Group 1 - The Q4 earnings season is approaching, indicating a critical time for companies to report their financial performance [1] - Rida Morwa, with over 35 years of experience in investment banking, leads a service focused on high-yield investment strategies targeting a safe +9% yield [2] - The service includes features such as model portfolios, buy/sell alerts, and regular market updates, emphasizing community and education in investment [2] Group 2 - The article mentions that recommendations are closely monitored, with buy and sell alerts exclusive to members [4] - There is a focus on sustainable income through various high-yield investments, appealing to both individual and institutional clients [2] - The service philosophy promotes the idea that investors should not invest alone, fostering a collaborative environment [2]

Core Viewpoint - Apollo Commercial Real Estate Finance (ARI) plans to sell its loan portfolio to Athene, which is expected to be a transformational deal aimed at addressing the valuation gap between ARI's market price and the intrinsic value of its assets [4][10]. Financial Details - The transaction is expected to deliver approximately $1.4 billion of net cash to ARI [1][7]. - After the repayment of most financing facilities and transaction expenses, ARI anticipates a common equity book value per share of about $12.05 [2][7]. - The purchase price for the loan portfolio is set at 99.7% of total loan commitments, excluding two loans with a principal balance of $146 million [3][7]. Strategic Implications - The sale is designed to close a long-standing valuation gap, as ARI's stock has traded at an average of about 0.76 of net book value for several years [9][11]. - Management plans to evaluate commercial real estate-related strategies to unlock additional value, including potential M&A opportunities [12][13]. - If no new asset strategy is identified by year-end, ARI's board may explore all strategic alternatives, including dissolution [14]. Governance and Transaction Process - The transaction has been approved by ARI's board following a recommendation from a special committee of independent directors [15]. - A 25-day go-shop period will allow for additional interest in the portfolio before a stockholder vote [17][18]. - Apollo has agreed to a 50% reduction in ARI's annual management fee and will reimburse up to $10 million of transaction expenses [16].

Group 1 - Apollo Commercial Real Estate Finance, Inc. (ARI) is a commercial real estate real estate investment trust (CRE REIT) that has not been previously covered, although articles on most of its peers have been written [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets instruments and trades, focusing on closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1] - BTA seeks to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience [1]

Company Overview - Apollo Commercial Real Estate Finance, Inc. (ARI) is a commercial real estate real estate investment trust (CRE REIT) that has not been previously covered, although articles on most of its peers have been published [1]. Market Development - A recent market development indicates a focus on providing transparency and analytics in capital markets instruments and trades, particularly in closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1]. Investment Strategy - The investment strategy aims to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience in the finance sector [1].

Core Viewpoint - Apollo Commercial Real Estate Finance, Inc. will hold a conference call to discuss its fourth quarter and full year 2025 financial results on February 11, 2026, following the release of these results on February 10, 2026 [1] Group 1: Conference Call Details - The conference call is scheduled for February 11, 2026, at 10:00 a.m. Eastern Time [1] - Financial results for the fourth quarter and full year 2025 will be released after market close on February 10, 2026 [1] - The call will include a review of performance, discussion of recent events, and a question-and-answer session [1] Group 2: Registration and Webcast Information - Registration for the call can be completed via a provided link, which will yield a dial-in number and unique pin [2] - A live webcast will be available on the Company's website, with a replay link posted approximately two hours after the call for those unable to attend live [2] Group 3: Company Overview - Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust focused on originating, acquiring, investing in, and managing commercial first mortgage loans and related debt investments [3] - The Company is externally managed by ACREFI Management, LLC, a subsidiary of Apollo Global Management, which manages approximately $908 billion in assets as of September 30, 2025 [3]

