Welcome to our dedicated page for Ares Real Estate SEC filings (Ticker: ZARE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Ares Real Estate's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Ares Real Estate's regulatory disclosures and financial reporting.
Ares Real Estate Income Trust Inc. amended its subscription agreement with Ares Apogee Finance HoldCo L.P., an affiliate of its advisor, to add a new $100,000,000 purchase of Class B common shares. This increases the aggregate commitment under the agreement to $300,000,000.
The new Class B shares will be issued on June 1, 2026 at a price based on the net asset value per share of the Company’s Class I-PR common stock as of April 30, 2026. All Securities under the agreement, including the new shares, remain subject to a three-year lock-up that began on October 17, 2025.
After the lock-up ends on the Liquidity Date, Apogee SPV may request redemptions through the Company’s share redemption program on a subordinated basis, and may also require the Company to repurchase up to $7,500,000 of Securities per quarter at NAV per share via a separate monthly repurchase right.
Ares Real Estate Income Trust Inc. reports updated net asset value and portfolio metrics as of April 30, 2026. Aggregate Fund NAV was $3,409,042,000, up from $3,391,099,000 as of March 31, 2026, with NAV per Fund Interest rising to $8.1640 from $8.1467.
The trust’s portfolio comprised 144 properties totaling about 30.7 million square feet across 34 U.S. markets, 94.5% leased. The leverage ratio was 33.1%. For April 2026, a monthly gross distribution of $0.0345 per share was authorized.
Quarter-to-date through April 30, 2026, the company raised approximately $126.0 million of gross proceeds, including distribution reinvestment and DST Interests, while April redemptions of common stock and OP Units totaled $11.6 million. An estimated $82.6 million of future distribution fees is recorded under GAAP but excluded from the NAV calculation.
Ares Real Estate Income Trust reported higher property income but remained unprofitable for the quarter ended March 31, 2026. Rental revenues rose to $137.4M from $106.4M, and total revenues reached $145.1M versus $116.4M a year earlier. Net operating income, a key internal metric, increased to $100.0M from $76.7M, reflecting growth across residential, industrial, retail and data center segments. Despite this, higher interest expense, advisory fees, performance participation allocation and depreciation led to a net loss attributable to common stockholders of $21.3M, or $(0.10) per share, similar to the prior-year loss per share. Total assets were $7.48B and total debt, net, was $2.79B, with a weighted-average borrowing rate of 4.82%. Operating cash flow swung to an outflow of $162.6M, largely due to increased activity in debt-related investments held for sale, while financing activities provided $230.0M. The company continued its DST capital-raising program, selling $330.4M of DST interests and issuing $183.2M of OP Units, and paid gross quarterly distributions equivalent to $0.1035 per share, totaling $41.4M.
Ares Real Estate Income Trust Inc. renewed its advisory arrangement by entering into an Amended and Restated Advisory Agreement (2026) with AREIT Operating Partnership LP and Ares Commercial Real Estate Management LLC, effective April 30, 2026, extending the prior agreement’s term through April 30, 2027 and making immaterial clarifications around services for private placements.
On May 1, 2026, the company completed unregistered issuances under Regulation D, selling 2,122,979 Class S-PR shares for gross proceeds of $17,383,452 and 3,274,049 Class I-PR shares for gross proceeds of $26,672,693. The Class S-PR proceeds include upfront selling commissions and dealer manager fees totaling $88,176, and figures include activity from the distribution reinvestment plan.
Ares Real Estate Income Trust Inc. reports updated net asset value and portfolio metrics as of March 31, 2026. Aggregate Fund NAV was $3,391,099 thousand across 416,255 thousand Fund Interests, resulting in a NAV per Fund Interest of $8.1467, up slightly from $8.1200 on February 28, 2026.
The portfolio included 144 properties totaling about 30.5 million square feet across 34 U.S. markets, 94.8% leased, with a leverage ratio of 33.4% and a weighted-average borrowing rate of 4.82%. The trust raised approximately $401.2 million of gross proceeds in the quarter and paid a March 2026 distribution of $0.03450 per share.
Ares Real Estate Income Trust Inc. is asking stockholders to vote at its June 24, 2026 annual meeting in Denver on electing seven directors and ratifying KPMG LLP as independent auditor for the 2026 fiscal year.
The record date is April 8, 2026, when approximately 189,571,904 common shares were outstanding, each with one vote. The board currently has seven members, a majority of whom are considered independent under NYSE-style standards, and operates Audit, Conflicts Resolution, and Nominating and Corporate Governance Committees.
Independent directors receive a $90,000 annual cash retainer plus committee fees and an annual $75,000 restricted stock unit award that vests at term completion. Executive officers are employed and compensated by the external advisor under an advisory agreement whose fees include a 1.10% fixed component on net asset value and a performance-based component tied to annual total return, subject to a 5.0% hurdle and loss carryforward mechanism.
Ares Real Estate Income Trust Inc. filed an initial statement of beneficial ownership for director Bryan B. Sanchez. This Form 3 identifies him as a director-level reporting person. The provided data show no reported transactions or holdings details beyond his status as a reporting person.
Ares Real Estate Income Trust Inc. disclosed unregistered sales of Class S-PR and Class I-PR shares on April 1, 2026 under Regulation D, generating gross proceeds tied to both new investments and its distribution reinvestment plan.
The company also reported that director Brian P. Mathis resigned from the board on April 7, 2026, with no disagreement cited. On the same day, the board appointed Bryan B. Sanchez as an independent director and committee member and entered into a standard-form indemnification agreement with him.
Ares Real Estate Income Trust Inc. provides an update on its net asset value, portfolio and distributions as of February 28, 2026. Aggregate Fund NAV was $3,187,297,000, with 392,523 Fund Interests outstanding and a NAV of $8.1200 per Fund Interest, up slightly from $8.1020 on January 31, 2026.
The portfolio included 144 properties totaling about 30.5 million square feet across 34 U.S. markets, reported 95.2% leased. The company reported a leverage ratio of 34.3% and authorized a monthly gross distribution of $0.03450 per share for February 2026.
Quarter-to-date through February 28, 2026, the company raised approximately $277.5 million of gross proceeds, including distribution reinvestments and sales of DST Interests, while common stock and OP Unit redemptions for January and February totaled $27.3 million, which were redeemed in full.