Why These 15 Real Estate Stocks Are Surging In 2025

9. ACRES Commercial Realty Corp (NYSE:ACR)

Number of Hedge Fund Holders In Q4 2024: 5

ACRES Commercial Realty Corp (NYSE:ACR) is a real estate investment trust that originates, holds, and manages commercial real estate mortgage loans and equity investments, focusing on middle-market properties across the United States.

The stock has climbed sharply in 2025, largely due to a series of deliberate strategic moves and improved portfolio quality. The most significant catalyst was the company’s Q4 2024 results, which showed $4.1 million in net income and a $0.52 per share diluted profit, boosted by a $7.5 million gain on property sales. Management outlined an ambitious plan to grow the loan portfolio from $1.5 billion to $1.8–$2.0 billion by the end of 2025, targeting resilient sectors like multifamily, self-storage, and hospitality.

In Q1 2025, ACRES took a $0.7 million charge from selling a non-performing Orlando hotel loan, which improved its overall portfolio risk rating and signaled a focus on higher-quality assets. The company also announced a $2.3 million share repurchase at a steep discount to book value and authorized an additional $5 million buyback. ACRES is actively recycling capital by selling non-core assets, including a Pennsylvania office property and a student housing development with strong pre-leasing, to fund higher-yielding loans.

The consensus price target of $22 implies 15.67% upside.

ACR stock is up 18.64% year-to-date.