Core Viewpoint - Apollo Commercial Finance (ARI) shares experienced a 5.5% increase, closing at $10.68, driven by notable trading volume and investor optimism following the company's announcement regarding its loan portfolio [1][2] Group 1: Company Developments - The company announced the disposal of its $9 billion loan portfolio to Athene for $1.4 billion in net cash and $1.7 billion in common equity repayments, which is expected to enhance balance sheet flexibility for future investments [2] - The upcoming quarterly report is expected to show a Funds From Operations (FFO) of $0.26 per share, reflecting an 18.8% decrease year-over-year, while revenues are projected to be $47.49 million, a 9.2% increase from the previous year [3] Group 2: Market Performance and Estimates - The consensus FFO per share estimate for the quarter has been revised 2% lower over the last 30 days, indicating a negative trend in FFO estimate revisions, which typically does not lead to price appreciation [4] - Apollo Commercial Finance holds a Zacks Rank of 2 (Buy), while another company in the same industry, Armour Residential REIT (ARR), has a Zacks Rank of 3 (Hold) and has seen a 5.9% return over the past month [5][6]

Core Viewpoint - Apollo Commercial Real Estate Finance, Inc. has announced the estimated federal income tax treatment of its 2025 distributions on common stock and preferred stock, providing detailed breakdowns of the distributions for tax reporting purposes [1][2][4]. Summary by Category Common Stock Distributions - The total distribution per share for common stock is $0.250000 for each quarter in 2025, with a slight reduction to $0.094074 for the final quarter [2]. - The ordinary dividend for each quarter is $0.250000, while the qualified dividend is consistently $0.004953, leading to a non-dividend distribution of $0.245047 for the first four quarters and $0.092210 for the last quarter [2]. Preferred Stock Distributions - The total distribution per share for the 7.25% Series B-1 Cumulative Redeemable Perpetual Preferred Stock is $0.453125 for each quarter in 2025, with the same amount for the final quarter [4]. - The ordinary dividend for each quarter is $0.453125, with a qualified dividend of $0.008977, resulting in a non-dividend distribution of $0.444148 for all quarters [4]. Tax Treatment - Cash distributions made on January 15, 2026, are treated as received by stockholders on December 31, 2025, to the extent of the Company's 2025 tax earnings and profits [3][4]. - Since the Company's aggregate cash distributions did not exceed its 2025 tax earnings and profits, a portion of the January 2026 cash distribution will be treated as a 2025 distribution for federal income tax purposes [3][4]. Company Overview - Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust that focuses on originating, acquiring, investing in, and managing commercial first mortgage loans and related debt investments [6]. - The Company is externally managed by ACREFI Management, LLC, which is an indirect subsidiary of Apollo Global Management, Inc., managing approximately $908 billion in assets as of September 30, 2025 [7].

Core Viewpoint - A property lender managed by Apollo Global Management has agreed to sell its portfolio to the insurance arm of the buyout firm due to the real estate investment trust consistently trading below its book value [1] Group 1 - The transaction involves a property lender that is part of Apollo Global Management [1] - The sale is prompted by the underperformance of the publicly listed real estate investment trust, which has been trading below its book value [1]

Core Viewpoint - The conference call and webcast are being recorded and are the property of Apollo Commercial Real Estate Finance, Inc. Unauthorized broadcasts are prohibited [1] Group 1 - The company emphasizes the importance of the customary safe harbor disclosure regarding forward-looking statements in their press release [2] - The conference call may include forward-looking statements and projections, with a recommendation to refer to the latest SEC filings for factors that could cause actual results to differ [2] - The company does not undertake any obligation to update forward-looking statements unless required by law [2] Group 2 - The call is being transitioned to the Chief Executive Officer, Stuart Rothstein, indicating a shift to discuss company performance and strategy [3]

Apollo Commercial Real Estate Finance (NYSE:ARI) Update / briefing January 28, 2026 08:30 AM ET Company ParticipantsJade Rahmani - Managing Director of Commercial Real Estate FinanceStuart Rothstein - CEOTom Catherwood - Managing Director of REITs Equity ResearchConference Call ParticipantsDoug Harter - Equity Research AnalystHarsh Hemnani - Senior AnalystOperatorI'd like to remind everyone that today's call and webcast are being recorded. Please note that they are the property of Apollo Commercial Real Est ...