09/13/2024, 01:49 PM UTC
Ares商业地产：14%的未被覆盖收益，但仍有希望Ares Commercial Real Estate: 14% Undercovered Yield, But There Is Hope
1. 由于低于账面价值的贷款销售，Ares商业地产连续第二个季度报告了负的分配收益，影响了盈利能力和账面价值。2. 尽管存在持续的贷款问题，Ares仍宣布了3Q24每股0.25美元的分红，反映了管理层对潜在收益反弹的信心。3. 股票交易价格低于账面价值34%，表明关于减息的担忧已经反映在股价中。1. Ares Commercial Real Estate reported negative distributable earnings for the second consecutive quarter due to loan sales below book value, impacting profitability and book value. 2. Despite ongoing loan issues, Ares declared a $0.25 per share dividend for 3Q24, reflecting management's confidence in a potential earnings rebound. 3. The stock trades at a 34% discount to book value, suggesting that concerns about dividend cuts are already priced in.
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