ACRE Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 7, 2026 astatine 12:22 PM CDT 21 min read

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DATE

Thursday, May 7, 2026 astatine 12:00 p.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Bryan Patrick Donohoe

• Chief Financial Officer — Jeffrey Gonzales

• Chief Operating Officer — Tae Sik Yoon

• Managing Director, Investor Relations — John W. Stilmar

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Full Conference Call Transcript

John W. Stilmar: Good afternoon, everyone, and convey you for joining america connected today's league call. In summation to our property merchandise and the 10-Q that we filed with the SEC, we person posted an net presumption nether the Investor Resources conception of our website astatine arescre.com. Before we begin, I privation to punctual everyone that comments made during the people of this league telephone and webcast, arsenic good arsenic the accompanying documents, incorporate forward-looking statements and are taxable to risks and uncertainties. Many of these forward-looking statements tin beryllium identified by words specified arsenic anticipates, believes, expects, intends, will, should, may, oregon akin expressions. These forward-looking statements are based connected management's existent expectations of marketplace conditions and management's judgment.

These statements are not guarantees of aboriginal performance, condition, oregon results and impact a fig of risks and uncertainties. The company's existent results could disagree materially from those expressed successful the forward-looking statements arsenic a effect of a fig of hazard factors, including those listed successful its SEC filings. Ares Commercial Real Estate Corporation assumes nary work to update immoderate specified forward-looking statements. During this league call, we volition notation to definite non-GAAP fiscal measures. We usage these arsenic measures of operating performance, and these measures should not beryllium considered successful isolation from, oregon arsenic a substitute for, measures prepared successful accordance with mostly accepted accounting principles. These measures whitethorn not beryllium comparable to like-titled measures utilized by different companies.

Now I would similar to crook the telephone implicit to our CEO, Bryan Patrick Donohoe. Bryan?

Bryan Patrick Donohoe: Thanks, John. Good afternoon, everyone, and convey you for joining us. I americium present contiguous with Jeffrey Gonzales, our CFO, Tae Sik Yoon, our COO, arsenic good arsenic different members of the absorption and Investor Relations teams. During the archetypal quarter, the commercialized existent property marketplace exhibited comparative stableness contempt broader macroeconomic and firm recognition marketplace uncertainty. Fundamentals successful commercialized existent property showed spot arsenic constricted guardant proviso supported humble valuation growth. The operation of reset valuations and what we judge is the opening of superior rotation into the plus people helped make what, successful our view, is an charismatic concern environment.