Country | - Employees | 30 Oct 2026 Last Dividend | - Last Split | 24 Sep 2009 IPO Date |
Overview
Apollo Commercial Real Estate Finance, Inc. is a prominent Real Estate Investment Trust (REIT) specializing in the origination, acquisition, investment, and management of commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments across the United States, the United Kingdom, and Europe. Established in 2009 and headquartered in New York, New York, the company operates under the qualification of a REIT according to the Internal Revenue Code. This status provides a significant tax advantage, as it exempts Apollo Commercial Real Estate Finance, Inc. from federal income taxes on the condition that it distributes at least 90% of its REIT taxable income to its shareholders.
Products and Services
- Commercial First Mortgage Loans:
These are the primary loan vehicles issued by Apollo Commercial Real Estate Finance, Inc., secured by commercial properties. They represent the senior most debt in a property's capital structure, providing Apollo with a secured position in case of default.
- Subordinate Financings:
This category includes mezzanine loans, second mortgages, and other subordinate debt instruments. These financings typically carry higher interest rates than senior debt due to their subordinate position in the repayment hierarchy, reflecting a greater risk if the borrower defaults.
- Commercial Real Estate-Related Debt Investments:
Apart from direct loans, Apollo Commercial Real Estate Finance, Inc. also invests in various forms of commercial real estate debt. This can include buying existing debt securities or participating in syndicated loan agreements, further diversifying the company’s investment portfolio across different asset types and geographical regions.
Contact Information
