ACRES Commercial Realty Q4 Earnings Call Highlights Strong Loan Growth, Securitization Execution and Improving Portfolio Credit Trends

ACRES Commercial Realty reported strong loan growth and improving portfolio credit trends in Q4 2025, with $571 million in new loan commitments, a net increase of $443.8 million in the loan portfolio, and a weighted average spread of 2.83% on newly originated loans. The company also closed a $1 billion securitization with 86.5% leverage and a weighted average debt spread of 1.68%. Management highlighted the resolution of 21 legacy four- or five-rated loans, with recognized losses of $4.8 million, or 1.3% of the par balance.