Apollo Commercial Being Liquidated, Showing Investors How To Profit (Downgrade)

Apollo Commercial Real Estate Finance, Inc. is pursuing liquidation, pending shareholder approval, after failing to find a viable path forward. ARI will return cash to shareholders and attempt to sell its $466M REO portfolio, with a special $3.75/share dividend declared. The current market price ($11/share) trades at a modest 8.3% discount to book value ($12/share), reflecting uncertainty around asset liquidation values.

Seeking Alpha • Jun 16, 2026

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend and Provides Update on Review of Strategic Alternatives

NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $3.75 per share of common stock, which is payable on July 15, 2026 to common stockholders of record on June 30, 2026. The dividend payment will be predominately classified as return of capital.

GlobeNewsWire • Jun 15, 2026

My Dividend Stock Portfolio: New April Dividend Record - 100 Holdings With 5 Buys

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

Seeking Alpha • May 27, 2026

SRET's Monthly Payouts Survive Global Real Estate Stress, Data Shows

Global X SuperDividend REIT ETF (NYSEARCA:SRET) holds roughly 30 of the highest-yielding REITs worldwide, equally weighted, with monthly distributions.

24/7 Wall Street • May 6, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2026 Earnings Call Transcript

Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

Apollo Commercial Real Estate Finance, Inc. Reports First Quarter 2026 Results

NEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE: ARI) today reported results for the quarter ended March 31, 2026. Net income available to common stockholders per diluted share of common stock was $0.16 for the quarter ended March 31, 2026.

GlobeNewsWire • Apr 28, 2026

Apollo Commerical Finance (ARI) Q1 Earnings and Revenues Lag Estimates

Apollo Commerical Finance (ARI) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.24 per share a year ago.

Zacks Investment Research • Apr 29, 2026

Apollo Commercial Real Estate Finance, Inc. Announces 2026 Annual Meeting of Stockholders

NEW YORK, April 27, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the Board of Directors set May 18, 2026 as the record date for the Company's 2026 Annual Meeting of Stockholders. The Annual Meeting of Stockholders will be held virtually on July 9, 2026 at 10:00 am Eastern Time. Information on the virtual meeting will be included in the ARI 2026 proxy statement.

GlobeNewsWire • Apr 27, 2026

Apollo Commercial: Business Model Is Changing Following Sale Of Loan Portfolio (Rating Downgrade)

Apollo Commercial Real Estate Finance is downgraded to hold due to an uncertain income outlook following the $9B loan portfolio sale. ARI now holds significant cash, reduced risk, and a stable share price, but lacks a clear forward strategy for income generation. Management is evaluating options, including expanding real estate owned assets and cost reductions, while maintaining a 9% dividend yield.

Seeking Alpha • Apr 25, 2026