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ACRES Commercial Realty

ACR
NYSE
$17.89

ACRES Commercial Realty a-t-elle un pricing power dans son secteur ?

Loans are predominantly floating‑rate at SOFR plus a spread (Q1 2026 WA spread 3.29%) with floors, which partially shields NII but does not constitute pricing power because competitors can match spreads quickly. WA spreads moved from 3.63% (Q3 2025) to 3.35% (Q4 2025) to 3.29% (Q1 2026), indicating tight competitive dynamics.

ACR cannot materially raise loan coupons without risking share loss, especially as credit normalizes. Preferred dividends are fixed; there is no common dividend.