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 Corporation (ACRE) Q2 2026 Earnings Call Transcript
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 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.
Investors need to pay close attention to ACRE stock based on the movements in the options market lately.
ACRE, CWST and CCAP have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2026.
APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.
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.
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.