Geopolitics Alpha

30-year fixed mortgage rate jumps sharply Thursday to 7.45%

Published . Updated .

The 30-year fixed rate surged to 7.45%, the highest level since April 2024 as bonds sold off and yields rose.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ARI APOLLO COML REAL ESTATE FIN COM

    GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • KREF KKR REAL ESTATE FIN TR INC COM

    GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • REFI CHICAGO ATLANTIC REAL ESTATE F COM

    GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ATHS ATHENE HLDG LTD FIXED RATE 7.2

    GA selected ATHS as a RELATED security because its canonical security name directly matches this event's themes: fixed, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF

    GA selected GHI as a RELATED security because its canonical security name directly matches this event's themes: housing. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LRE LEAD REAL ESTATE CO LTD

    GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ARI———————
KREF———————
REFI———————
ATHS———————
GHI———————
LRE———————

The 30-year fixed rate surged to 7.45%, the highest level since April 2024 as bonds sold off and yields rose.

Source: CNBC Top

Apollo Commercial Real Estate Finance (ARI) since this story, compared with the market

Since the first closing price after “30-year fixed mortgage rate jumps sharply Thursday to 7.45%,” Apollo Commercial Real Estate Finance (ARI) is +1.44%. The S&P 500 fund (SPY) is -0.62% over the same days, a +2.06% difference versus the market.

ARI
SPY

Who gains and who loses around Apollo Commercial Real Estate Finance (ARI)

Companies carried with this story

  • ARI Apollo Commercial Real Estate Finance

    Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “30-year fixed mortgage rate jumps sharply Thursday to 7.45%.” Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KREF KKR Real Estate Finance Trust

    For “30-year fixed mortgage rate jumps sharply Thursday to 7.45%,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, medium confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • REFI Chicago Atlantic Real Estate Finance

    For “30-year fixed mortgage rate jumps sharply Thursday to 7.45%,” Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, medium confidence. Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATHS Athene Holding

    In “30-year fixed mortgage rate jumps sharply Thursday to 7.45%,” Athene Holding (ATHS) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATHS as a RELATED security because its canonical security name directly matches this event's themes: fixed, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GHI Greystone Housing Impact Investors

    Greystone Housing Impact Investors (GHI) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “30-year fixed mortgage rate jumps sharply Thursday to 7.45%.” Reason on file: GA selected GHI as a RELATED security because its canonical security name directly matches this event's themes: housing. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LRE Lead Real Estate

    Lead Real Estate (LRE) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “30-year fixed mortgage rate jumps sharply Thursday to 7.45%.” Reason on file: GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “30-year fixed mortgage rate jumps sharply Thursday to 7.45%” reaches Apollo Commercial Real Estate Finance (ARI)

The 24 Sep 2026 story “30-year fixed mortgage rate jumps sharply Thursday to 7.45%” names Apollo Commercial Real Estate Finance (ARI) because of this story.

What ties Apollo Commercial Real Estate Finance (ARI) to the headline is this: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, KKR Real Estate Finance Trust (KREF), is listed for a different reason: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Apollo Commercial Real Estate Finance (ARI)

ARI traded between 6.12 and 6.50 across 20 sessions. The latest close on file is 6.33. KREF traded between 5.51 and 6.85 across 20 sessions. The latest close on file is 5.69. REFI traded between 8.77 and 10.93 across 20 sessions. The latest close on file is 8.78.

What the saved facts support for Apollo Commercial Real Estate Finance (ARI)

46 out of 100

“30-year fixed mortgage rate jumps sharply Thursday to 7.45%” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.