| Trade Talks, Fed Hawks, Market Balks |
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs. |
seekingalpha.com |
2025-05-11 13:00:00 |
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| Ares Commercial Real Estate Corporation (ACRE) Q1 2025 Earnings Call Transcript |
Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q1 2025 - Earnings Conference Call May 7, 2025 12:00 PM ET Company Participants John Stilmar - MD, IR Bryan Donohoe - CEO Jeff Gonzales - CFO Conference Call Participants Rick Shane - JPMorgan Steve Delaney - Citizens JMP Jade Rahmani - KBW Operator Good afternoon. Welcome to Ares Commercial Real Estate Corporation's First Quarter Earnings Conference Call. |
seekingalpha.com |
2025-05-07 16:56:39 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate (ACRE) Beats Q1 Earnings Estimates |
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.62 per share a year ago. |
zacks.com |
2025-05-07 12:15:46 |
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| Ares Commercial Real Estate Corporation Reports First Quarter 2025 Results |
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 $9.3 million or $0.17 per diluted common share and Distributable Earnings(1) of $7.2 million or $0.13 per diluted common share for the first quarter of 2025. “In the first quarter, we successfully increased liqui. |
businesswire.com |
2025-05-07 10:00:00 |
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| Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the First Quarter Ended March 31, 2025 |
NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the first quarter ended March 31, 2025 on Wednesday, May 7, 2025 prior to the opening of the New York Stock Exchange. Ares Commercial Real Estate Corporation will hold its webcast/conference call on the same day at 12:00 p.m. Eastern Time to discuss its first quarter ended March 31, 2025 financial results. All interested parties are invited to participate via telephon. |
businesswire.com |
2025-04-25 20:30:00 |
Czytaj oryginał (ang.) |
| Ares Commercial: Smoked Like Cheap Brisket |
The market is experiencing significant turmoil due to the largest round of U.S. tariffs in 100 years, affecting nearly every asset class. ACRE faces increasing trouble from rising non-performing loans and insufficient distributable earnings, leading to a 35% decline in shares and a reduced dividend. Despite a lower valuation relative to book value, ACRE's outlook remains bleak due to emerging risks and economic uncertainties, earning it a Hold rating. |
seekingalpha.com |
2025-04-10 15:34:45 |
Czytaj oryginał (ang.) |
| Ares Commercial price target lowered to $4.50 from $5.50 at Keefe Bruyette |
Keefe Bruyette lowered the firm's price target on Ares Commercial to $4.50 from $5.50 and keeps a Market Perform rating on the shares. Some CMREITs are positioned to benefit from stronger loan originations and credit resolutions in 2025, while others remain weighed down by ongoing credit and liquidity challenges, the analyst tells investors in a research note. 27 May |
https://thefly.com |
2025-04-07 09:38:55 |
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| 4 Best Stocks To Buy Under $5 |
If you're one of the over 4 Million Americans set to retire this year, you may want to pay attention. |
247wallst.com |
2025-03-20 10:36:44 |
Czytaj oryginał (ang.) |
| Ares Commercial: 50%+ Book Value Discount Is Excessive (Rating Upgrade) |
Ares Commercial Real Estate announced a 40% dividend cut for Q1 '25, reducing the quarterly dividend to $0.15 per-share. Persistent loan quality issues, particularly in the office portfolio, forced ACRE to divest loans at a loss and reduce financial leverage. Shares trade at a 50%+ discount to book value, reflecting deep investor distrust despite the REIT's efforts to de-risk and reset for growth. |
seekingalpha.com |
2025-03-13 15:22:21 |
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| Losers Of REIT Earnings Season |
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability. |
seekingalpha.com |
2025-03-11 11:00:00 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate: 40% Dividend Cut, What Now? |
Ares Commercial Real Estate Corporation cut its dividend by 40% due to persistent loan quality issues and underperforming distributable earnings, following a 24% cut in early 2024. The mortgage REIT's book value has declined significantly, now trading at a 50% discount due to ongoing loan losses and a contracting net interest margin. Despite the dividend cuts, the trust's pay-out metrics remain unstable, leading to a 'Hold' rating as concerns about the company's financial stability persist. |
seekingalpha.com |
2025-02-26 08:33:50 |
