Apollo Commerical Finance (ARI) witnessed a jump in share price last session on above-average trading volume. The latest trend in FFO estimate revisions for the stock doesn't suggest further strength down the road.
Apollo Commerical Finance (ARI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors looking for stocks in the REIT and Equity Trust sector might want to consider either Apollo Commerical Finance (ARI) or Ladder Capital (LADR). But which of these two stocks is more attractive to value investors?
High Yield vs. Dividend Growth: Starting with a high yield (even after a cut) often produces more total cash flow than a low-yielding "growth" stock. The "Bottom" is In: Both companies have a history of paying out nearly 100% of earnings, meaning unitholders capture the full benefit as earnings recover. Buy the Pessimism: Entering post-cut allows you to lock in double-digit yields at prices far lower than they will be when distributions start rising again.
Investors interested in stocks from the REIT and Equity Trust sector have probably already heard of Apollo Commerical Finance (ARI) and Ladder Capital (LADR). But which of these two stocks offers value investors a better bang for their buck right now?
While the improving mortgage market trend is likely to support the Zacks REIT and Equity Trust industry, companies like ARI, EFC and NREF are poised to gain.
Apollo Commercial Real Estate Finance now boasts a senior-heavy, floating-rate loan book with improved underwriting and a 7.7% unlevered yield. ARI's dividend is well covered by distributable earnings, supported by capital recycling, wider spreads, and a shift to higher-coupon loans post-2022. Legacy distressed assets are being resolved, with clear monetization paths and REO assets now generating cash flow and targeted for sale by 2026.
Avoid the "expensive is good" trap; commercial mREITs are deep bargains. The sector slump is reversing as loan originations are ramping up. Buy the bargain bin cash flow before Wall Street flips sentiment.
Investors interested in REIT and Equity Trust stocks are likely familiar with Apollo Commerical Finance (ARI) and Ladder Capital (LADR). But which of these two stocks is more attractive to value investors?
Here is how Apollo Commerical Finance (ARI) and Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) have performed compared to their sector so far this year.
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Apollo Commercial Real Estate Finance, Inc. ( ARI ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Stuart Rothstein - President, CEO & Director Anastasia Mironova - CFO, Secretary & Treasurer Scott Weiner - Chief Investment Officer Conference Call Participants Douglas Harter - UBS Investment Bank, Research Division Harsh Hemnani Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division John Nickodemus - BTIG, LLC, Research Division A.J. Denham - JPMorgan Chase & Co, Research Division Presentation Operator I'd like to remind everyone that today's call and webcast are being recorded.