NYSE:ARIMortgage REITs
How ARI’s Shift From Troubled Loans to New Originations Could Reshape Apollo Commercial Real Estate Finance (ARI) Investors
J.P. Morgan analysts recently named Apollo Commercial Real Estate Finance one of their top income stock picks for 2026, highlighting its progress in resolving troubled loans and plans to redeploy capital into interest-earning assets.
The company is also repositioning its portfolio as the mREIT sector anticipates potential book value improvement, aiming to shift capital from non-performing exposures into new loan originations with what it views as attractive risk-adjusted returns.
We will now...