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Ares Commercial Real Estate Corporation ACRE

Listed / Traded Mortgage NYSE Mgmt:

Ares Commercial Real Estate Corporation (the "Company") is a specialty finance company primarily engaged in directly originating and investing in commercial real estate loans and related investments. Through its national direct origination platform, the Company provides a broad offering of flexible and reliable financing solutions for commercial real estate owners and operators. The Company invests in whole and co-invested senior mortgage loans, as well as subordinate financings, mezzanine debt and preferred equity, with an emphasis on providing value added financing on a variety of properties located in liquid markets across the United States. Ares Commercial Real Estate Corporation elected and qualified to be taxed as a real estate investment trust and is externally managed by a subsidiary of Ares Management Corporation.

Snapshot

Price
$4.61
Market cap
$255.77M
Enterprise value
$1.44B
Dividend yieldi
13.02%
Annual dividendi
$0.60
Frequency
Quarterly
FFO / sharei
Not reported (common for mortgage REITs)
Distributable EPS / sharei
$0.06 · Q1 2026
Net debt / EBITDAi
65.58x · GAAP est.
Op. cash flow / sharei
$0.39
Price / OCFi
11.85
Payout (% of OCF)i
154.22%
Debt / book capitali
72.09%
Premium / disc. to NAVi
No free consensus-NAV source
Credit ratingi
No free ratings feed

Reported FFO / Distributable EPS / leverage are from the Q1 2026 earnings release (filed 2026-05-07) — 8-K, EX-99.1.

Yield uses the latest declared dividend, annualized (latest regular payout × frequency; special/liquidating distributions excluded) — an announced-but-not-yet-declared change isn't reflected until it has an ex-date. FFO, AFFO and Net debt / Adj. EBITDA are the company's reported figures from its latest earnings 8-K. Price/OCF and payout use GAAP operating cash flow. NAV premium and credit ratings have no free source yet. See Methodology.

Balance sheet (latest FY: 2025)

Total debt
$1.05B
Cash
$29.29M
Net debt / EBITDAi
65.58x
Debt / book capitali
72.09%
Total assets
$1.62B
Total equity
$509.57M
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Debt-maturity ladder, fixed/floating split, secured/unsecured and coverage ratios come from the supplemental — not yet ingested.

Financial history

FYRevenueNet incomeD&A EBITDAOp. cash flow
2025 $85.35M $-902.00K $8.40M $70.19M $21.35M
2024 $87.80M $-34.99M $5.41M $5.41M $35.55M
2023 $1.10M $-38.87M $1.02M $1.02M $46.79M
2022 $109.05M $29.79M $7.10M $7.10M $57.16M
2021 $102.07M $60.46M $39.22M $61.18M $48.35M
2020 $78.69M $21.84M $892.00K $0.00 $31.76M

Dividends

Ex-dateRecordPaymentDeclaredAmountFreq.
2026-06-302026-06-302026-07-15 2026-05-07$0.15Quarterly
2026-03-312026-03-312026-04-15 2026-02-10$0.15Quarterly
2025-12-312025-12-312026-01-15 2025-11-07$0.15Quarterly
2025-09-302025-09-302025-10-15 2025-08-05$0.15Quarterly
2025-06-302025-06-302025-07-15 2025-05-07$0.15Quarterly
2025-03-312025-03-312025-04-15 2025-02-12$0.15Quarterly
2024-12-312024-12-312025-01-15 2024-11-07$0.25Quarterly
2024-09-302024-09-302024-10-15 2024-08-06$0.25Quarterly
2024-06-282024-06-282024-07-16 2024-05-09$0.25Quarterly
2024-03-272024-03-282024-04-16 2024-02-22$0.25Quarterly
2023-12-282023-12-292024-01-17 2023-11-03$0.33Quarterly
2023-09-282023-09-292023-10-17 2023-08-02$0.33Quarterly
2023-06-292023-06-302023-07-18 2023-05-02$0.35Special
2023-03-302023-03-312023-04-18 2023-02-15$0.35Special
2022-12-292022-12-302023-01-18 2022-11-02$0.35Special
2022-09-292022-09-302022-10-17 2022-07-29$0.35Special
2022-06-292022-06-302022-07-15 2022-05-03$0.35Special
2022-03-302022-03-312022-04-14 2022-02-15$0.35Special
2021-12-302021-12-312022-01-19 2021-11-03$0.35Special
2021-09-292021-09-302021-10-15 2021-07-30$0.35Special
2021-06-292021-06-302021-07-15 2021-05-04$0.35Special
2021-03-302021-03-312021-04-15 2021-02-17$0.35Special
2020-12-292020-12-302021-01-15 2020-12-15$0.33Quarterly
2020-09-292020-09-302020-10-15 2020-09-16$0.33Quarterly

Coverage (payout of operating cash flow): 154.22%. Tax-character split (ordinary / 199A / capital gain / return of capital) — not disclosed (requires the annual allocation release).

Same-store NOI, occupancy, leasing/WALT, top tenants, external-manager fees, development pipeline and (for non-traded vehicles) share-class fees, redemption/gating and NAV methodology are planned modules sourced from supplementals and prospectuses.