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Ares Real Estate 8-K Filings

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Every 8-K that Ares Real Estate (ZARE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ZARE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZARE filings page.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. (ZARE) reported unregistered sales of equity securities under Regulation D on September 1, 2026. The Company issued 1,254,839 Class S-PR shares for gross proceeds of $10,444,590 and 1,206,139 Class I-PR shares for gross proceeds of $9,957,157.

The share and proceeds figures for both classes include activity from the distribution reinvestment plan, and gross proceeds for Class S-PR shares include upfront selling commissions and dealer manager fees totaling $85,397.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. updated its net asset value (NAV), portfolio metrics and activity as of July 31, 2026. Aggregate Fund NAV was $3,909,724,000, compared with $3,888,502,000 as of June 30, 2026. NAV per Fund Interest was $8.2554 across all share classes and OP Units, up from $8.2229 a month earlier.

The portfolio consisted of 165 properties totaling about 34 million square feet in 34 U.S. markets, reported as 95% leased. Total investments (real estate, debt and DST-related loans) were $9,813,924,000, partly funded by debt, financing obligations and other liabilities, resulting in a reported leverage ratio of 32%.

For July 2026, the trust authorized a monthly gross distribution of $0.0345 per share for each share class. Quarter‑to‑date through July 31, 2026, it raised about $102 million of gross proceeds, including $11 million of DST Interests financed by DST Program Loans, and fulfilled common stock and OP Unit redemptions totaling $9 million.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. increased the monthly gross distribution rate on all classes of its common stock. Beginning with August 2026, the monthly gross distribution will be $0.03583 per share, up from $0.03450 per share that has been paid since July 31, 2025.

The new gross distribution will be paid to stockholders of record on August 31, 2026 and September 30, 2026, with payments occurring on or about the last business day of each month. For Class T-R, Class S-R, Class D-R, Class S-PR and Class D-PR shares, the amount received by investors will be reduced by the applicable distribution fees. The company states there can be no assurance this higher distribution rate will be maintained in future periods.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. reported unregistered sales of Class S-PR and Class I-PR common shares under Regulation D. On August 3, 2026 it issued 1,168,737 Class S-PR shares for gross proceeds of $9,678,265 and 1,727,341 Class I-PR shares for gross proceeds of $14,203,748, including distribution reinvestment activity; Class S-PR proceeds include $67,864 of selling commissions and dealer manager fees.

At the reconvened 2026 annual meeting on August 6, 2026, a quorum was not present, so the meeting was permanently adjourned without electing directors or ratifying KPMG LLP. Under Maryland law, all incumbent directors continue as holdover directors, and KPMG LLP will serve as independent registered public accounting firm at the direction of the audit committee.

Effective July 29, 2026, the board adopted a Sixth Amended and Restated Share Redemption Program, primarily eliminating the Early Redemption Deduction when shares are redeemed due to a stockholder’s account falling below the $2,000 minimum balance. The program limits aggregate redemptions to 2% of aggregate NAV per month and 5% per quarter and may be modified or suspended at the board’s discretion.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. reports June 30, 2026 net asset value and portfolio metrics, with Aggregate Fund NAV of $3,888,502 thousand and NAV per Fund Interest of $8.2229 across all share classes, compared with $3,455,215 thousand and $8.1908 at May 31, 2026.

The portfolio totaled 152 properties and approximately 32 million rentable square feet in 34 U.S. markets, 94% leased. Leverage was 28%, and the weighted-average interest rate on consolidated borrowings was 4.75%. Monthly gross distributions were $0.0345 per share for June 2026.

For the quarter, the company raised approximately $646 million of gross proceeds and completed acquisitions of two self-storage and seven industrial properties for $262 million. A joint venture with an affiliated fund acquired nine Whitestone REIT properties for about $473 million, giving the company around 28% of that portfolio, while comparable industrial leases signed over the prior 12 months showed cash-basis rent growth of 28%.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. reported unregistered sales of multiple share classes under Regulation D on July 1, 2026. The company issued 854,316 Class S-PR shares for gross proceeds of $7,073,956, 368,010 Class D-PR shares for $3,014,294, and 1,374,987 Class I-PR shares for $11,262,240. These figures include shares issued through the company’s distribution reinvestment plan, and Class S-PR proceeds reflect $76,420 of upfront selling commissions and dealer manager fees.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. convened its 2026 Annual Meeting of Stockholders on June 24, 2026, but the chairman adjourned the meeting without opening the polls to allow more time to solicit proxies. The meeting is scheduled to reconvene on August 6, 2026, at 10:30 a.m. Mountain Daylight Time at the company’s Denver headquarters.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. provides a May 31, 2026 update on net asset value, portfolio metrics and investor activity. Aggregate Fund NAV was $3,455,215,000, with NAV per Fund Interest of $8.1908, up from $8.1640 as of April 30, 2026.

Total investments were $9.09 billion, including residential, industrial, retail, office and other properties, plus real estate debt and securities. The portfolio comprised 148 properties totaling 31.0 million square feet across 34 U.S. markets, 94.6% leased. The leverage ratio was 31.9%.

The Company authorized a monthly gross distribution of $0.0345 per share for May 2026. Quarter-to-date through May 31, 2026, it raised approximately $286.6 million of gross proceeds, while common stock and OP Unit redemptions for April and May totaled $25.1 million. The filing also updates suitability standards for Washington investors participating in the distribution reinvestment plan effective July 1, 2026.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. entered into a $100,000,000 Subscription Agreement with Ares Perigee Finance HoldCo L.P. for Class B common stock, funded by the sponsor and an institutional investor. The shares were issued on June 1, 2026 at the net asset value per Class I-PR share as of April 30, 2026.

The Class B shares are subject to a three-year lock-up from May 29, 2026, followed by customized quarterly redemption and repurchase rights, including a $2,500,000 per quarter repurchase feature and a 24.99% ownership cap mechanism. Perigee SPV also has the right to exchange Class B for Class I-PR shares, subject to a 4.90% beneficial ownership cap.

Separately, the company raised additional capital through exempt Regulation D offerings, issuing 933,871 Class S-PR shares for $7,689,254, 1,114,980 Class D-PR shares for $9,102,263, and 1,360,786 Class I-PR shares for $11,109,461, including activity under its distribution reinvestment plan.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Ares Real Estate Income Trust Inc. reported unregistered sales of multiple preferred share classes under Regulation D of the Securities Act. On March 2, 2026, it issued Class S-PR and Class I-PR shares, and from January 2, 2026 through March 2, 2026 it issued Class D-PR shares.

The company issued 838,347 Class S-PR shares for gross proceeds of $6,845,861, 95,808 Class D-PR shares for $775,993, and 2,367,269 Class I-PR shares for $19,179,616. These amounts include shares issued through its distribution reinvestment plan, and Class S-PR gross proceeds include $53,571 of upfront selling commissions and dealer manager fees.