Ares Commercial Real Estate (ACRE) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Ares Commercial Real Estate Corporation is a small, distressed CRE REIT with significant exposure to troubled office loans. ACRE trades at just 51% of book value, reflecting market skepticism about the accuracy of its reported asset values and loan reserves. The fund is shrinking, not originating new loans, and likely understating needed loan loss reserves, with further dividend cuts expected.

Deep value picks are ready for a major rebuild and growth. ACRE (+12% yield) is working out bad loans to boost cash flow. AQN is stabilizing and benefiting from lower interest expense.

Ares Commercial Real Estate Corporation faces ongoing challenges with distressed loans and a shrinking portfolio, despite a high 11.9% dividend yield. ACRE trades at a 50% discount to tangible book value, but risks from maturing bank debt and low loan yields outweigh potential upside. The company's focus on portfolio stabilization and safer financing is critical, as further dividend cuts are likely if revenue continues to decline.

Ares Commercial Real Estate Corporation ( ACRE ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants John Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Bryan Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer Conference Call Participants Steve Delaney Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Good morning, and welcome to Ares Commercial Real Estate Corporation's Third Quarter Earnings Conference Call. [Operator Instructions].

NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (the “Company”) (NYSE:ACRE), a specialty finance company primarily engaged in directly originating and investing in commercial real estate assets, reported generally accepted accounting principles (“GAAP”) net income of $4.7 million or $0.08 per diluted common share and Distributable Earnings(1) of $5.5 million or $0.10 per diluted common share for the third quarter of 2025. “In the third quarter, we delivered increased sequenti.

Ares Commercial failed to cover its dividend with distributable EPS in Q2'25 due to significant loan losses, mainly from its troubled office loan portfolio. Despite reducing office loan exposure, high non-accruals and realized loan losses continue to pressure earnings and dividend coverage ratios. ACRE shares trade at a steep 51% discount to NAV, reflecting persistent dividend underperformance and continual portfolio shrinkage risks.

Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q2 2025 Earnings Conference Call August 5, 2025 12:00 PM ET Company Participants Bryan Patrick Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer John W. Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Conference Call Participants Christopher Muller - Citizens JMP Securities, LLC, Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Thomas Catherwood - Unidentified Company Operator Good afternoon, everyone.

ACRE's chronic loan defaults and poor underwriting make it the top mortgage REIT to avoid, despite recent distribution cuts. Recent results show a record distributable earnings loss, with only 9 cents per share versus a 15-cent distribution. Balance sheet leverage is lower, but another large office loan is distressed, and interest margins have collapsed nearly 50% year-over-year.

ST. JAMES, N.Y., Aug. 04, 2025 (GLOBE NEWSWIRE) --  Gyrodyne, LLC (NASDAQ:GYRO), an owner and manager of a diversified portfolio of real estate properties, today announced that its subsidiary, GSD Flowerfield, LLC, has entered into a purchase and sale agreement (the “Agreement”) for the sale of approximately 49 acres of vacant land located within the Company's Flowerfield complex in St. James, New York (the “Property”) to B2K Smithtown LLC (“B2K”).