ACRE vs IVR
ACRE: A REIT that directly originates and invests in commercial real estate debt for borrowers underserved by traditional banks, managed by Ares Management Corporation. IVR: An externally managed mortgage REIT that invests in Agency and non-Agency residential and commercial mortgage-backed securities to generate risk-adjusted returns.
Side-by-side fundamentals
| Metric | ACRE | IVR | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $4.57 | $7.85 | |
| Market cap as of 2026-07-23 | $253M | $731M | |
| P/E as of 2026-07-23 | n/a | 11.83 | |
| PEG as of 2026-07-23 | -0.28 | -1.29 | IVR lower |
| Net margin as of 2026-07-23 | -16.9% | +24.9% | IVR higher |
| Gross margin as of 2026-07-23 | +37.1% | +29.2% | ACRE higher |
| Operating margin as of 2026-07-23 | -16.8% | +26.1% | IVR higher |
| ROE as of 2026-07-23 | -3.9% | +7.8% | IVR higher |
| ROA as of 2026-07-23 | -1.3% | +1.0% | IVR higher |
| Debt / equity as of 2026-07-23 | 2.58 | 6.09 | ACRE lower |
| Revenue growth (YoY) as of 2026-07-23 | -27.0% | -14.9% | IVR higher |
| Revenue CAGR (3y) SEC XBRL | -19.9% | n/a | |
| Dividend yield as of 2026-07-23 | +13.1% | +18.3% | IVR higher |
| Dividend streak (yrs) SEC XBRL | 1 | 1 | Tie |
| Beta as of 2026-07-23 | 1.22 | 1.57 | |
| 1-year return as of 2026-07-22 close | +0.4% | +6.5% | IVR higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.