Apollo Commercial Real Estate Finance: From Defensive to Aggressive Lending Strategy

Wednesday, Dec 17, 2025 7:55 am ET1min read
ARI--

Apollo Commercial Real Estate Finance (ARI) has undergone significant changes since 2021-24, when it was in self-repair mode due to problem loans. The company has since shifted towards a more aggressive lending strategy, with 54% of its loans originating at higher coupons. This marks a departure from its defensive approach in the past. ARI's new strategy is expected to impact the company's financial performance and valuation.

Apollo Commercial Real Estate Finance: From Defensive to Aggressive Lending Strategy

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