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Ares Commercial Real Estate (ACRE) Competitors

Ares Commercial Real Estate logo
$4.33 -0.04 (-0.89%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$4.42 +0.09 (+2.05%)
As of 09/11/2026 07:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

ACRE vs. BRSP, BXMT, CIM, FBRT, and KREF

Should you buy Ares Commercial Real Estate stock or one of its competitors? Ares Commercial Real Estate's main competitors and comparable companies include BrightSpire Capital (BRSP), Blackstone Mortgage Trust (BXMT), Chimera Investment (CIM), Franklin BSP Realty Trust (FBRT), and KKR Real Estate Finance Trust (KREF). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "mortgage reits" industry.

How does Ares Commercial Real Estate compare to BrightSpire Capital?

Ares Commercial Real Estate (NYSE:ACRE) and BrightSpire Capital (NYSE:BRSP) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, dividends, valuation, profitability, media sentiment and analyst recommendations.

In the previous week, BrightSpire Capital had 3 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 3 mentions for BrightSpire Capital and 0 mentions for Ares Commercial Real Estate. BrightSpire Capital's average media sentiment score of 0.42 beat Ares Commercial Real Estate's score of 0.00 indicating that BrightSpire Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Ares Commercial Real Estate Neutral
BrightSpire Capital Neutral

Ares Commercial Real Estate has higher earnings, but lower revenue than BrightSpire Capital. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than BrightSpire Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Commercial Real Estate$54.83M4.38-$900K-$0.08N/A
BrightSpire Capital$327.94M1.71-$31.15M-$0.23N/A

Ares Commercial Real Estate has a beta of 1.16, indicating that its stock price is 16% more volatile than the broader market. Comparatively, BrightSpire Capital has a beta of 1.27, indicating that its stock price is 27% more volatile than the broader market.

Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.9%. BrightSpire Capital pays an annual dividend of $0.64 per share and has a dividend yield of 14.4%. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend. BrightSpire Capital pays out -278.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Ares Commercial Real Estate has a net margin of -8.04% compared to BrightSpire Capital's net margin of -20.43%. BrightSpire Capital's return on equity of 7.01% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Commercial Real Estate-8.04% 4.08% 1.23%
BrightSpire Capital -20.43%7.01%1.80%

Ares Commercial Real Estate presently has a consensus price target of $5.25, suggesting a potential upside of 21.22%. BrightSpire Capital has a consensus price target of $6.50, suggesting a potential upside of 46.23%. Given BrightSpire Capital's stronger consensus rating and higher probable upside, analysts clearly believe BrightSpire Capital is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86
BrightSpire Capital
2 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

41.3% of Ares Commercial Real Estate shares are owned by institutional investors. Comparatively, 56.6% of BrightSpire Capital shares are owned by institutional investors. 2.3% of Ares Commercial Real Estate shares are owned by company insiders. Comparatively, 2.8% of BrightSpire Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

BrightSpire Capital beats Ares Commercial Real Estate on 13 of the 18 factors compared between the two stocks.

How does Ares Commercial Real Estate compare to Blackstone Mortgage Trust?

Blackstone Mortgage Trust (NYSE:BXMT) and Ares Commercial Real Estate (NYSE:ACRE) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, valuation, institutional ownership, risk, profitability, dividends, analyst recommendations and media sentiment.

64.2% of Blackstone Mortgage Trust shares are owned by institutional investors. Comparatively, 41.3% of Ares Commercial Real Estate shares are owned by institutional investors. 1.2% of Blackstone Mortgage Trust shares are owned by company insiders. Comparatively, 2.3% of Ares Commercial Real Estate shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Blackstone Mortgage Trust presently has a consensus price target of $19.20, indicating a potential upside of 43.63%. Ares Commercial Real Estate has a consensus price target of $5.25, indicating a potential upside of 21.22%. Given Blackstone Mortgage Trust's stronger consensus rating and higher probable upside, analysts plainly believe Blackstone Mortgage Trust is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Mortgage Trust
2 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.22
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86

Blackstone Mortgage Trust has higher revenue and earnings than Ares Commercial Real Estate. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than Blackstone Mortgage Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Mortgage Trust$1.36B1.66$109.57M$0.09148.53
Ares Commercial Real Estate$54.83M4.38-$900K-$0.08N/A

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 14.1%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.9%. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend.

Blackstone Mortgage Trust has a net margin of 1.57% compared to Ares Commercial Real Estate's net margin of -8.04%. Blackstone Mortgage Trust's return on equity of 7.72% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Mortgage Trust1.57% 7.72% 1.35%
Ares Commercial Real Estate -8.04%4.08%1.23%

Blackstone Mortgage Trust has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market. Comparatively, Ares Commercial Real Estate has a beta of 1.16, meaning that its share price is 16% more volatile than the broader market.

