KREF Liquidity and Portfolio Overview slide image

KREF Liquidity and Portfolio Overview

Case Studies: Largest Three Office Loans Investment Loan Type Investment Date Collateral Location Committed Amount Bellevue Office Floating-Rate Senior Loan Mountain View Office Floating-Rate Senior Loan Minneapolis Office Floating-Rate Senior Loan (5) September 2021 Class-A Office Totaling 609k SF Bellevue, WA $260 million (3) July 2021 Five Class-A Office Buildings Totaling 446k SF Mountain View, CA $250 million (4) November 2017 Two Class-A Office Buildings Totaling 1.1mm SF Minneapolis, MN $199 million Current Principal Amount $173 million Basis Coupon (1) LTV(2) Max Remaining Term (Yrs.) Asset Photos $855/SF $201 million $654/SF + 3.7% + 3.4% 63% N/A $194 million $182/SF + 2.3% N/A 3.5 2.9 1.8 Coupon expressed as spread over Term SOFR LTV is generally based on the initial loan amount divided by the as-is appraised value as of the date the loan was originated or by the current principal amount as of the date of the most recent as-is appraised value. Excludes loans risk-rated 5. Please refer to the Appendix for more information on how LTV is calculated (1) (2) (3) The total whole loan is $521 million, co-originated by the Company and KKR affiliates. The Company's interest is 50% of the loan (4) The total whole loan is $363 million, co-originated by the Company and a KKR affiliate. The Company's interest is 69% of the loan (5) The total whole loan is $199 million, including (i) a fully funded senior mortgage loan of $120 million, at an interest rate of S+2.3% and (ii) a mezzanine note with a commitment of $79 million, of which $74 million was funded as of September 30, 2023, at a fixed PIK interest rate of 4.5% KREF 19
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