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    John Nikodemus

    Vice President and Senior Equity Analyst at BTIG, LLC

    John Nickodemus is a Vice President and Senior Equity Analyst at BTIG, LLC, specializing in real estate investment trusts (REITs), with a research focus on companies such as SL Green Realty, Prologis Inc., and Ares Commercial Real Estate Corporation. He is recognized for his strong performance, consistently reiterating buy ratings and providing market-moving insights following major acquisitions and portfolio shifts, reflected in positive industry reception and competitive price targets. Nickodemus began his analyst career with BTIG prior to 2023 and has played a key role in shaping firm coverage of industrial and multifamily property types. He holds FINRA registration and is licensed as a broker, maintaining full regulatory credentials required for equity research.

    John Nikodemus's questions to Ares Commercial Real Estate (ACRE) leadership

    John Nikodemus's questions to Ares Commercial Real Estate (ACRE) leadership • Q4 2024

    Question

    John Nikodemus of BTIG asked for the outlook on ACRE's repayment trajectory for the remainder of 2025, given the high volume seen in Q4 2024 and early Q1 2025.

    Answer

    CEO Bryan Donohoe explained that while recent market dynamics extended loan durations, there is now 'potential energy' that could lead to an acceleration of repayments. He suggested that as more capital enters the space, ACRE could see an 'unnatural acceleration' of repayments in 2025, moving the portfolio back toward a more normalized three-year weighted average life for its investments.

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