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REFI vs. WPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
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REFI vs. WPC

Last updated May 11, 2025

Compare and contrast key facts about Chicago Atlantic Real Estate Finance, Inc. (REFI) and W. P. Carey Inc. (WPC).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REFI or WPC.

Correlation

The correlation between REFI and WPC is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

REFI vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chicago Atlantic Real Estate Finance, Inc. (REFI) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

REFI:

0.57

WPC:

0.64

Sortino Ratio

REFI:

0.70

WPC:

1.03

Omega Ratio

REFI:

1.10

WPC:

1.13

Calmar Ratio

REFI:

0.50

WPC:

0.46

Martin Ratio

REFI:

1.69

WPC:

1.86

Ulcer Index

REFI:

4.38%

WPC:

7.35%

Daily Std Dev

REFI:

16.21%

WPC:

21.23%

Max Drawdown

REFI:

-26.55%

WPC:

-52.45%

Current Drawdown

REFI:

-4.90%

WPC:

-16.47%

Fundamentals

Market Cap

REFI:

$313.88M

WPC:

$13.53B

EPS

REFI:

$1.88

WPC:

$1.94

PE Ratio

REFI:

7.96

WPC:

31.86

PS Ratio

REFI:

5.53

WPC:

8.48

PB Ratio

REFI:

1.01

WPC:

1.61

Total Revenue (TTM)

REFI:

$43.39M

WPC:

$1.60B

Gross Profit (TTM)

REFI:

-$949.27M

WPC:

$1.30B

EBITDA (TTM)

REFI:

-$2.69B

WPC:

$1.40B

Returns By Period

In the year-to-date period, REFI achieves a 0.16% return, which is significantly lower than WPC's 15.07% return.

REFI

YTD

0.16%

1M

11.72%

6M

1.76%

1Y

8.71%

5Y*

N/A

10Y*

N/A

WPC

YTD

15.07%

1M

8.88%

6M

12.32%

1Y

12.42%

5Y*

6.55%

10Y*

6.17%

*Annualized

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Risk-Adjusted Performance

REFI vs. WPC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
REFI
The Risk-Adjusted Performance Rank of REFI is 6666
Overall Rank
The Sharpe Ratio Rank of REFI is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of REFI is 5757
Sortino Ratio Rank
The Omega Ratio Rank of REFI is 5757
Omega Ratio Rank
The Calmar Ratio Rank of REFI is 7373
Calmar Ratio Rank
The Martin Ratio Rank of REFI is 7171
Martin Ratio Rank
WPC
The Risk-Adjusted Performance Rank of WPC is 7070
Overall Rank
The Sharpe Ratio Rank of WPC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of WPC is 6767
Sortino Ratio Rank
The Omega Ratio Rank of WPC is 6464
Omega Ratio Rank
The Calmar Ratio Rank of WPC is 7171
Calmar Ratio Rank
The Martin Ratio Rank of WPC is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

REFI vs. WPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Chicago Atlantic Real Estate Finance, Inc. (REFI) and W. P. Carey Inc. (WPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current REFI Sharpe Ratio is 0.57, which is comparable to the WPC Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of REFI and WPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

REFI vs. WPC - Dividend Comparison

REFI's dividend yield for the trailing twelve months is around 13.76%, more than WPC's 5.69% yield.

TTM20242023202220212020201920182017201620152014
REFI
Chicago Atlantic Real Estate Finance, Inc.		13.76%13.36%13.41%13.93%1.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WPC
W. P. Carey Inc.		5.69%6.41%6.17%5.43%5.13%5.91%5.17%6.26%5.82%6.65%6.49%5.26%

Drawdowns

REFI vs. WPC - Drawdown Comparison

The maximum REFI drawdown since its inception was -26.55%, smaller than the maximum WPC drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for REFI and WPC. For additional features, visit the drawdowns tool.

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Volatility

REFI vs. WPC - Volatility Comparison

The current volatility for Chicago Atlantic Real Estate Finance, Inc. (REFI) is 5.09%, while W. P. Carey Inc. (WPC) has a volatility of 6.83%. This indicates that REFI experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

REFI vs. WPC - Financials Comparison

This section allows you to compare key financial metrics between Chicago Atlantic Real Estate Finance, Inc. and W. P. Carey Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.00100.00M200.00M300.00M400.00M500.00MJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
13.90M
409.84M
(REFI) Total Revenue
(WPC) Total Revenue
Values in USD except per share items

REFI vs. WPC - Profitability Comparison

The chart below illustrates the profitability comparison between Chicago Atlantic Real Estate Finance, Inc. and W. P. Carey Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
40.0%50.0%60.0%70.0%80.0%90.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
90.7%
93.4%
(REFI) Gross Margin
(WPC) Gross Margin
REFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported a gross profit of 12.62M and revenue of 13.90M. Therefore, the gross margin over that period was 90.7%.

WPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.

REFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported an operating income of -1.29M and revenue of 13.90M, resulting in an operating margin of -9.3%.

WPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.

REFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported a net income of 7.92M and revenue of 13.90M, resulting in a net margin of 57.0%.

WPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.