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| Why Dividends Matter, Even The Little Ones |
Dividends provide a reliable income stream, especially during tough economic times, alleviating financial pressure without the need to sell shares. Persistent inflation makes dividend income increasingly valuable, as it offers stability when market returns are volatile or negative. Investing in well-established, high-yield dividend companies with strong cash flows can ensure a steady income and reduce financial stress. |
seekingalpha.com |
2025-02-21 08:22:00 |
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| Inflation Isn't Dead Yet |
US equity markets flirted with fresh record-highs this week while benchmark interest rates hovered around two-month lows as investors weighed positive earnings news against uncomfortable hot inflation data. Complicating the policy outlook for the Federal Reserve, CPI data showed the fastest monthly rise in consumer prices since August, prompting a pledge from Powell for "more work to do." Snapping a two-week losing streak, the S&P 500 rebounded by 1.5%, closing fractionally below its prior record-high set in late January. The tech-heavy Nasdaq 100 rallied nearly 3%. |
seekingalpha.com |
2025-02-16 11:00:00 |
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| Ares Commercial Real Estate Corporation (ACRE) Q4 2024 Earnings Call Transcript |
Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q4 2024 Earnings Conference Call February 12, 2024 11:00 AM ET Company Participants John Stilmar - MD, IR Bryan Donohoe - CEO Jeff Gonzales - CFO Conference Call Participants Rick Shane - JPMorgan Doug Harter - UBS Jade Rahmani - KBW Chris Muller - Citizens JMP John Nickodemus - BTIG Operator Good afternoon, ladies and gentlemen, and welcome to Ares Commercial Real Estate Corporation's Fourth Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. |
seekingalpha.com |
2025-02-12 16:32:35 |
Czytaj oryginał (ang.) |
| Ares Commercial: Mortgage REIT Cuts On Schedule |
Ares Commercial cut once again. Q4-2024 saw negative distributable EPS and increased loans rated 4 and 5. ACRE has had the worst underwriting results in mortgage REITs, and it is not even close. |
seekingalpha.com |
2025-02-12 15:24:53 |
Czytaj oryginał (ang.) |
| Compared to Estimates, Ares Commercial Real Estate (ACRE) Q4 Earnings: A Look at Key Metrics |
The headline numbers for Ares Commercial Real Estate (ACRE) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. |
zacks.com |
2025-02-12 12:36:46 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate (ACRE) Reports Q4 Loss, Lags Revenue Estimates |
Ares Commercial Real Estate (ACRE) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of $0.06. This compares to earnings of $0.20 per share a year ago. |
zacks.com |
2025-02-12 10:11:07 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate Corporation Reports Fourth Quarter and Full Year 2024 Results |
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 (loss) of $(10.7) million or $(0.20) per diluted common share and Distributable Earnings (Loss)(1) of $(8.3) million or $(0.15) per diluted common share for the fourth quarter of 2024. The Company reported GAAP net. |
businesswire.com |
2025-02-12 08:00:00 |
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| Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Fourth Quarter and Full Year Ended December 31, 2024 |
NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the fourth quarter and full year ended December 31, 2024 on Wednesday, February 12, 2025 prior to the opening of the New York Stock Exchange. Ares Commercial Real Estate Corporation will hold its webcast/conference call on the same day at 11:00 a.m. Eastern Time to discuss its fourth quarter and full year ended December 31, 2024 financial results. All interested parti. |
businesswire.com |
2025-01-31 18:30:00 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate Corporation Announces Tax Reporting Information for Calendar Year 2024 |
NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) (the “Company”) today announced the 2024 tax treatment for the Company's common stock distributions (CUSIP # 04013V-10-8). Form 1099 Reference: Box 1a Box 1b Box 2a Box 3 Box 5 Record Date Payment Date Cash Distribution Per Share Allocable to 2024 Total Ordinary Dividends Qualified Dividends (1) Total Capital Gain Distributions Nondividend Distributions Section 199A Dividends (1) 12/29/2023 1/17/2024 $0.3300. |
businesswire.com |
2025-01-31 08:00:00 |
Czytaj oryginał (ang.) |
| Past Time To Take Gains On These Big Yielders |
Past Time To Take Gains On These Big Yielders |
seekingalpha.com |
