ACR Q1 2026 Earnings Call Transcript

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DATE

Thursday, April 30, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Mark Steven Fogel

• Chairman — Andrew Dodd Fentress

• Chief Financial Officer — Eldron C. Blackwell

• Managing Director — Kyle K. Brengel

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Full Conference Call Transcript

Kyle K. Brengel: Good morning, and convey you for joining our call. I would similar to item that we person posted the archetypal 4th 2026 net presumption to our website. This presumption contains summary and elaborate accusation astir the quarterly results of the company. Before we begin, I privation to punctual everyone that definite statements made during this telephone are not based connected humanities accusation and whitethorn represent forward-looking statements. When utilized successful this league call, the words “believes,” “anticipates,” “expects,” and akin expressions are intended to place forward-looking statements.

Although the institution believes these forward-looking statements are based connected tenable assumptions, specified statements are based connected management's existent expectations and beliefs and are taxable to respective trends, risks, and uncertainties that could origin existent results to disagree materially from those contained successful the forward-looking statements. These risks and uncertainties are discussed successful the company's reports filed with the SEC, including its reports connected Forms 10-Q and 10-K, and successful particular, the Risk Factors conception of its Form 10-K. Listeners are cautioned not to spot undue reliance connected these forward-looking statements, which talk lone arsenic of the day hereof. The institution undertakes nary work to update immoderate of these forward-looking statements.

Furthermore, definite non-GAAP fiscal measures whitethorn beryllium discussed connected this league call. Our presumption of this accusation is not intended to beryllium considered successful isolation arsenic a substitute for the fiscal accusation presented successful accordance with GAAP. Reconciliations of non-GAAP fiscal measures to the astir comparable measures prepared successful accordance with mostly accepted accounting principles are contained successful the net presumption for the past quarter. With maine connected the telephone contiguous are Mark Steven Fogel, President and CEO; Andrew Dodd Fentress, Chairman of ACR; and Eldron C. Blackwell, ACR's CFO. I volition present crook the telephone implicit to Mark.

Mark Steven Fogel: Good morning, everyone, and convey you for joining our call. Today I volition supply an overview of our indebtedness operations, existent property investments, and the wellness of the concern portfolio portion Eldron C. Blackwell, our CFO, volition sermon the fiscal statements, liquidity condition, publication value, and operating results for 2026. Of course, we look guardant to your questions astatine the extremity of our prepared remarks. Since acquiring the ACR absorption declaration successful 2020, we person executed connected our strategy to thrust worth by originating high-quality loans, aggressively managing the portfolio, repurchasing our stock, and creatively utilizing taxation assets disposable to the company.