Ares Commercial Real Estate Corporation Stock News

Ares Commercial Real Estate Corporation faces ongoing challenges with distressed loans and a shrinking portfolio, despite a high 11.9% dividend yield. ACRE trades at a 50% discount to tangible book value, but risks from maturing bank debt and low loan yields outweigh potential upside. The company's focus on portfolio stabilization and safer financing is critical, as further dividend cuts are li...

Ares Commercial Real Estate Corporation ( ACRE ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants John Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Bryan Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer Conference Call Participants Steve Delaney Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presen...

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 assets, reported generally accepted accounting principles (“GAAP”) net income of $4.7 million or $0.08 per diluted common share and Distributable Earnings(1) of $5.5 million or $0.10 per dilu...

NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the third quarter ended September 30, 2025 on Friday, November 7, 2025 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. Eastern Time to discuss its third qu...

Ares Commercial failed to cover its dividend with distributable EPS in Q2'25 due to significant loan losses, mainly from its troubled office loan portfolio. Despite reducing office loan exposure, high non-accruals and realized loan losses continue to pressure earnings and dividend coverage ratios. ACRE shares trade at a steep 51% discount to NAV, reflecting persistent dividend underperformance ...

Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q2 2025 Earnings Conference Call August 5, 2025 12:00 PM ET Company Participants Bryan Patrick Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer John W. Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Conference Call Participants Christopher Muller - Citizens JMP Securities, LLC, Research Di...

ACRE's chronic loan defaults and poor underwriting make it the top mortgage REIT to avoid, despite recent distribution cuts. Recent results show a record distributable earnings loss, with only 9 cents per share versus a 15-cent distribution. Balance sheet leverage is lower, but another large office loan is distressed, and interest margins have collapsed nearly 50% year-over-year.

Ares Commercial Real Estate (ACRE 1.80%), a specialty finance company focused on commercial real estate lending, reported its financial results for the second quarter of fiscal 2025 on August 4, 2025. The main news in this release was Non-GAAP earnings per share coming in at $(0.51), well below the analyst consensus of $0.00 non-GAAP EPS.