2025-01-23 20:48:10 |
Czytaj oryginał (ang.) |
| High Yield REITs Whacked By Higher Rates |
High Yield REITs Whacked By Higher Rates |
seekingalpha.com |
2025-01-15 19:53:18 |
Czytaj oryginał (ang.) |
| Ares Commercial: The Worst Could Be Ahead |
ACRE's heavy exposure to distressed asset classes like office, multifamily, and hotels, coupled with rising delinquencies, justifies a Sell rating. Despite management's optimistic outlook, ACRE's increasing credit loss reserves and poor loan performance signal ongoing struggles in the commercial lending market. Multifamily and office markets continue to face significant challenges, with high vacancy rates and oversupply leading to falling rents and asset underperformance. |
seekingalpha.com |
2025-01-14 10:47:20 |
Czytaj oryginał (ang.) |
| The More They Drop, The More I Buy |
When risks climb, it's important to understand and evaluate them. I collect income on the cheap, from others running away from their fears. Enjoy massive yields from these three picks. |
seekingalpha.com |
2024-12-30 09:35:00 |
Czytaj oryginał (ang.) |
| Ares Commercial: 15% Yield In Danger |
ACRE's stock has dropped by 25% since the initial bearish article. ACRE reduced its dividend from 33 cents to 25 cents in February 2024, but distributable earnings continue to come in well below this new level. Despite a slight improvement in Q3, ACRE's base earnings run-rate remains severely impaired. |
seekingalpha.com |
2024-12-22 10:39:38 |
Czytaj oryginał (ang.) |
| KBW Announces Index Rebalancing for Fourth-Quarter 2024 |
NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024. |
globenewswire.com |
2024-12-13 22:30:00 |
Czytaj oryginał (ang.) |
| Huge Yields, Brief Notes |
Preferred shares rallied, as predicted. Finding value is getting much harder. There are some common shares trading at discounts. Some big, some tiny. I would be interested in a few of the agency mortgage REITs, but the ones I would prefer remain unavailable. The valuation between those good ones and some of the weaker ones (as measured by things like destruction of shareholder wealth and me not liking them) is still small sometimes. |
seekingalpha.com |
2024-12-13 00:42:33 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate: High Yield Is A Red Flag (Downgrade) |
Ares Commercial Real Estate failed to cover its dividend with distributable profits in 3Q24, reflecting high dividend adjustment risk and ongoing loan issues. The trust's portfolio has shrunk by 15% due to selling impaired loans, leading to a 72% YoY drop in distributable profits and negative net income. Ares Commercial Real Estate's stock trades at a 32% discount to book value, but the elevated dividend risk necessitates a rating change from 'Buy' to 'Hold.'. |
seekingalpha.com |
2024-12-09 17:32:24 |
Czytaj oryginał (ang.) |
| Ares Commercial: The 14% Yield Is Likely Not Sustainable |
Ares Commercial continues to face problems related to impaired loans in its office segment. The commercial mortgage REIT was forced to increase its CECL reserve in the third-quarter. ACRE realized losses of $0.10 per-share related to loan sales. Even when adjusting for such loan losses, the REIT did not support its dividend with distributable earnings. |
seekingalpha.com |
2024-11-20 22:21:05 |
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| A Decisive Realignment |
U.S. equity markets soared to record highs this week after President-elect Trump scored a surprisingly decisive election victory, including a likely "trifecta" of Republican legislative control in Congress. The outcome sparked powerful moves across global financial markets as investors priced in a combination of domestic-focused and "pro-growth" economic policies but also reflected concern over deficits and immigration policy. Characteristic of the "Trump trade" dynamic, smaller-cap companies led the surge, outperforming mega-cap technology and international-heavy peers. The S&P Small-Cap 600 soared 9%, outpacing 5% gains from the S&P 500. |
seekingalpha.com |
2024-11-10 11:00:00 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate Corporation (ACRE) Q3 2024 Earnings Call Transcript |
Ares Commercial Real Estate Corporation (ACRE) Q3 2024 Earnings Call Transcript |
seekingalpha.com |
2024-11-07 16:47:17 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate (ACRE) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates |
Although the revenue and EPS for Ares Commercial Real Estate (ACRE) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2024-11-07 12:36:11 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate (ACRE) Lags Q3 Earnings and Revenue Estimates |
