ACRE

Over the past six months (March-September 2026), ACRE's stock price decreased by 9.88%. In Q1 2026, the company reported a GAAP net loss of $9.6 million and distributable earnings of $0.06 per diluted common share, which was below the declared dividend, and increased its current expected credit losses (CECL) reserve to $138 million. Q2 2026 saw GAAP net income of $4.4 million and distributable earnings of $0.12 per diluted common share, which doubled from the previous quarter but remained below the dividend, leading to an 8.9% stock price gain post-announcement. ACRE declared regular cash dividends of $0.15 per common share for the first, second, and third quarters of 2026. A significant event was the sale of a multi-building office property for $64 million in September 2026, part of ongoing efforts to reposition the portfolio and reduce office sector exposure. Analyst sentiment as of August 2026 was a "Reduce" consensus rating with an average 12-month price target of $5.25.