Alternative investment manager Ares Management has agreed to buy real-estate investment trust Whitestone REIT in an all-cash transaction valued at about $1.7 billion.
ARES, APO, BLK, BX and OWL face pressure as $13B in private credit exits strain liquidity, leaving $4.6B trapped and exposing cracks in the $2T market.
Ares Management has begun limiting withdrawals from its Strategic Income Fund as redemption requests rise across the private credit industry.
Advent International L.P. decreased its stake in shares of Ares Management Corporation (NYSE: ARES) by 76.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,735 shares of the asset manager's stock after selling 120,800 shares during the period. Ares
I'm deploying cash into high-quality BDCs, alternative asset managers, and select ETFs to lock in attractive, sustainable yields after a sentiment-driven selloff. ARES, BX, and BAM offer scale, strong management, and secular growth in alternatives, with current valuations reflecting panic rather than fundamentals. HTGC and TRIN present double-digit yields with robust underwriting, low non-accruals, and discounted valuations, despite limited evidence of credit stress.
Ares Management Corporation (ARES) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript
Ares Management offers a compelling mix of income and growth, trading roughly 30% off highs with a 4.8% yield and strong fee growth. ARES benefits from its origination-led model, high asset selectivity, and minimal direct credit risk, supporting double-digit annual fee and dividend growth. Western Midstream remains undervalued, yielding 8.8% with a robust business model, integrated water assets, and a distributable cash flow yield of 11%.
The recent spike in private credit redemptions highlights the risks in bringing higher-yielding, illiquid assets into the mainstream retail wealth space. But Blackstone COO Jon Gray told CNBC that most investors do understand the product.
A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Yields are near historic highs while long-term growth engines remain fully intact. The disconnect between sentiment and fundamentals may be creating a rare opportunity.
Ares Management signals accelerating 2026 deal momentum with record pipeline and reaffirms double-digit growth targets.
AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.
Ares is upgraded to Strong Buy after a post-earnings selloff, despite record fundraising and AUM surpassing $600B. ARES reported a double-miss on Q4 EPS and revenue but delivered robust year-over-year growth and hiked its dividend by 20%, pushing yield near 4%. Wealth management AUM surged 69% to $66B, and real assets more than doubled, positioning ARES for growth in retail and infrastructure markets.