Chicago Atlantic Real Estate Finance, Inc.
No SEC Form 4 filings for $REFI in the last 30 days.
See all $REFI insider activity →Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 distributable earnings of $0.44 per share, below the dividend, citing timing of $16.3 million in early loan prepayments. Management discussed a proposed merger with LIEN expected in Q4 2026, a Koach Capital cannabis sale-leaseback exposure, and a 90% to 100% payout target for 2026.
Chicago Atlantic Real Estate Finance, Inc. (REFI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ea030117601ex99-1.htm PRESS RELEASE DATED AUGUST 11, 2026 Exhibit 99.1 Chicago Atlantic Real Estate Finance Announces Second Quarter 2026 Financial Results CHICAGO— (August 11, 2026) Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI, “Chicago Atlantic”, “REFI” or
Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) completed second-lien financing for 32 cannabis retail properties managed by Koach Properties Manager. REFI issued 4,306,754 shares at $14.53 each for about $62.5M of second-lien notes. Notes pay 10% cash interest plus 2% incremental PIK, with a 2.5x exit fee and ~12-year maturity.
Over the past 7 days, alphai's AI scored 2 news stories mentioning REFI (Chicago Atlantic Real Estate Finance, Inc.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent REFI coverage spans corporate actions, financial news and mergers & acquisitions.
REFI’s earnings shortfall versus dividends is tied to prepayment timing, while the LIEN merger is the key liquidity/scale catalyst into late 2026.
Near-term focus is on earnings drivers (deployment timing, credit loss provision) and capital structure changes from the Koach notes and merger path.
Capital raise via second-lien notes with share issuance supports REFI’s balance sheet and expands exposure to cannabis retail real estate.
New debt financing terms were disclosed via a material definitive agreement, which can affect leverage, liquidity, and credit risk perception.
The filing signals a corporate restructuring via merger, likely changing capital structure and requiring stockholder approvals and regulatory steps.
alphai scores every news story that mentions REFI with an AI model for sentiment and relevance, and aggregates insider trades from Chicago Atlantic Real Estate Finance, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 distributable earnings of $0.44 per share, below the dividend, citing timing of $16.3 million in early loan prepayments. Management discussed a proposed merger with LIEN expected in Q4 2026, a Koach Capital cannabis sale-leaseback exposure, and a 90% to 100% payout target for 2026.
5 min readChicago Atlantic Real Estate Finance, Inc. (REFI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ea030117601ex99-1.htm PRESS RELEASE DATED AUGUST 11, 2026 Exhibit 99.1 Chicago Atlantic Real Estate Finance Announces Second Quarter 2026 Financial Results CHICAGO— (August 11, 2026) Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI, “Chicago Atlantic”, “REFI” or
6 min readChicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) completed second-lien financing for 32 cannabis retail properties managed by Koach Properties Manager. REFI issued 4,306,754 shares at $14.53 each for about $62.5M of second-lien notes. Notes pay 10% cash interest plus 2% incremental PIK, with a 2.5x exit fee and ~12-year maturity.
4 min readChicago Atlantic Real Estate Finance, Inc. (REFI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ea029747601ex10-1.htm LOAN AGREEMENT, DATED JULY 9, 2026 Exhibit 10.1 CERTAIN CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT, MARKED BY [***], HAS BEEN OMITTED BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDE
6 min readChicago Atlantic Real Estate Finance, Inc. (REFI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-2.1 2 ea029503701ex2-1.htm AGREEMENT AND PLAN OF MERGER, DATED AS OF JUNE 17, 2026, BY AND AMONG CHICAGO ATLANTIC REAL ESTATE FINANCE, INC., CHICAGO ATLANTIC BDC, INC., CHICAGO ATLANTIC BDC ADVISERS, LLC, AND CHICAGO ATLANTIC REIT MANAGER, LLC Exhibit 2.1 EXECUTION VERSION AGR
6 min readChicago Atlantic Real Estate Finance, Inc. (REFI) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. false 0001867949 0001867949 2026-06-11 2026-06-11 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Repor
2 min readChicago Atlantic Real Estate Finance, Inc. released its Q4 2025 earnings call presentation. The article notes that this slide deck was published in conjunction with the company's earnings call. The content is provided by SA Transcripts, which publishes thousands of quarterly earnings calls.
3 min readChicago Atlantic Real Estate Finance (REFI) is anticipated to release its Q4 2025 earnings before market open on Thursday, March 12, 2026. Analysts project earnings of $0.42 per share and revenue of $14.199 million. The company recently paid a quarterly dividend of $0.47, equating to an annualized yield of 15.3%, despite a high payout ratio.
2 min readImage source: The Motley Fool.Tuesday, Nov. 4, 2025 at 9 a.m. ETCo-Chief Executive Officer - Peter SackContinue reading ...
3 min readCHICAGO, Oct. 17, 2025 ( GLOBE NEWSWIRE ) -- Chicago Atlantic Real Estate Finance, Inc. ( NASDAQ: REFI ) ( "Chicago Atlantic" or the "Company" ) , a commercial mortgage real estate investment trust, today announced that its Officers and Directors have purchased approximately 54,000 shares at an ...
2 min read
