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.

seekingalpha.com - 2026-07-11 10:40:46

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

zacks.com - 2026-06-23 11:31:34

ACRE, CWST and CCAP have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2026.

zacks.com - 2026-06-16 05:10:16

APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.

zacks.com - 2026-06-09 07:31:10

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.

seekingalpha.com - 2026-05-17 10:15:00

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.

marketbeat.com - 2026-05-09 05:07:23

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

seekingalpha.com - 2026-05-07 14:11:26

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.

zacks.com - 2026-05-07 08:46:29

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.

businesswire.com - 2026-05-07 06:00:00

BrightSpire (BRSP) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.16 per share a year ago.

zacks.com - 2026-04-28 20:01:33

Ares Commercial Real Estate (NYSE: ACRE - Get Free Report) and CV (OTCMKTS:CVHL - Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their earnings, profitability, valuation, risk, dividends, analyst recommendations and institutional ownership. Insider and Institutional Ownership 41.3% of Ares

defenseworld.net - 2026-04-27 01:28:46

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.

businesswire.com - 2026-04-23 16:30:00