Ares Commercial Real Estate Corporation (ACRE) Stock

Ares Commercial Real Estate Corporation (ACRE) is a Real Estate stock trading at $4.78 (as of 2026-08-21), with a market capitalization of $264.92M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Ares Commercial Real Estate Corporation, a specialty finance company, originates and invests in commercial real estate (CRE) loans and related investments in the United States. The company provides a range of financing solutions for the owners, operators, and sponsors of CRE properties. It originates senior mortgage loans, subordinate debt products, mezzanine loans, real estate preferred equity investments, and other CRE investments, including commercial mortgage backed securities. The company has elected and qualified to be taxed as a real estate investment trust for the United States federal income tax purposes under the Internal Revenue Code of 1986. Ares Commercial Real Estate Management LLC operates as the manager of the company. The company was incorporated in 2011 and is based in New York, New York.

Understand Ares Commercial Real Estate Corporation: how it makes money

Ares Commercial Real Estate Corporation originates and invests in US commercial real estate financing, it makes money through CRE lending and related investments such as senior mortgage loans, subordinate debt, mezzanine loans, real estate preferred equity, and other CRE investments including commercial mortgage backed securities.

Profit is structurally driven by the returns from originating and investing in CRE credit and related interests, including loans and real estate preferred equity, rather than operating a standalone product or service business.

Revenue by segment (latest quarter)
Real Estate Owned	$0.0B

Business quality (Weak): Limited provided disclosure: only one small segment revenue line item and a single operating KPI candidate are shown, and the provided snapshot lists total revenue as 0.0B while the segment candidate is 0.01B.

Bull case

Broad set of CRE financing tools: The company provides multiple CRE financing solutions, including senior mortgage loans, subordinate debt, mezzanine loans, and real estate preferred equity.
CRE investments include loan and investment structures: In addition to loans, it also invests in related CRE investments such as commercial mortgage backed securities.

Bear case

Operating profitability is weak in the latest snapshot: The provided operating margin for 2026-03-31 is -71.1%, indicating a large operating loss.
Provided segment coverage looks incomplete: Only 'Revenue from Real Estate Owned' is provided as a segment candidate, while the provided total revenue is 0.0B, which may limit comparability and interpretability of drivers.
CRE credit and investment risk: Because the business is focused on originating and investing in CRE loans and related investments, adverse performance in underlying CRE assets can impact results.

Valuation — source: SEC EDGAR (first-party)
Price	$4.78
Market Cap	$264.92M
Price / Book	0.54
Price / Sales	4.78
DCF Value (model)	$9.20
DCF Upside vs Price	92.7%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$54.83M
Net Margin	-1.6%
Revenue Growth (YoY)	-21.3%

Valuation vs Sector & Industry
Sector P/E (Real Estate)	27.2
Industry P/E (Trading)	35.3

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	BlackRock, Inc. ($21.67M)
Institutional Holders Tracked	10

Company
Sector	Real Estate
Industry	Trading
CEO	Bryan Patrick Donohoe
Employees	1,200
Country	US
IPO Date	2012-04-27

Related Companies (Business model: Equity REIT (Real Estate Investment Trust); 8 closest by market cap; US-domiciled)

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.