Ares Commercial Real Estate Corporation · NYSE:ACRE
Ares Commercial Real Estate — Q4 2025 Earnings Presentation
23 slides from Ares Commercial Real Estate's earnings presentation, Feb 10, 2026
Slide 1: Ares Commercial Real Estate Q4 2025 earnings presentation
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Slide 2: Disclaimer
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Slide 3: Q4 2025 highlights
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Slide 4: Portfolio and REO update
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Slide 5: Company overview
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Slide 6: Investment strategy and positioning
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Slide 7: Loan portfolio progress
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Slide 8: Liquidity and financing
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Slide 9: Loan commitments and CECL reserve
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Slide 10: Loan risk ratings
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Slide 11: Portfolio balance by property type
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Slide 12: Real estate owned summary
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Slide 13: Appendix
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Slide 14: Financing sources and notes
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Slide 15: Financing details
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Slide 16: Financing details continued
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Slide 17: Balance sheet
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Slide 18: Income statement
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Slide 19: Distributable earnings reconciliation
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Slide 20: Credit facility and secured financing
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Slide 21: Distributable earnings definition
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Slide 22: Ares Real Estate Group overview
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Slide 23: Slide 23
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