Chicago Atlantic Real Estate Finance Inc (REFI) Quarterly 10-Q Report

The report was filed on November 7, 2024

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Chicago Atlantic Real Estate Finance, Inc. has submitted its 10-Q filing for the quarterly period ended September 30, 2024.

The filing includes financial statements for the quarter, showing an increase in interest income to $16,258,744 from $15,183,450 in the same quarter the previous year. This increase is attributed to a rise in the average outstanding principal balance of loans during the period.

Interest expense for the quarter was $1,799,351, up from $1,449,143 in the same quarter of the previous year. The increase was due to higher borrowings and an increase in the outstanding balance on the Revolving Loan.

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The company reported net income of $11,211,636 for the quarter, compared to $9,976,998 in the previous year, with the increase attributed to higher interest income and a reversal of the current expected credit loss provision.

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Management and incentive fees to the Manager increased slightly to $1,669,116 from $1,601,387, reflecting changes in weighted average equity driven by new issuances of common stock.

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General and administrative expenses remained relatively stable at $1,254,062 compared to $1,251,307 in the previous year.

Stock-based compensation expenses rose to $845,524 from $540,426 due to new restricted stock awards granted to employees of the Manager.

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The company recorded a reversal of $989,597 in provision for current expected credit losses, compared to a smaller reversal of $41,351 in the previous year, due to improved borrower-specific credit factors and portfolio composition.

Cash provided by operating activities was $21,331,814, while cash provided by investing activities was $1,968,144. Cash used in financing activities was $24,437,565, primarily due to repayments on the Revolving Loan and dividend payments.

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Chicago Atlantic had a working capital of $295,466,758 as of September 30, 2024. The company continues to focus on its investment strategy in the commercial mortgage real estate sector, particularly in the cannabis industry.

The filing also details various financial agreements, including amendments to the Revolving Loan and the issuance of unsecured notes due 2028.

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Chicago Atlantic does not anticipate changes to its dividend policy and declared a regular cash dividend of $0.47 per share for the third quarter of 2024.

This content was summarized by generative artificial intelligence using public filings retrieved from SEC.gov. The original data was derived from the Chicago Atlantic Real Estate Finance Inc. quarterly 10-Q report dated November 7, 2024. To report an error, please email earnings@qz.com.