Ares Commercial Real Estate Corporation (ACRE)
Ares Commercial Real Estate Corporation (ACRE) Q3 2025 Earnings Call Transcript
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 Presentation Operator Good morning, and welcome to Ares Commercial Real Estate Corporation's Third Quarter Earnings Conference Call. [Operator Instructions].
Ares Commercial Real Estate (ACRE) Surpasses Q3 Earnings and Revenue Estimates
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of a loss of $0.09 per share. This compares to earnings of $0.07 per share a year ago.
Ares Commercial Real Estate Corporation (ACRE) Q2 2025 Earnings Call Transcript
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 Division Douglas Michael Harter - UBS Investment Bank, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Thomas Catherwood - Unidentified Company Operator Good afternoon, everyone.
Ares Commercial: Yield To Live Like A Millionaire, If You Started Off A Billionaire
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) Reports Q2 Loss, Lags Revenue Estimates
Ares Commercial Real Estate (ACRE) came out with a quarterly loss of $0.51 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to a loss of $0.12 per share a year ago.
Ares Commercial: Are The Distribution Cuts Over?
Ares Commercial Real Estate Corporation is a small mortgage REIT run by a growing, reputable alternative investment manager. ACRE's small size, high office loan exposure, and inability to cover dividends with earnings present significant risks for income investors. ACRE pays a quarterly dividend yielding 13.54%, going ex-dividend around 9/30.
Big Income Opportunities In The CRE REIT Meltdown
How is credit risk impacting the companies within this sector? Is there gold to be found, or are there only landmines? We answer both by using two examples.
Tariffs On, Tariffs Off
US equity markets rallied this week, capping off the best monthly gains since November 2023, as investors weighed encouraging inflation data against a whipsaw of court rulings on tariffs. Extending the on-again-off-again tariff saga, a trade court ruled that the tariffs were procedurally invalid, but an Appeals court paused the block, likely sending the decision to the Supreme Court. Rebounding from declines of 2.6% last week, the S&P 500 rallied 1.8% this week, closing within 4% of its February record highs.
What Makes Ares Commercial Real Estate (ACRE) a New Strong Buy Stock
Ares Commercial Real Estate (ACRE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Ares Commercial: A Contrarian Investment Pick For 2025
Ares Commercial's business showed stabilization in Q1 with no realized loan losses and progress in debt reduction, signaling a potential turnaround. Despite not fully covering its dividend with distributable earnings, the REIT's improving trajectory suggests positive dividend coverage could return soon. Shares trade at a significant discount to book value, presenting a compelling rebound opportunity for 2025 as the business stabilizes.
Ares Commercial Real Estate Corporation (ACRE) Q1 2025 Earnings Call Transcript
Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q1 2025 - Earnings Conference Call May 7, 2025 12:00 PM ET Company Participants John Stilmar - MD, IR Bryan Donohoe - CEO Jeff Gonzales - CFO Conference Call Participants Rick Shane - JPMorgan Steve Delaney - Citizens JMP Jade Rahmani - KBW Operator Good afternoon. Welcome to Ares Commercial Real Estate Corporation's First Quarter Earnings Conference Call.
Ares Commercial Real Estate (ACRE) Beats Q1 Earnings Estimates
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.62 per share a year ago.
