ARES COMMERCIAL REAL ESTATE REIT C (ACRE)
Financials · Commercial real estate lending and debt REIT · NYSE
A REIT that directly originates and invests in commercial real estate debt for borrowers underserved by traditional banks, managed by Ares Management Corporation.
What ARES COMMERCIAL REAL ESTATE REIT C does
Ares Commercial Real Estate Corporation (ACRE) is a specialty finance company and REIT that directly originates and invests in commercial real estate (CRE) loans and related debt investments. The company targets borrowers seeking customized financing solutions for properties whose capital needs are not being met by traditional bank or capital markets sources. ACRE is externally managed by Ares Commercial Real Estate Management LLC (ACREM), a subsidiary of Ares Management Corporation, and maintains a diversified portfolio of CRE debt across multiple property types including office, multifamily, industrial, retail, and hospitality.
Themes: ["Commercial real estate lending","CRE debt investments","Direct origination platforms","REIT / real estate finance","Alternative lending / non-bank capital"]
Fundamentals
- Price$4.43 as of 2026-07-09 close
- Market cap$246M as of 2026-07-10
- 1-year return-7.9% as of 2026-07-09 close
- Net margin-16.9% as of 2026-07-10
- Gross margin+37.1% as of 2026-07-10
- ROE-3.9% as of 2026-07-10
- Debt / equity2.58 as of 2026-07-10
- Revenue growth (YoY)-27.0% as of 2026-07-10
- Revenue CAGR (3y)-19.9% SEC XBRL
- Beta1.23 as of 2026-07-10
Dividend: yield +13.5%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Rising interest rates and credit spreads pose refinancing challenges for borrowers; commercial mortgage loans requiring refinancing could face higher costs or default if capital is unavailable","Weak office property market dynamics and elevated rates of default or decreased recovery rates on CRE loans could reduce portfolio value and cash flow collectability","Dependence on Ares Management for origination and portfolio management; inability to source suitable investments or access debt and equity capital markets could impair growth and distribution capacity"]
Competitors & peers
- Blackstone Mortgage Trust (BRG)
- Starwood Property Trust (STWD)
- CBOE Global Markets / Hercules Capital
- Invesco Mortgage Capital (IVR)
- Ready Capital Corporation (RDY)
- Ellington Residential Mortgage REIT (EARN)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.