BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
After months of speculation, the market’s anticipation of a potential 25 basis point reduction in US interest rates by the Federal Reserve this September grew steadily stronger. The recent unexpectedly weak labour market figures spurred the prospect of an even deeper cut and injected renewed optimism for the real estate financing firms for which lower borrowing costs would provide a welcome tailwind. However, such expectations had a negative impact on US private credit firms that invest in floating rate facilities.
NYSE-listed Ares Commercial Real Estate – ACRE (+8.6%) attracted the investors’ money who appreciated the deep balance sheet clean-up that management implemented in 2Q25 and costed a 0.51 US Dollars loss per share. The announcement of a 0.15 US Dollars per share coupon payment in 3Q25 gave further strength to the stock, which is still up 26% year-on-year.
Several analysts shared an upward revision of profit estimates for NYSE-listed Apollo Commercial Real Estate (+3.7%).
London-listed 3i Infrastructure PLC (+3.5%) is benefiting from a portfolio focused on renewable energy and data centres.
The market capitalization of Nasdaq-listed secondary private capital player Hamilton Lane (-5.3%) plummeted after the firm announced the intention of an investor of selling of above 0.5 million stocks to finance a reorganisation of the shareholding structures that will not leave room for further deals.
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