Ares Commercial Real Estate

ACRE

Market cap $293M

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.

Here is how Ares Commercial Real Estate (ACRE) and Apple Hospitality REIT (APLE) have performed compared to their sector so far this year.

Ares Commercial Real Estate Corporation successfully restored its dividend coverage in Q1 2026, silencing the bears who predicted another cut. The Macerich Company has completed $1.4 billion in asset sales, staying on track for its $2 billion deleveraging goal. Protect your capital by holding 42 different positions, allowing individual "missed shots" to be recovered by strong rebounds.

Here is how Ares Commercial Real Estate (ACRE) and BancFirst (BANF) have performed compared to their sector so far this year.

Here is how Ares Commercial Real Estate (ACRE) and Brookfield Asset Management (BAM) have performed compared to their sector so far this year.

Ares Commercial Real Estate is rated Hold as portfolio repositioning continues amid sector headwinds. ACRE has made progress reducing high-risk loans and office exposure, but distributable earnings still lag the dividend. The mREIT sector faces ongoing challenges from deteriorating office and multifamily markets, with CMBS delinquencies at record highs.

Ares Commercial Real Estate Corporation (ACRE) Q4 2025 Earnings Call Transcript

Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.15 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 $(3.9) million or $(0.07) per diluted common share and Distributable Earnings1 of $8.5 million or $0.15 per diluted common share for the fourth quarter of 2025. The Company reported.