ACRE · Ares Commercial Real Estate Corp
$4.72
-0.04 (-0.84%)
At close · Aug 14
Market Cap
$261.59M
Shares
55.48M
Ares Commercial Real Estate Corp Earnings Call Transcripts
Every quarterly earnings call for Ares Commercial Real Estate Corp (ACRE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲0.2%
$27.27M
$644,000
'22 Q3
22-11-02
▲1%
$30.41M
$2.91M
'22 Q4
23-02-15
▲10.3%
$26.50M
−$6.44M
'23 Q1
23-05-02
▼0.6%
$24.99M
−$2.20M
'23 Q2
23-08-02
▼12.4%
$23.88M
$9.18M
'23 Q3
23-11-03
▼42.3%
$17.55M
−$39.41M
'23 Q4
24-02-22
▼29.5%
$18.69M
−$12.32M
'24 Q1
24-05-09
▼32.8%
$16.80M
−$6.12M
'24 Q2
24-08-06
▼30.3%
$16.65M
−$5.88M
'24 Q3
24-11-07
▼0.3%
$17.51M
−$10.66M
'24 Q4
25-02-12
▼20%
$14.95M
$9.35M
'25 Q1
25-05-07
▼25.2%
$12.56M
−$11.04M
'25 Q2
25-08-05
▼15.3%
$14.11M
$4.65M
'25 Q3
25-11-07
▼24.5%
$13.21M
−$3.87M
'25 Q4
26-02-10
▼10%
$13.46M
−$9.61M
'26 Q1
26-05-07
LATEST
▲14.3%
$14.36M
$4.38M
'26 Q2
26-08-04
Earnings call
FY26 · Q2
2026-08-04
Ares Commercial Real Estate Corp Q2 FY2026 Earnings Call
Positive tone
Risk-rated 4 and 5 loan resolutions
ROE and earnings targets
Commercial real estate market backdrop
Revenue
$14.36M
▲ 14.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Ares Commercial Real Estate Corp Q1 FY2026 Earnings Call
Positive tone
Loan Originations and Portfolio Growth
Portfolio Quality and Credit Migrations
Office Loan Reduction and REO Resolution
Revenue
$13.46M
▼ 10% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-10
Ares Commercial Real Estate Corp Q4 FY2025 Earnings Call
Positive tone
Risk-rated 4 and 5 loan resolutions
Office loan reduction
Earnings and dividend
Revenue
$13.21M*
▼ 24.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-07
Ares Commercial Real Estate Corp Q3 FY2025 Earnings Call
Positive tone
Risk-rated 4 and 5 loan resolutions
Multifamily performance and maturities
Office portfolio reduction and leasing
Revenue
$14.11M
▼ 15.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Ares Commercial Real Estate Corp Q2 FY2025 Earnings Call
Positive tone
Balance sheet strength
Office loan reduction
New loan originations
Revenue
$12.56M
▼ 25.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Ares Commercial Real Estate Corp Q1 FY2025 Earnings Call
Confident tone
Repayments and liquidity
Balance sheet and leverage
Office loan concentration
Revenue
$14.95M
▼ 20% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-12
Ares Commercial Real Estate Corp Q4 FY2024 Earnings Call
Positive tone
Repayments and liquidity
Office exposure reduction
Underperforming asset resolution
Revenue
$17.51M*
▼ 0.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Ares Commercial Real Estate Corp Q3 FY2024 Earnings Call
Positive tone
Balance sheet and liquidity
Office portfolio challenges
CECL reserves and credit losses
Revenue
$16.65M
▼ 30.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Ares Commercial Real Estate Corp Q2 FY2024 Earnings Call
Cautious tone
Risk-rated 4 and 5 loan resolution
Balance sheet and liquidity strategy
CECL reserve
Revenue
$16.80M
▼ 32.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Ares Commercial Real Estate Corp Q1 FY2024 Earnings Call
Positive tone
Balance sheet deleveraging and liquidity
Office property exposure reduction
Dividend and capital return
Revenue
$18.69M
▼ 29.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Ares Commercial Real Estate Corp Q4 FY2023 Earnings Call
Cautious tone
Credit quality and CECL reserves
Multifamily portfolio
Loan resolution and strategic plan
Revenue
$17.55M*
▼ 42.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-03
Ares Commercial Real Estate Corp Q3 FY2023 Earnings Call
Revenue
$23.88M
▼ 12.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Ares Commercial Real Estate Corp Q2 FY2023 Earnings Call
Revenue
$24.99M
▼ 0.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Ares Commercial Real Estate Corp Q1 FY2023 Earnings Call
Revenue
$26.50M
▲ 10.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Ares Commercial Real Estate Corp Q4 FY2022 Earnings Call
Revenue
$30.41M*
▲ 1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Ares Commercial Real Estate Corp Q3 FY2022 Earnings Call
Revenue
$27.27M
▲ 0.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-29
Ares Commercial Real Estate Corp Q2 FY2022 Earnings Call
Revenue
$25.15M
▲ 6.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Ares Commercial Real Estate Corp Q1 FY2022 Earnings Call
Revenue
$24.02M
▲ 13.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-15
Ares Commercial Real Estate Corp Q4 FY2021 Earnings Call
Revenue
$30.11M*
▲ 42% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Ares Commercial Real Estate Corp Q3 FY2021 Earnings Call
Revenue
$27.20M
▲ 21.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-30
Ares Commercial Real Estate Corp Q2 FY2021 Earnings Call
Revenue
$23.53M
▲ 30.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Ares Commercial Real Estate Corp Q1 FY2021 Earnings Call
Revenue
$21.22M
▲ 0.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Ares Commercial Real Estate Corp Q4 FY2020 Earnings Call
Revenue
$21.21M*
▲ 57.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Ares Commercial Real Estate Corp Q3 FY2020 Earnings Call
Revenue
$22.37M
▲ 12.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Ares Commercial Real Estate Corp Q2 FY2020 Earnings Call
Revenue
$17.98M
▼ 17% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-08
Ares Commercial Real Estate Corp Q1 FY2020 Earnings Call
Revenue
$21.13M
▲ 49.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Ares Commercial Real Estate Corp Q4 FY2019 Earnings Call
Revenue
$13.49M
▼ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1529377
CUSIP
04013V108
13F (30d)
135 filings
134 filers
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