Apollo Commercial Real Estate Finance (ARI) offers income investors a combination of high recurring dividend income and capital upside in a rising rate environment. The real estate finance company reported strong loan origination growth in the fourth quarter, which reflects robust conditions in the commercial real estate market. The company's large allocation of funds to variable-rate loans is a key asset during the current rate hiking cycle. An investment in Apollo Commercial Real Estate Finance yields 10 percent.
Apollo Commercial Real Estate Finance's shares dropped in February - in-line with the broader stock