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Apollo Commercial Real Estate Finance
Apollo Commercial Real Estate Finance (ARI) investor relations material
Apollo Commercial Real Estate Finance Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary29 Jan, 2026
Executive summary
Entered a definitive agreement to sell the loan portfolio to Athene for 99.7% of total loan commitments, net of reserves, excluding two loans expected to be repaid before closing.
Post-transaction, expects approximately $1.4 billion in net cash and a book value per share of $12.05.
Retains $466 million in net equity interest in real estate properties as of September 30, 2025.
Transaction aims to close the valuation gap, providing a 23% premium to recent trading levels and multi-year average price-to-book ratio.
Strategic review underway to reposition the company, with potential for new asset strategies or M&A; dissolution considered if no new strategy is identified by year-end.
Voting matters and shareholder proposals
Transaction subject to stockholder approval following a proxy statement filing.
Includes a 25-day go-shop period for the special committee to solicit additional interest in the portfolio.
Proxy statement and related materials will be filed with the SEC and made available to stockholders.
Board of directors and corporate governance
Transaction approved by the Board of Directors after a unanimous recommendation from a Special Committee of three independent directors.
Special Committee advised by independent legal and financial advisers.
New strategy selection criteria
REO portfolio value creation plan
Apollo's incentive fee rationale
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Q2 and first-half 2026 saw 5.2% sales growth and 45.5% higher net income, with updated guidance. - CB
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Q1 FY2026 revenue up 5.5% to $85.9B; adjusted EPS rose 9.4% to $4.08. - MATW
Leverage below 3x, Q1 net income $43.6M, FY2026 EBITDA guidance at $180M. - SU
Record production, strong cash returns, and robust 2026 guidance highlight performance. - GARAN
Net income up 21% to TL 111.3bn, with strong capital, liquidity, and asset growth.
Next Apollo Commercial Real Estate Finance earnings date
Q4 202511 Feb, 2026
Apollo Commercial Real Estate Finance
Next Apollo Commercial Real Estate Finance earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Apollo Commercial Real Estate Finance Inc is a real estate investment trust that originates, invests in, and manages commercial real estate debt. Its portfolio includes senior mortgages, mezzanine loans, and other debt instruments secured by commercial properties. The company primarily operates in the U.S. and Europe. Apollo Commercial Real Estate Finance Inc is headquartered in New York, New York, and its shares are listed on the NYSE.
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