Ares Commercial Real Estate

ACRE

Market cap $279M

10%-plus yielding stocks are very popular. But most such stocks tend to destroy long-term wealth. A balanced 6–8% yield strategy usually wins.

Some popular REITs still offer big yields, but the coverage is weak. Mortgage REITs remain exposed to pandemic-era loans gone wrong.

Temporary vacancies and foreclosures crash REIT stock prices, creating a window to buy valuable real estate at a steep discount. Medical Properties Trust has moved past the Steward bankruptcy, with replacement tenants restoring the cash flow pipeline. After defensively shrinking its portfolio, Ares Commercial Real Estate is aggressively leveraging back up (from 1.1x to 1.9x) to drive earnings.

Ares Commercial Real Estate NYSE: ACRE reported a first-quarter loss as higher credit reserves tied to two large troubled loans weighed on results, while management said it continued to reshape the portfolio through new originations, asset resolutions and reduced office exposure.

Ares Commercial Real Estate Corporation (ACRE) Q1 2026 Earnings Call Transcript

Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.13 per share a year ago.

NEW YORK--(BUSINESS WIRE)--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 (loss) of $(9.6) million or $(0.17) per diluted common share and Distributable Earnings1 of $3.2 million or $0.06 per diluted common share for the first quarter of 2026. “Supported by stable c.

NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the first quarter ended March 31, 2026 on Thursday, May 7, 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. Eastern Time to discuss its first quarter ended March 31, 2026 financial results. All interested parties are invited to participate via telephone.

Every real estate cycle produces its own mythology. This one gave us the “death of the office,” the “collapse of private credit,” and the idea that “artificial intelligence was about to render half the real estate ecosystem obsolete.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.