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Posted by
Two Blokes May 1 -
Filed in
Stock
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Apollo Commercial Real Estate Finance's dividend payout ratio exceeded 100% in 1Q25, raising short-term dividend sustainability concerns despite a minor earnings miss. The trust's portfolio grew to $7.7 billion, with a focus on first mortgage loans, but net interest income decreased by 18% YoY. Apollo Commercial Real Estate Finance trades at a 30% discount to book value, offering a favorable risk/reward for passive income investors if credit quality remains stable.