In the previous week, Blackstone Mortgage Trust had 3 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 3 mentions for Blackstone Mortgage Trust and 0 mentions for Ares Commercial Real Estate. Blackstone Mortgage Trust's average media sentiment score of 1.35 beat Ares Commercial Real Estate's score of 0.00 indicating that Blackstone Mortgage Trust is being referred to more favorably in the media.

Company Overall Sentiment
Blackstone Mortgage Trust Positive
Ares Commercial Real Estate Neutral

Summary

Blackstone Mortgage Trust beats Ares Commercial Real Estate on 14 of the 18 factors compared between the two stocks.

How does Ares Commercial Real Estate compare to Chimera Investment?

Chimera Investment (NYSE:CIM) and Ares Commercial Real Estate (NYSE:ACRE) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, dividends, media sentiment, profitability, valuation, earnings, institutional ownership and risk.

Chimera Investment has higher revenue and earnings than Ares Commercial Real Estate. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than Chimera Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Chimera Investment$215.01M4.34$230.50M-$1.02N/A
Ares Commercial Real Estate$54.83M4.38-$900K-$0.08N/A

Chimera Investment pays an annual dividend of $1.80 per share and has a dividend yield of 16.2%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.9%. Chimera Investment pays out -176.5% of its earnings in the form of a dividend. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Chimera Investment has increased its dividend for 1 consecutive years. Chimera Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

48.4% of Chimera Investment shares are owned by institutional investors. Comparatively, 41.3% of Ares Commercial Real Estate shares are owned by institutional investors. 1.8% of Chimera Investment shares are owned by insiders. Comparatively, 2.3% of Ares Commercial Real Estate shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Chimera Investment has a beta of 1.66, suggesting that its stock price is 66% more volatile than the broader market. Comparatively, Ares Commercial Real Estate has a beta of 1.16, suggesting that its stock price is 16% more volatile than the broader market.

Chimera Investment currently has a consensus price target of $14.50, suggesting a potential upside of 30.22%. Ares Commercial Real Estate has a consensus price target of $5.25, suggesting a potential upside of 21.22%. Given Chimera Investment's stronger consensus rating and higher probable upside, equities analysts clearly believe Chimera Investment is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Chimera Investment
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86

Chimera Investment has a net margin of 0.14% compared to Ares Commercial Real Estate's net margin of -8.04%. Chimera Investment's return on equity of 9.82% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Chimera Investment0.14% 9.82% 1.56%
Ares Commercial Real Estate -8.04%4.08%1.23%

In the previous week, Chimera Investment had 3 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 3 mentions for Chimera Investment and 0 mentions for Ares Commercial Real Estate. Chimera Investment's average media sentiment score of 0.27 beat Ares Commercial Real Estate's score of 0.00 indicating that Chimera Investment is being referred to more favorably in the media.

Company Overall Sentiment
Chimera Investment Neutral
Ares Commercial Real Estate Neutral

Summary

Chimera Investment beats Ares Commercial Real Estate on 14 of the 18 factors compared between the two stocks.

How does Ares Commercial Real Estate compare to Franklin BSP Realty Trust?

Ares Commercial Real Estate (NYSE:ACRE) and Franklin BSP Realty Trust (NYSE:FBRT) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, dividends, institutional ownership, profitability, valuation, analyst recommendations, media sentiment and risk.

Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.9%. Franklin BSP Realty Trust pays an annual dividend of $0.80 per share and has a dividend yield of 10.2%. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend. Franklin BSP Realty Trust pays out 181.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Commercial Real Estate is clearly the better dividend stock, given its higher yield and lower payout ratio.

Franklin BSP Realty Trust has higher revenue and earnings than Ares Commercial Real Estate. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than Franklin BSP Realty Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Commercial Real Estate$54.83M4.38-$900K-$0.08N/A
Franklin BSP Realty Trust$493.51M1.32$82.27M$0.4417.81

Franklin BSP Realty Trust has a net margin of 20.49% compared to Ares Commercial Real Estate's net margin of -8.04%. Franklin BSP Realty Trust's return on equity of 5.82% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Commercial Real Estate-8.04% 4.08% 1.23%
Franklin BSP Realty Trust 20.49%5.82%1.17%

41.3% of Ares Commercial Real Estate shares are held by institutional investors. Comparatively, 59.9% of Franklin BSP Realty Trust shares are held by institutional investors. 2.3% of Ares Commercial Real Estate shares are held by company insiders. Comparatively, 1.3% of Franklin BSP Realty Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Franklin BSP Realty Trust had 6 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 6 mentions for Franklin BSP Realty Trust and 0 mentions for Ares Commercial Real Estate. Franklin BSP Realty Trust's average media sentiment score of 1.20 beat Ares Commercial Real Estate's score of 0.00 indicating that Franklin BSP Realty Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Ares Commercial Real Estate Neutral
Franklin BSP Realty Trust Positive

Ares Commercial Real Estate has a beta of 1.16, indicating that its stock price is 16% more volatile than the broader market. Comparatively, Franklin BSP Realty Trust has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market.

