Sebastien Couvidat
Long only, value, contrarian, long-term horizon

Not All mREITs Are Created Equal, And Why Apollo Commercial Real Estate Finance (ARI) Is A Top Choice

Apollo Commercial Real Estate Finance (NYSE:ARI) is a mortgage real estate investment trust [mREIT] that originates and invests in commercial real estate mortgage loans and invests in commercial mortgage-backed securities [CMBS]. The initial IPO was completed on September 29, 2009, and this company has a rather short history. However ARI is externally managed by a subsidiary of Apollo Global Management (NYSE:APO), which has been around for 22 years and indirectly manages the better known residential mREIT Apollo Residential Mortgage (NYSE:AMTG). ARI belongs to a small category of mREITs that is often overlooked by retail investors: the commercial mREITs. Its competitors are, amongst others, Blackstone Mortgage Trust (NYSE:BXMT), Ares Commercial Real Estate (NYSE:...

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