CDFIs have solid 2025 operating results, showing resilience despite numerous challenges. While capital foundations remain strong, growth appears to slow. CDFI Loan Funds Trends Report based on December 31, 2025 Financial Data 2025 was a difficult year for CDFIs and the communities they serve. While the entire economy suffered from [...]

THE CALM BEFORE THE STORM With solid foundations, CDFI Loan Funds head into unprecedented turbulence for the industry and its markets. CDFI Loan Funds Trends Report based on December 31, 2024 Financial Data As of December 31, 2024, CDFIs had strong capital structures, with solid net asset levels and manageable leverage. CDFI [...]

CDFI Loan Funds continue to be a stable force for community development impacts during economic uncertainty. CDFI Loan Funds Trends Report for December 31, 2023 As of December 31, 2023, CDFI loan funds (CDFIs) continue to grow and perform despite high market interest rates and an uncertain and turbulent economy, [...]

CDFI Loan Funds Financial Performance: Back to the Future CDFI Loan Funds Trends Report for Q2 2023 As of June 30, 2023, CDFI loan funds lending activity and portfolio performance returned to pre-pandemic levels. Median loan portfolios, (excluding Paycheck Protection Program [PPP] loans), which had flattened or decreased during the pandemic, once again showed [...]

CDFI loan funds have emerged from the pandemic strong and ready to meet the next challenges and opportunities CDFI Loan Funds Trends Report for 12/31/2022 Aeris’ most recent industry data analysis found that CDFI loan funds’ Median Operating Surpluses have moderated through calendar year end (CYE) 2022, after reaching record [...]