Ares Commercial Real Estate (ACRE) Common Equity (2011 - 2026)
Ares Commercial Real Estate's (ACRE) quarterly Common Equity came in at $492.4 million in Q1 2026, down 9.17% year-on-year from $542.1 million in Q1 2025, and down 3.37% quarter-over-quarter from $509.6 million in Q4 2025.
Ares Commercial Real Estate (ACRE) Common Equity (2011 - 2026) Analysis & Trends
Ares Commercial Real Estate's Common Equity history runs 16 years deep, the most recent figure standing at $492.4 million for Q1 2026.
- On a quarterly basis, Common Equity fell 9.17% year-over-year to $492.4 million in Q1 2026; TTM through Mar 2026 was $492.4 million, a 9.17% decrease from a year earlier, with the FY2025 full-year figure at $509.6 million, down 5.66% from the prior year.
- Common Equity retreated to $492.4 million in Q1 2026 per ACRE's latest filing, from $509.6 million in the prior quarter.
- Across five years, Common Equity topped out at $786.0 million in Q2 2022 and bottomed at $492.4 million in Q1 2026.
- The 5-year median for Common Equity is $601.1 million (2024), against an average of $622.6 million.
- Across the five-year window, Common Equity increased 19.68% in 2022 and declined 17.45% in 2024, its largest moves.
- Year by year, Common Equity stood at $747.5 million in 2022, then dropped by 16.28% to $625.8 million in 2023, then slipped by 13.7% to $540.1 million in 2024, then declined by 5.66% to $509.6 million in 2025, then dropped by 3.37% to $492.4 million in 2026.
- Per Business Quant, the three latest ACRE Common Equity figures stand at $492.4 million (Q1 2026), $509.6 million (Q4 2025), and $521.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.30 Bn | 14.44 Bn | - | 16.27 Bn |
| 2 | AGNC Investment | 11.85 Bn | 11.36 Bn | - | 12.18 Bn |
| 3 | Starwood Property Trust | 5.99 Bn | 5.94 Bn | - | 6.67 Bn |
| 4 | Rithm Capital | 5.01 Bn | 5.01 Bn | - | - |
| 5 | Blackstone Mortgage Trust | 2.78 Bn | 2.24 Bn | - | 3.42 Bn |
| 6 | Ellington Financial | 1.63 Bn | 1.51 Bn | - | 1.96 Bn |
| 7 | Dynex Capital | 1.56 Bn | 1.05 Bn | - | 2.72 Bn |
| 8 | Armour Residential REIT | 1.42 Bn | 1.34 Bn | - | 2.58 Bn |
| 9 | Two Harbors Investment | 1.27 Bn | 987.19 Mn | - | 1.73 Bn |
| 10 | Ares Commercial Real Estate | 250.06 Mn | 201.89 Mn | - | 492.42 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 492.42 Mn |
| Dec 31, 2025 | 509.57 Mn |
| Sep 30, 2025 | 520.98 Mn |
| Jun 30, 2025 | 523.70 Mn |
| Mar 31, 2025 | 542.14 Mn |
| Dec 31, 2024 | 540.13 Mn |
| Sep 30, 2024 | 563.75 Mn |
| Jun 30, 2024 | 582.26 Mn |
| Mar 31, 2024 | 601.09 Mn |
| Dec 31, 2023 | 625.85 Mn |
| Sep 30, 2023 | 682.96 Mn |
| Jun 30, 2023 | 691.19 Mn |
| Mar 31, 2023 | 718.30 Mn |
| Dec 31, 2022 | 747.54 Mn |
| Sep 30, 2022 | 767.08 Mn |
| Jun 30, 2022 | 786.00 Mn |
| Mar 31, 2022 | 689.33 Mn |
| Dec 31, 2021 | 678.63 Mn |
| Sep 30, 2021 | 672.74 Mn |
| Jun 30, 2021 | 679.04 Mn |