Ares Commercial Real EstateACRE
About: Ares Commercial Real Estate Corp is a specialty finance company and a Real Estate Investment Trust providing commercial real estate loans and related investments. It operates in one segment namely originating and managing a diversified portfolio of CRE debt-related investments. The group recognizes its revenues through the interest income it receives from loans.
Employees: 2,100
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
34% more call options, than puts
Call options by funds: $498K | Put options by funds: $373K
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
2% more funds holding
Funds holding: 129 [Q3] → 131 (+2) [Q4]
0.86% more ownership
Funds ownership: 40.32% [Q3] → 41.18% (+0.86%) [Q4]
14% less capital invested
Capital invested by funds: $154M [Q3] → $133M (-$21.3M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS Douglas Harter 63% 1-year accuracy 20 / 32 met price target | 2%downside $3.75 | Neutral Maintained | 16 Apr 2025 |
Keefe, Bruyette & Woods Jade Rahmani 46% 1-year accuracy 17 / 37 met price target | 17%upside $4.50 | Market Perform Maintained | 7 Apr 2025 |
JP Morgan Richard Shane 44% 1-year accuracy 28 / 64 met price target | 44%upside $5.50 | Neutral Maintained | 13 Feb 2025 |
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