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.25 per share a year ago. |
zacks.com |
2024-11-07 10:15:26 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate Corporation Reports Third Quarter 2024 Results |
NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (the “Company”) (NYSE:ACRE), a specialty finance company engaged in originating and investing in commercial real estate assets, reported generally accepted accounting principles (“GAAP”) net income (loss) of $(5.9) million or $(0.11) per diluted common share and Distributable Earnings(1) of $3.7 million or $0.07 per diluted common share for the third quarter of 2024. “During the third quarter, we continued to make progress on ou. |
businesswire.com |
2024-11-07 08:00:00 |
Czytaj oryginał (ang.) |
| These 15 Stocks Are Among the Top Dividend Payers in the Wilshire 5000 |
Created in 1974, the Wilshire 5000 Index was intended to be a market-weighted index of the combined NYSE, NASDAQ, and American Stock Exchange (since merged with NASDAQ in 1998). |
247wallst.com |
2024-10-30 11:32:32 |
Czytaj oryginał (ang.) |
| Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Third Quarter Ended September 30, 2024 |
NEW YORK--(BUSINESS WIRE)--Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the third quarter ended September 30, 2024 on November 7, 2024 prior to the opening of the New York Stock Exchange. Ares Commercial Real Estate Corporation will hold its webcast/conference call on the same day at 12:00 p.m. Eastern Time to discuss its third quarter ended September 30, 2024 financial results. All interested parties are invited to participate via teleph. |
businesswire.com |
2024-10-24 20:15:00 |
Czytaj oryginał (ang.) |
| 3 Shares Yielding Over 9% |
We've got three shares where big yields are offset by one flaw or another. I recently closed out my position in one of these shares for a gain of more than 40%. Great choice about 17 months ago. Not as great today. I'll include an alternative from my portfolio that still offers an attractive yield for investors. |
seekingalpha.com |
2024-10-17 22:13:09 |
Czytaj oryginał (ang.) |
| 5 Shares Yielding 8% To 11% |
We've got 5 shares in here plus a bonus. It's like 6, but easier to click. Some of these deals look better than others. Ex-dividend dates are coming up pretty soon for a few of them. |
seekingalpha.com |
2024-09-25 11:01:00 |
Czytaj oryginał (ang.) |
| The High Yield Desert |
I frequently discuss high-yield sectors like mortgage REITs, BDCs, and preferred shares, emphasizing the importance of knowing when not to buy. Preferred shares have rallied above targets, reducing buying opportunities, while common shares offer higher risks. Some offer upside, but others mostly offer downside. I'll kick off the weekend by highlighting one with a high valuation, as investors pay top dollar for earnings that are about to melt away. |
seekingalpha.com |
2024-09-20 16:56:29 |
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| Ares Commercial Real Estate: 14% Undercovered Yield, But There Is Hope |
Ares Commercial Real Estate reported negative distributable earnings for the second consecutive quarter due to loan sales below book value, impacting profitability and book value. Despite ongoing loan issues, Ares declared a $0.25 per share dividend for 3Q24, reflecting management's confidence in a potential earnings rebound. The stock trades at a 34% discount to book value, suggesting that concerns about dividend cuts are already priced in. |
seekingalpha.com |
2024-09-13 05:49:55 |
Czytaj oryginał (ang.) |
| Want $13,500? Check Out These High Dividend REIT Stocks |
24/7 Wall Street Insights Real estate is a tried and true asset class for passive income wealth building, but the high entry price can eliminate those with limited liquid investment capital. |
247wallst.com |
2024-08-19 13:38:34 |
Czytaj oryginał (ang.) |
| 10% Or Higher Dividend Yields |
BDCs, mortgage REITs, preferred shares, and one baby bond. Most are yielding over 10%. I hope you're ready for the weekend. We're going to do quick coverage on each share. Some of these preferred share and baby bond combinations appear to be slightly mispriced. |
seekingalpha.com |
2024-08-16 10:24:34 |
Czytaj oryginał (ang.) |
| Ares Commercial: High Risk Of A Second Dividend Reset |
Ares Commercial Real Estate faces challenges in its loan portfolio, leading to realized losses from loan sales. The REIT's CECL reserve increased due to continual loan issues, particularly in the troubled office sector. Weak distributable earnings performance going forward may result in a second dividend cut. |
seekingalpha.com |
2024-08-13 14:22:38 |
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