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More Pain For High Dividend REITs
Seeking Alpha· 2024-02-06 15:52
walik Mortgage REITs are getting hammered again. This reinforces why they are not buy-and-hold investments. There are times when you should hold onto shares for longer periods, but you still want to approach the position with a “total return” mindset. Investors who are only in this for the dividend are getting burned. If you’re focusing on income, look to the preferred shares. We regularly highlight preferred shares in our public articles on Seeking Alpha. The New Narrative Lately the narrative has been ...
8 REITs That Could Cut The Cheese
Seeking Alpha· 2024-01-29 12:00
TimAbramowitz I’ll admit this is a click-bait title. But before you turn away, the actual article is anything “butt.” No really. Let me explain… I’m sure many of you now have flatulence on the mind. In which case, here’s an excerpt from The Definitive Fart Book (1961): “Funny, everybody does it, but nobody wants anybody to know they're the somebody who: cut the cheese, passed the gas, let one rip, shot a bunny, copped a pop, popped a bubble, cranked a smoker, pinched an egg, etc.…” I don’t know about yo ...
Ares Commercial Real Estate: Dividend Cut Potentially Incoming In 2024 (Rating Downgrade)
Seeking Alpha· 2024-01-02 22:59
8vFanIAres Commercial Real Estate Corporation (NYSE:ACRE) has been a core holding of mine in my passive income portfolio in the last two years. With that being said, though, I think that the most recent, negative change in the real estate investment trust’s dividend pay-out ratio is a warning sign for passive income investors. Risks, in my view, have increased to such an extent that a dividend cut in 2024 is not entirely improbable and with the stock selling at a much smaller discount to net asset value ...
Ares mercial Real Estate (ACRE) - 2023 Q3 - Earnings Call Transcript
2023-11-03 19:15
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q3 2023 Earnings Conference Call November 3, 2023 10:00 PM ET Company Participants John Stilmar - Managing Director, IR Bryan Donohoe - CEO Tae-Sik Yoon - CFO Conference Call Participants Sarah Barcomb - BTIG Steve DeLaney - JMP Securities Donald Fandetti - Wells Fargo Jade Rahmani - KBW Stephen Laws - Raymond James Richard Shane - JPMorgan Operator Good morning. Welcome to Ares Commercial Real Estate Corporation's Third Quarter September 30, 2023 Earnings ...
Ares mercial Real Estate (ACRE) - 2023 Q3 - Earnings Call Presentation
2023-11-03 19:15
Exhibit 99.2 0 42 65 GENER 155 112 AL 42 PALET TE 4 94 109 127 127 127 Credit 0 42 65 Private Equit BUSINE y SS 2 87 133 SECTOR Real PALETT Estat E 71 126 e 163 Strategi c Initiat 120 163 ives 198 Third Quarter 2023 Earnings Presentation 0 42 65 Disclaimer GENER 155 112 ...
Ares mercial Real Estate (ACRE) - 2023 Q3 - Quarterly Report
2023-11-03 10:23
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File No. 001-35517 ARES COMMERCIAL REAL ESTATE CORPORATION (Exact name ...
Ares mercial Real Estate (ACRE) - 2023 Q2 - Earnings Call Presentation
2023-08-02 19:33
Exhibit 99.2 0 42 65 GENER 155 112 AL 42 PALET TE 4 94 109 127 127 127 Credit 0 42 65 Private Equit BUSINE y SS 2 87 133 SECTOR Real PALETT Estat E 71 126 e 163 Strategi c Initiat 120 163 ives 198 Second Quarter 2023 Earnings Presentation 0 42 65 Disclaimer GENER 155 112 ...
Ares mercial Real Estate (ACRE) - 2023 Q2 - Earnings Call Transcript
2023-08-02 19:31
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q2 2023 Earnings Conference Call August 2, 2023 12:00 PM ET Company Participants John Stilmar - Managing Director, Investor Relations Bryan Donohoe - Chief Executive Officer Tae-Sik Yoon - Chief Financial Officer Conference Call Participants Rick Shane - JPMorgan Sarah Barcomb - BTIG Doug Harter - Credit Suisse Steve DeLaney - JMP Securities Jade Rahmani - KBW Derek Hewett - Bank of America Operator Good afternoon. Welcome to the Ares Commercial Real Estat ...
Ares mercial Real Estate (ACRE) - 2023 Q2 - Quarterly Report
2023-08-02 00:56
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File No. 001-35517 ARES COMMERCIAL REAL ESTATE CORPORATION (Exact name of Re ...
Ares mercial Real Estate (ACRE) - 2023 Q1 - Earnings Call Transcript
2023-05-02 18:27
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q1 2023 Earnings Conference Call May 2, 2023 10:00 AM ET Company Participants John Stilmar - Managing Director and IR Bryan Donohoe - CEO Tae-Sik Yoon - CFO Conference Call Participants Steve DeLaney - JMP Securities Jade Rahmani - KBW Douglas Harter - Credit Suisse Stephen Laws - Raymond James Rick Shane - JPMorgan Sarah Barcomb - BTIG Derek Hewett - Bank of America Operator Good morning. Welcome to Ares Commercial Real Estate Corporation's First Quarter ...