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Ares Commercial Real Estate (ACRE) Q2 2026 Earnings Call Transcript
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Total Loan Portfolio -- $1.8 billion in outstanding principal balance, representing a 36% increase year over year.
Twelve-Month Loan Commitments -- $900 million in new loan commitments, accounting for more than 40% of the current loan portfolio balance.
New Loan Reserve Rate -- 100 basis points for a standard three-year floating rate loan, though one Q2 loan had a lower reserve due to a two-year initial term.
Additionally, for the third consecutive quarter, no risk rated 1 to 3 loans migrated to risk rated 4 or 5 loans.
Supported by these metrics, the depth of the Ares platform and a supportive commercial real estate market, ACRE saw another quarter of steady portfolio growth.