Ares Commercial Real Estate Q4 Earnings: Potential Energy Hides In Book Value

2026-02-12 08:30:19 ET

Over the past several years, mortgage REITs have been in a period of consolidation, recovery, and redirection. In the glory days after the pandemic, when real estate was hot and the market was moving at light speed, mortgage REITs were growing quickly and fundamentals were strong. For investors looking for a high yield investment, mREITs quickly became a focal point offering higher dividend yields than equity REITs. However, some investors fell for the cyclicality of real estate once again, diving into the deep end of the pool when things looked bright....

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