Stock Taper
Ares Commercial Real Estate Corporation is a NY-based REIT that originates and invests in CRE loans and related investments, offering various financing solutions for property owners, operators, and sponsors across the U.S.

Ares Commercial Real Estate Corporation specializes in originating, investing in, and managing diversified CRE loans, primarily providing flexible senior mortgage financing solutions to U.S. commercial real estate owners and operators.
Ares Commercial Real Estate Corporation reported a significant earnings miss for the second quarter of 2025, with a non-GAAP earnings per share loss of $0.51, substantially below analyst expectations. The company's revenue also fell short of forecasts, leading to a sharp decline in its stock price and highlighting ongoing challenges within the commercial real estate loan portfolio.
In the second half of 2025, Ares Commercial Real Estate Corporation's leadership signaled a significant strategic shift from a primary focus on reducing debt and managing troubled loans, particularly in the office sector, to actively deploying capital and pursuing new loan originations. This marks a transition from a defensive, risk-mitigation posture to a forward-looking growth strategy.
Overall rating: C+
| PEER | PRICE | |
|---|---|---|
MITN | $25.11 | COMPARE |
NREF | $15.29 | COMPARE |
REFI | $9.71 | COMPARE |
AOMR | $7.21 | COMPARE |
MITT | $5.55 | COMPARE |
SRG | $1.68 | COMPARE |
ACR | $10.31 | COMPARE |