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ACRE

Ares Commercial Real Estate

ACRE

Market cap $240M

4.33 USD

-0.01

0.23%

At close Updated Sep 15, 4:00 PM EDT

1 day

-0.23%

5 days

-2.91%

1 month

-6.28%

3 months

-9.79%

6 months

-10.54%

Year to date

-8.46%

1 year

-10.35%

5 years

-72.26%

10 years

-65.28%

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 25%

Neutral 50%

Negative 25%

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

ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS

Second quarter GAAP net income of $4.4 million or $0.08 per diluted common share and Distributable Earnings 1 of $6.9 million or $0.12 per diluted common share - Subsequent to the three months ended June 30, 2026 - Declared third quarter 2026 dividend of $0.15 per common share NEW YORK, Aug. 4, 2026 /PRNewswire/ -- Ares Commercial Real Estate Corporation (the "Company") (NYSE: ACRE), a specialty finance company primarily engaged in directly originating and investing in commercial real estate loans and related investments, reported generally accepted accounting principles ("GAAP") net income of $4.4 million or $0.08 per diluted common share and Distributable Earnings1 of $6.9 million or $0.12 per diluted common share for the second quarter of 2026. "We continue to make advancements in repositioning our portfolio, addressing risk rated 4 and 5 loans, and reducing office loans and REO properties, while investing in new loans," said Bryan Donohoe, Chief Executive Officer of Ares Commercial Real Estate Corporation.

ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS

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

NEW YORK, July 21, 2026 /PRNewswire/ -- Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the second quarter ended June 30, 2026 on Tuesday, August 4, 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 12:00 p.m.

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

Ares Commercial: High Safety Margin

Ares Commercial faces headwinds from loan losses and office market overexposure, resulting in two dividend cuts in three years. ACRE trades at a steep 50% discount to book value, reflecting investor skepticism about its distributable earnings and portfolio quality. The REIT has shrunk its office loan portfolio by 46% since Q1'23 but still underearns its dividend, with an 80% coverage ratio in Q1'26.

Ares Commercial: High Safety Margin

Zacks Investment Research

Implied Volatility Surging for Ares Commercial Real Estate Stock Options

Investors need to pay close attention to ACRE stock based on the movements in the options market lately.

Implied Volatility Surging for Ares Commercial Real Estate Stock Options

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