Apollo Commercial Real Estate Finance, Inc (ARI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Today's conference call and webcast may include forward-looking statements and projections. and we ask that you refer to our most recent filings with the SEC for important factors that could cause actual results to differ materially from these statements and projections. In addition, we will be discussing certain non-GAAP measures on this call, which management believes are relevant to assessing the company's financial performance. These measures are reconciled to GAAP figures in our earnings presentation, which is available in the stockholders section of our website. We do not undertake any obligation to update our forward-looking statements or projections unless required by law. To obtain copies of our latest SEC filings, please visit our website at www.apollocreft.com or call us at 212-515-3200. At this time, I'd like to turn the call over to the company's Chief Executive Officer, Stuart Rothstein. Thank you, Operator. Good morning and thank you for joining us on the Apollo Commercial Real Estate Finance fourth quarter and full year 2025 earnings call. I am joined today by Anastasia Maranova, our Chief Financial Officer. In light of our recent announcement to sell ARI's loan portfolio to Athene and the subsequent call we hosted on January 28th, I will provide a brief update on the four REO assets ARI will retain, and then we'll turn the call over to Anastasia to review our Q4 financial results. ARI continues to actively manage its real estate-owned portfolio with a clear focus on improving run rate, cash flow, and maximizing value at exit. With respect to the Brook, which as a reminder is a newly built Class A multifamily tower with 591 residential units and approximately 20,000 square feet of ground floor retail in Brooklyn, New York, The current the property is ...