Apollo Commercial Real Estate Finance : Investor Presentation- May 2025

Published: 2025-05-13 17:14:05 ET ARI

Published on 05/13/2025 at 17:14

Apollo Commercial Real Estate Finance

May 2025

Unless otherwise noted, information as of March 31, 2025.

It should not be assumed that investments made in the future will be profitable or will equal the performance of the investments shown in this document.

Apollo Commercial Real Estate Finance

$1.4B

Apollo Commercial Real Estate Finance, Inc. (NYSE:ARI) is a LEADING COMMERCIAL MORTGAGE REIT focused on originating SENIOR MORTGAGES and SUBORDINATE LOANS collateralized by a variety of property types and geographies throughout the UNITED STATES, the UNITED KINGDOM and WESTERN EUROPE.

$26B

Total Capital Deployed

Since 2009

Global CRE Debt

$7.7B

Portfolio

Equity Market Capitalization1

10.5%

Dividend Yield1,(a)

a) Dividend yield based upon closing share price on May 2, 2025 and the Q1 dividend of $0.25 per share of common stock, annualized.

See footnotes on page 22 3

A History of Success Centered on Four Key Factors

1

APOLLO2 SPONSORSHIP

High-growth global alternative asset manager with ~$785B of AUM3

Integrated asset management platform with a focus on three strategies - Equity, Credit and Real Assets

50+ CRE debt investment professionals in 4 global offices

~$101B of capital deployed through CRE debt platform;

$26B for ARI

2

3

4

a) Includes cash, loan proceeds held by servicer and available leverage on secured debt arrangements

4

See footnotes on page 22

Apollo Real Estate Credit Platform Overview

~$100B+

Total Capital Invested Since 2009

$61B+

Global Assets Under Management

$16B+

2024 Global Loan

Originations

50+

Investment

Professionals

Platform Highlights

Select Borrower Relationships

1

Vertically integrated, with full-scale real estate loan origination, structuring and asset management capabilities

2

First-call relationships with leading global real estate sponsors, owners, operators, brokers and like-minded lenders

3

Sixteen-year track record of lending across all major property types and geographies within the U.S. and Western Europe

4

Ability to offer flexible capital solutions, including fixed and floating rate, senior and subordinate loans and commit in size

As of December 31, 2024. Subject to change at any time without notice. Please see the Risk Factors and Definitions for important information regarding AUM. This presentation contains trade names, trademarks, and service marks of

companies which (i) neither Apollo nor Apollo funds own or (ii) are investments of Apollo or one or more Apollo funds. We do not intend our use or display of these companies' trade names, trademarks or service marks to imply a 5

relationship with, or endorsement or sponsorship of us by, such companies.

Disclaimer

Apollo Commercial Real Estate Finance Inc. published this content on May 13, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 13, 2025 at 21:13 UTC.