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Ares Commercial Real Estate (ACRE) investor relations material
Ares Commercial Real Estate Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Reported GAAP net loss of $11M ($0.20 per diluted share) for Q2 2025, driven by a $33M realized loss on a Massachusetts office loan and lower net interest margin.
Distributable loss was $28M ($0.51 per share), but distributable earnings were $5M ($0.09 per share) excluding the realized loss.
Office loan exposure reduced to $524M, down 10% sequentially and 30% year-over-year, with no remaining life sciences collateral.
Declared a $0.15 per share dividend for Q3 2025, annualized yield above 13%.
Closed $43M in new loan commitments after quarter-end, signaling renewed investment activity.
Financial highlights
Total revenue for Q2 2025 was $12.6M, down from $16.8M in Q2 2024.
Net interest margin for Q2 2025 was $7.0M, compared to $13.4M in Q2 2024.
Realized losses on loans totaled $33M in Q2 2025, primarily from a discounted payoff on a Massachusetts office loan.
Collected $337M in repayments year-to-date, with $30M in Q2 2025.
Book value per share at $9.52 as of June 30, 2025, including CECL reserve.
Outlook and guidance
Portfolio expected to be equal to or larger than current size in twelve months, with origination activity building in Q3 and beyond.
Management expects enhanced future earnings as higher risk assets are resolved and capital is redeployed.
Results may be uneven quarter to quarter, but strategy and outlook remain optimistic.
Focus remains on portfolio repositioning, reducing office loan exposure, and accelerating resolutions of risk-rated 4 and 5 loans.
Management expects sufficient liquidity for at least the next 12 months.
What is the strategy for the Chicago office loan?
How will new loans impact dividend coverage?
Considerations for share repurchases?
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Next Ares Commercial Real Estate earnings date
Q3 20256 Nov, 2025
Next Ares Commercial Real Estate earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
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. It focuses on directly originating, acquiring, financing, and managing CRE senior loans, subordinate financings, and other CRE debt and equity investments through its national direct origination platform
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