ACRE vs KREF
ACRE: A REIT that directly originates and invests in commercial real estate debt for borrowers underserved by traditional banks, managed by Ares Management Corporation. KREF: An externally-managed REIT specializing in senior loans for institutional-quality commercial real estate, sponsored by KKR.
Side-by-side fundamentals
| Metric | ACRE | KREF | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $4.26 | $6.96 | |
| Market cap as of 2026-08-03 | $236M | $408M | |
| PEG as of 2026-08-03 | -0.26 | -0.01 | ACRE lower |
| Net margin as of 2026-08-03 | -16.9% | -44.6% | ACRE higher |
| Gross margin as of 2026-08-03 | +37.1% | +28.8% | ACRE higher |
| Operating margin as of 2026-08-03 | -16.8% | -45.5% | ACRE higher |
| ROE as of 2026-08-03 | -3.9% | -16.7% | ACRE higher |
| ROA as of 2026-08-03 | -1.3% | -2.8% | ACRE higher |
| Debt / equity as of 2026-08-03 | 2.58 | 4.63 | ACRE lower |
| Revenue growth (YoY) as of 2026-08-03 | -27.0% | -19.3% | KREF higher |
| Revenue CAGR (3y) SEC XBRL | -19.9% | n/a | |
| Dividend yield as of 2026-08-03 | +14.1% | +5.7% | ACRE higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | KREF higher |
| Beta as of 2026-08-03 | 0.89 | 0.79 | |
| 1-year return as of 2026-07-31 close | -4.7% | -23.0% | ACRE higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.