REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.

Beware of Bargains in Private Credit

05:30am, Saturday, 16'th May 2026
It might make sense right now to look at investing in a business-development company whose shares trade at a premium to the underlying asset value.
Private credit pioneer Ares Management disclosed a wide ​array of new or increased stakes in alternative ‌asset vehicles including several direct lending funds in its quarterly 13-F filing with th
NEW YORK CITY, NY / ACCESS Newswire / May 13, 2026 / Ares Management Corporation (NYSE:ARES) announced today that its Co-Founder and Chief Executive Officer, Michael Arougheti, is scheduled to present
Found to evaluate resin-free electrochemical Direct Feedstock Extraction technology at the only currently permitted fluorspar mine in the United States BOSTON and JUAB COUNTY, Utah, May 12, 2026 /PRNe
Found to evaluate resin-free electrochemical Direct Feedstock Extraction technology at the only currently permitted fluorspar mine in the United States Boston, MA / Juab County, Utah – TheNewswire -

Private Credit's Hot Streak Is Over

10:00pm, Sunday, 10'th May 2026
The decline in returns is due to the Federal Reserve's rate cuts and rising defaults on their loans, firms say.
Ares Management grew fee-related earnings by 26% year-over-year during the first quarter. AUM reached $644.3 billion, and management fees rose 25%. ARES is currently paying a 4.4% dividend yield, the
Ares Management (ARES), Antares Capital and JPMorgan Chase and Co. (JPM) have provided around $800 million in private credit financing to support Apollo Global Ma
Michael Arougheti, CEO of Ares Management, joins CNBC's "Squawk on the Street" to discuss how the company plans to implement AI.
Assets Under Management (AUM): Increased 18% year-over-year to $644 billion.Fee-Paying AUM: Increased 19% to $400 billion.Management Fees: Increased 22% year-o
Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript
The firm dismissed concerns surrounding private-credit fund redemption requests and artificial intelligence disruption.
GAAP net income: $142.6 million; GAAP EPS: $0.46 vs current quarterly EPS estimate of $1.39After-tax realized income (ATRI): $452.4 million; ATRI/share: $1.24F
ARES' Q1 realized income per share misses estimates as expenses rise Y/Y. Nevertheless, shares gain nearly 1.2% as AUM climbs 18% from a year ago.
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