United States securities and exchange commission logo
September 29, 2023
Anastasia Mironova
Chief Financial Officer
Apollo Commercial Real Estate Finance, Inc.
c/o Apollo Global Management, Inc.
9 West 57th Street , 42nd Floor
New York , NY 10019
Re: Apollo Commercial
Real Estate Finance, Inc.
Form 10-K for the
year ended December 31, 2022
Filed February 8,
2023
File No. 001-34452
Dear Anastasia Mironova:
We have limited our review of your filing to the financial
statements and related
disclosures and have the following comments. In some of our comments, we
may ask you to
provide us with information so we may better understand your disclosure.
Please respond to these comments within ten business days by
providing the requested
information or advise us as soon as possible when you will respond. If
you do not believe our
comments apply to your facts and circumstances, please tell us why in
your response.
After reviewing your
response to these comments, we may have additional comments.
Form 10-K for the year ended December 31, 2022
Item 7. Management's Discussion and Analysis of Financial Condition and
Results of Operations
Book Value Per Share, page 47
1. We note your
reconciliation of the changes in book value per share from December 31,
2021 to December 31,
2022, and note the line item Earnings in excess of dividends
appears to represent
something other than Net income less Dividends declared during
2022. Please clarify
what this line item represents.
Item 8. Financial Statements and Supplementary Data
Note 4 - Commercial Mortgage Loans, Subordinate Loans and Other Lending
Assets, Net
Risk Rating, page 69
2. We note your disclosure
that your risk ratings are based on a variety of factors, some of
Anastasia Mironova
Apollo Commercial Real Estate Finance, Inc.
September 29, 2023
Page 2
which are discussed within this footnote. Please tell us what
consideration you have given
to expanding this discussion to include additional information about
the factors that
influence your ratings, including, but not limited to, loan-to-value
ratios and debt yields.
In closing, we remind you that the company and its management are
responsible for the
accuracy and adequacy of their disclosures, notwithstanding any review,
comments, action or
absence of action by the staff.
You may contact Eric McPhee at 202-551-3693 or Isaac Esquivel at
202-551-3395 with
any questions.
FirstName LastNameAnastasia Mironova Sincerely,
Comapany NameApollo Commercial Real Estate Finance, Inc.
Division of Corporation
Finance
September 29, 2023 Page 2 Office of Real Estate &
Construction
FirstName LastName