ACRE vs KREF
ACRE: A specialty finance REIT focused on originating and managing a diversified portfolio of commercial real estate debt investments. 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 2026-10-08 close | $3.66 | $6.37 | |
| Market cap | $203M | $373M | |
| Net margin FY2025, SEC XBRL | -1.6% | n/a | |
| ROE FY2025, SEC XBRL | -0.2% | -3.8% | ACRE higher |
| ROA FY2025, SEC XBRL | -0.1% | -0.7% | ACRE higher |
| Debt / equity as of 2026-09-03 | 2.58 | 4.63 | ACRE lower |
| Revenue growth (YoY) as of 2026-09-03 | -15.9% | -19.3% | ACRE higher |
| Revenue CAGR (3y) SEC XBRL | -19.9% | n/a | |
| Dividend yield as of 2026-09-03 | +13.7% | +5.9% | ACRE higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | KREF higher |
| Beta as of 2026-09-03 | 0.93 | 0.79 | |
| 1-year return as of 2026-10-08 close | -19.4% | -25.9% | ACRE higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.