Ares Commercial Real Estate currently has a consensus price target of $5.25, suggesting a potential upside of 21.22%. Franklin BSP Realty Trust has a consensus price target of $11.50, suggesting a potential upside of 46.78%. Given Franklin BSP Realty Trust's stronger consensus rating and higher probable upside, analysts clearly believe Franklin BSP Realty Trust is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86
Franklin BSP Realty Trust
1 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.40

Summary

Franklin BSP Realty Trust beats Ares Commercial Real Estate on 12 of the 18 factors compared between the two stocks.

How does Ares Commercial Real Estate compare to KKR Real Estate Finance Trust?

Ares Commercial Real Estate (NYSE:ACRE) and KKR Real Estate Finance Trust (NYSE:KREF) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, profitability, media sentiment, risk, dividends, earnings and institutional ownership.

Ares Commercial Real Estate has a net margin of -8.04% compared to KKR Real Estate Finance Trust's net margin of -47.33%. Ares Commercial Real Estate's return on equity of 4.08% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Commercial Real Estate-8.04% 4.08% 1.23%
KKR Real Estate Finance Trust -47.33%-1.53%-0.27%

In the previous week, KKR Real Estate Finance Trust had 1 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 1 mentions for KKR Real Estate Finance Trust and 0 mentions for Ares Commercial Real Estate. KKR Real Estate Finance Trust's average media sentiment score of 1.48 beat Ares Commercial Real Estate's score of 0.00 indicating that KKR Real Estate Finance Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Ares Commercial Real Estate Neutral
KKR Real Estate Finance Trust Positive

Ares Commercial Real Estate has higher earnings, but lower revenue than KKR Real Estate Finance Trust. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than KKR Real Estate Finance Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Commercial Real Estate$54.83M4.38-$900K-$0.08N/A
KKR Real Estate Finance Trust$435.60M0.96-$47.05M-$3.28N/A

Ares Commercial Real Estate has a beta of 1.16, indicating that its share price is 16% more volatile than the broader market. Comparatively, KKR Real Estate Finance Trust has a beta of 0.83, indicating that its share price is 17% less volatile than the broader market.

41.3% of Ares Commercial Real Estate shares are owned by institutional investors. Comparatively, 70.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. 2.3% of Ares Commercial Real Estate shares are owned by insiders. Comparatively, 2.1% of KKR Real Estate Finance Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.9%. KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 5.6%. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend. KKR Real Estate Finance Trust pays out -12.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Ares Commercial Real Estate is clearly the better dividend stock, given its higher yield and lower payout ratio.

Ares Commercial Real Estate presently has a consensus target price of $5.25, indicating a potential upside of 21.22%. KKR Real Estate Finance Trust has a consensus target price of $8.92, indicating a potential upside of 24.80%. Given KKR Real Estate Finance Trust's stronger consensus rating and higher probable upside, analysts clearly believe KKR Real Estate Finance Trust is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86
KKR Real Estate Finance Trust
2 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.11

Summary

Ares Commercial Real Estate beats KKR Real Estate Finance Trust on 10 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ACRE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ACRE vs. The Competition

MetricAres Commercial Real EstateMortgage Real Estate Investment Trusts (REITs) IndustryFinance SectorNYSE Exchange
Market Cap$242.45M$1.73B$14.01B$23.19B
Dividend Yield13.73%12.56%5.94%3.56%
P/E Ratio-54.1411.9925.6728.69
Price / Sales4.382.78509.9299.85
Price / CashN/A7.0240.1633.82
Price / Book0.470.612.754.74
Net Income-$900K$163.09M$1.32B$1.07B
7 Day Performance-5.02%-3.65%-1.17%-1.99%
1 Month Performance-8.44%-4.13%0.26%-2.68%
1 Year Performance-10.61%-17.97%9.27%10.45%

Ares Commercial Real Estate Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACRE
Ares Commercial Real Estate
3.1575 of 5 stars
$4.33
-0.9%
$5.25
+21.2%
-10.1%$242.45M$54.83MN/A4,250
BRSP
BrightSpire Capital
4.078 of 5 stars
$4.69
-1.4%
$6.50
+38.7%
-25.2%$591.48M$194.89MN/A50
BXMT
Blackstone Mortgage Trust
4.9796 of 5 stars
$13.80
-0.7%
$19.20
+39.1%
-32.3%$2.33B$1.36B153.28N/A
CIM
Chimera Investment
2.9453 of 5 stars
$11.42
-0.4%
$14.50
+27.0%
-22.8%$955.63M$821.34MN/A40
FBRT
Franklin BSP Realty Trust
4.9191 of 5 stars
$8.46
+1.0%
$11.50
+36.0%
-32.1%$702.10M$270.07M19.22N/A

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This page (NYSE:ACRE) was last updated on 9/12/2026 by MarketBeat.com Staff.
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