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Ares Commercial Real Estate

ACRE

Market cap $186M

3.36 USD

-0.06

1.75%

At close Updated Oct 30, 4:00 PM EDT

Pre-market

After hours

3.36

0.00

0%

1 day

-1.75%

5 days

0.3%

1 month

-12.5%

3 months

-22.04%

6 months

-35.76%

Year to date

-28.96%

1 year

-23.81%

5 years

-78.85%

10 years

-74.39%

About: Ares Commercial Real Estate Corp is a specialty finance company and a real estate investment trust mainly engaged in originating and investing in commercial real estate (CRE) loans and related investments. It operates in one segment, namely originating and managing a diversified portfolio of CRE debt-related investments. The company recognizes the majority of its revenues in the form of interest income, which it receives from loans.

Employees: 2,100

Real Estate Mortgage REIT

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 45.5%

Neutral 45.5%

Negative 9.1%

ACORE CAPITAL Closes Second Opportunistic Credit Fund Above Target With $1.1 Billion of Commitments

NEW YORK--(BUSINESS WIRE)--ACORE CAPITAL, a leading U.S. commercial real estate investment manager, today announced the final close of ACORE Opportunistic Credit II (“AOC II”), its second dedicated fund for opportunistic credit investments with $1.1 billion of commitments, exceeding its $1 billion target. ACORE launched its Opportunistic Credit strategy in 2020 with ACORE Opportunistic Credit I, building on the firm's longstanding real estate credit platform, deep underwriting expertise and bor.

ACORE CAPITAL Closes Second Opportunistic Credit Fund Above Target With $1.1 Billion of Commitments

Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Third Quarter Ended September 30, 2026

NEW YORK, Oct. 23, 2026 /PRNewswire/ -- Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the third quarter ended September 30, 2026 on Friday, November 6, 2026 prior to the opening of the New York Stock Exchange. Ares Commercial Real Estate Corporation will hold its webcast/conference call on the same day at 10:00 a.m.

Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Third Quarter Ended September 30, 2026

How Rising Interest Rates Fuel Double-Digit Yields

While the 2022–2024 rate-hiking cycle triggered widespread commercial borrower distress, today's cycle mirrors 2015–2019: legacy weak credits have already been flushed out, allowing floating-rate lenders to capture interest income without it. ACRE benefits from higher benchmark rates, generating an incremental $1.4 million in annual Net Income (~$0.025/share) for every 50 bps increase in SOFR. PDI provides actively managed exposure across non-agency mortgages and high-yield credit, currently trading at a rare 7% discount to NAV – its widest discount since 2015.

How Rising Interest Rates Fuel Double-Digit Yields

The Motley Fool

Why I Trust ARCC's Nearly 10%-Yielding Dividend and Wouldn't Touch ACRE's Double-Digit Payout

Ares Commercial Real Estate has cut its dividend a couple of times in recent years due to troubled loans. Ares Capital Corporation has delivered more than 17 years of dividend stability and growth.

Why I Trust ARCC's Nearly 10%-Yielding Dividend and Wouldn't Touch ACRE's Double-Digit Payout

Dirt Cheap Income Opportunity, Generational Upside Potential, Yield +13%

Commercial borrowers faced intense debt-service pressure when floating rates surged against fixed cap rates; with rates now plateaued, the pace of new default formation has materially slowed. Non-recourse commercial mortgages grant lenders clear, established paths to take over physical collateral without destructive bankruptcy delays; mREITs have the flexibility to operate and lease foreclosed properties rather than fire-selling. The liquidation of Apollo Commercial's loan portfolio at 99.7% of book value conclusively demonstrated that secondary market +40% discounts vastly overestimate realized credit impairments.

Dirt Cheap Income Opportunity, Generational Upside Potential, Yield +13%

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Losers Of REIT Earnings Season

I'm Buying These 2 Dividend Payers In August

Neither a premium nor a discount is inherently "better." Trading at a premium provides an accretive growth engine, while deep discounts allow companies to deliver massive upside simply by avoiding further bad news. The Premium Engine at Work: CSWC's ability to issue equity at a premium to NAV added +$0.28 per share to book value, offsetting portfolio credit adjustments.

I'm Buying These 2 Dividend Payers In August

Ares Commercial Real Estate Q2 Earnings Call Highlights

Ares Commercial Real Estate NYSE: ACRE reported second-quarter 2026 GAAP net income of approximately $4.4 million, or $0.08 per diluted common share, while distributable earnings totaled about $6.9 million, or $0.12 per diluted common share.

Ares Commercial Real Estate Q2 Earnings Call Highlights

Ares Commercial Real Estate Corporation (ACRE) Q2 2026 Earnings Call Transcript

Ares Commercial Real Estate Corporation (ACRE) Q2 2026 Earnings Call Transcript

Ares Commercial Real Estate Corporation (ACRE) Q2 2026 Earnings Call Transcript

Zacks Investment Research

Ares Commercial Real Estate (ACRE) Tops Q2 Earnings and Revenue Estimates

Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to a loss of $0.51 per share a year ago.

Ares Commercial Real Estate (ACRE) Tops Q2 Earnings and Revenue Estimates

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