John Nicodemus's questions to Apollo Commercial Real Estate Finance Inc (ARI) leadership • Q2 2025
Question
John Nicodemus of BTIG asked for the outlook on the commercial real estate transaction market through year-end and inquired if ARI is considering extending portfolio duration through investments like triple-net leases or securities.
Answer
President, CEO & Director Stuart Rothstein confirmed that CRE transaction activity has picked up and expects the market to remain robust through year-end, providing ample opportunities for ARI. Regarding strategy, he stated that while the team monitors opportunities in net lease and securities, there is no meaningful shift in ARI's core lending strategy expected in the near term.