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KKR Real Estate Finance Trust/$KREF

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About KKR Real Estate Finance Trust

KKR Real Estate Finance Trust Inc is a real estate finance company that focuses on originating and acquiring senior mortgage loans secured by CRE assets. The investment is to originate or acquire senior mortgage loans collateralized by institutional-quality CRE assets that are owned and operated by experienced and well-capitalized sponsors and located in liquid markets with underlying fundamentals. KKR manages investments across multiple asset classes, including private equity, real estates, energy, infrastructure, credit, and hedge funds. The company's investment objective is capital preservation and generating attractive risk-adjusted returns for its stockholders over the long term, through dividends.
Ticker
$KREF
Sector
Real Estate
Primary listing
NYSE
Employees
-
Headquarters
New York, United States
Website
www.kkrreit.com

KREF Metrics

BasicAdvanced
$327M
-
-$3.56
0.95
$0.70
7.01%

What the Analysts think about KREF

Analyst ratings (Buy, Hold, Sell) for KKR Real Estate Finance Trust stock.
Analyst projections of the future price of KKR Real Estate Finance Trust stock.

Bulls say / Bears say

Loan repayments reached $2.4 billion year to date, lifting liquidity to $853.5 million and lowering total leverage to 3.1x. That gives KREF more room to manage problem assets and fund its next steps. (Business Wire)
KREF says multifamily and industrial make up 57% of its $3.2 billion loan portfolio, with a 65% weighted average loan-to-value at origination and a 7% unlevered yield. This tilt towards those property types and senior lending may help support returns as it rotates into newer loans. (Business Wire)
An independent board committee is still weighing strategic alternatives, including a sale or merger. A transaction could offer a route to unlock value, although there is no certainty one will happen. (StockTitan)
Credit problems remain material: KREF recorded a $150 million credit-loss provision in the first nine months, and three risk-rated 5 loans had $324.5 million of carrying value at quarter end. Further losses on these impaired loans could erode book value. (StockTitan)
The common dividend was cut from $0.25 to $0.10 per quarter, and third-quarter distributable loss was $2.64 per share. The reduced payout still faces uncertainty while earnings recover and troubled assets are resolved. (Business Wire, StockTitan)
Nine-month net interest income fell to $58.9 million from $86.8 million a year earlier, while net held-for-investment loans declined to $3.0 billion from $5.1 billion at year-end. The smaller earning asset base could weigh on income as KREF redeploys repayments cautiously. (StockTitan)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.

KREF Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

KREF Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

KREF News

AllArticlesVideos

KKR Real Estate Finance Trust Q3 Earnings Call Highlights

MarketBeat7 days ago

KKR Real Estate Finance Trust Inc. Declares Quarterly Dividend of $0.10 Per Share of Common Stock

Business Wire2 months ago

Funds containing KREF

Funds
Fund name
Fund size
$KREF weighting
SPDR Russell 2000 US Small Cap€R2US
$5.3B0.01%
SPDR Russell 2000 US Small Cap£R2SC
$5.3B0.01%
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