Geopolitics Alpha

Rising interest rates cool real estate market

Published . Updated .

Rising interest rates cool real estate market Belga Share

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • 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, estate, real. 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
TLT———————
IEF-0.35%+0.01%—+0.12%+0.30%+1.02%+1.10%
SHY———————
SPY———————
JPM-0.96%-0.92%—-0.91%+0.22%+0.29%+1.53%
BAC-0.84%-1.80%—-1.14%-5.79%-5.30%-6.13%
GS+0.35%-1.38%—-0.25%-1.74%-0.35%-1.54%
XLF———————
KRE———————
ARI-0.79%-0.95%—+2.06%+0.16%+1.75%+1.27%

Rising interest rates cool real estate market Belga Share

Source: Belga Share

Apollo Commercial Real Estate Finance (ARI) since “Rising interest rates cool real estate market,” compared with the market

Since the first closing price after “Rising interest rates cool real estate market,” Apollo Commercial Real Estate Finance (ARI) is +0.16%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.55% difference versus the market.

CompanyWhenMoveStatus
Apollo Commercial Real Estate Finance (ARI)that day+2.06%final price
Apollo Commercial Real Estate Finance (ARI)the next day+0.16%final price
Apollo Commercial Real Estate Finance (ARI)two days later+1.75%final price
Apollo Commercial Real Estate Finance (ARI)three days later+1.27%final price
Apollo Commercial Real Estate Finance (ARI)three days earlier-0.95%final price
Apollo Commercial Real Estate Finance (ARI)five days earlier-0.79%final price
BACthat day-1.14%final price
BACthe next day-5.79%final price
BACtwo days later-5.30%final price
BACthree days later-6.13%final price
BACthree days earlier-1.80%final price
BACfive days earlier-0.84%final price
GSthat day-0.25%final price
GSthe next day-1.74%final price
GStwo days later-0.35%final price
GSthree days later-1.54%final price
GSthree days earlier-1.38%final price
GSfive days earlier+0.35%final price
Ishares Tr (IEF)that day+0.12%final price
Ishares Tr (IEF)the next day+0.30%final price
Ishares Tr (IEF)two days later+1.02%final price
Ishares Tr (IEF)three days later+1.10%final price
Ishares Tr (IEF)three days earlier+0.01%final price
Ishares Tr (IEF)five days earlier-0.35%final price
JPMthat day-0.91%final price
JPMthe next day+0.22%final price
JPMtwo days later+0.29%final price
JPMthree days later+1.53%final price
JPMthree days earlier-0.92%final price
JPMfive days earlier-0.96%final price
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

    In “Rising interest rates cool real estate market,” Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, high confidence. Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. 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

    In “Rising interest rates cool real estate market,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, high confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. 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 “Rising interest rates cool real estate market,” Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, high confidence. Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACRE Ares Commercial Real Estate

    In “Rising interest rates cool real estate market,” Ares Commercial Real Estate (ACRE) is linked, with no stored direction, high confidence. Reason on file: GA selected ACRE as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FREL Fidelity Covington Tr Msci Real Estate

    In “Rising interest rates cool real estate market,” Fidelity Covington Tr Msci Real Estate (FREL) is linked, with no stored direction, high confidence. Reason on file: GA selected FREL as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IGR Cbre Global Real Estate Income Fund

    In “Rising interest rates cool real estate market,” Cbre Global Real Estate Income Fund (IGR) is linked, with no stored direction, high confidence. Reason on file: GA selected IGR as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XLF Select Sector Spdr Tr

    Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Rising interest rates cool real estate market.” Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

  • KRE Spdr Series Trust

    For “Rising interest rates cool real estate market,” Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

How “Rising interest rates cool real estate market” reaches Apollo Commercial Real Estate Finance (ARI)

Apollo Commercial Real Estate Finance (ARI) is the company in “Rising interest rates cool real estate market,” the 13 Oct 2026 this story story.

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

Also listed, KKR Real Estate Finance Trust (KREF): GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. 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.

How solid “Rising interest rates cool real estate market” looks

46 out of 100

“Rising interest rates cool real estate market” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.