KREF Liquidity and Portfolio Overview slide image

KREF Liquidity and Portfolio Overview

Portfolio Details ($ in Millions) Committed # Investment(1) Location Property Type Investment Date Total Whole Loan (2) Principal Amount (2) Current Principal Amount Net Equity(3) Coupon (4)(5) Max Remaining Term (Yrs)(4)(6) Loan Per LTV(4)(8) SF / Unit / Key(7) Risk Rating Senior Loans(9) 51 Senior Loan Raleigh, NC Multifamily 4/27/2022 $82.9 $82.9 $78.9 $15.4 +3.0% 3.6 $246,448 / unit 68% 3 52 Senior Loan Hollywood, FL Multifamily 12/20/2021 81.0 81.0 81.0 15.0 +3.1% 3.3 $327,935 / unit 74% 3 53 Senior Loan Phoenix, AZ Single Family Rental 4/22/2021 72.1 72.1 64.0 20.3 +4.9% 2.6 54 Senior Loan Denver, CO Multifamily 9/14/2021 70.3 70.3 70.2 12.3 +2.8% 3.0 55 Senior Loan Washington, D.C. Multifamily 12/4/2020 69.0 69.0 66.8 10.7 +3.6% 2.2 56 Senior Loan Dallas, TX Multifamily 8/18/2021 68.2 68.2 68.2 10.1 +3.9% 2.9 57 Senior Loan Manassas Park, VA Multifamily 2/25/2022 68.0 68.0 68.0 13.3 +2.7% 3.4 58 Senior Loan Plano, TX Multifamily 3/31/2022 67.8 67.8 67.4 19.0 +2.8% 3.5 $157,092 / unit $290,216 / unit $267,000/ unit $189,444 / unit $223,684 / unit $253,226 / unit 50% 3 78% 3 63% 70% 3 3 73% 3 75% 3 59 Senior Loan Nashville, TN Hospitality 12/9/2021 66.0 66.0 64.7 10.1 +3.7% 3.3 $281,237 / key 68% 3 60 Senior Loan Oakland, CA Office 10/23/2020 205.5 64.4 44.5 7.0 +4.4% 2.1. $137 / SF 55% 2 61 Senior Loan Atlanta, GA Multifamily 12/10/2021 61.5 61.5 59.1 14.9 +3.0% 3.3 62 Senior Loan Durham, NC Multifamily 12/15/2021 60.0 60.0 56.0 12.2 +3.0% 3.3 63 Senior Loan San Antonio, TX Multifamily 4/20/2022 57.6 57.6 56.3 10.4 +2.7% 3.6 $195,696 / unit $162,183 / unit $164,611 / unit 67% 3 67% 79% 3 3 64 Senior Loan Sharon, MA Multifamily 12/1/2021 56.9 56.9 56.9 8.4. +2.9% 3.2 $296,484 / unit 70% 3 65 Senior Loan Queens, NY Industrial 2/22/2022 55.3 55.3 53.9 14.9 +4.0% 0.9 $87/SF 68% 3 66 Senior Loan Reno, NV Industrial 4/28/2022 140.4 50.5 50.5 11.3 +2.7% 3.6 $117 / SF 74% 3 67 Senior Loan Carrollton, TX Multifamily 4/1/2022 48.5 48.5 47.2 13.4 +2.9% 3.5 68 Senior Loan Dallas, TX Multifamily 4/1/2022 43.9 43.9 42.2 11.1 +2.9% 3.5 69 Senior Loan Georgetown, TX Multifamily 12/16/2021 41.8 41.8 41.8 10.3 +3.4% 3.3 $147,371 / unit $118,419 / unit $199,048 / unit 74% 3 70 Senior Loan San Diego, CA. Multifamily 4/29/2022 203.0 40.0 39.7 6.6 +2.6% 3.6 $455,485 / unit 73% 68% 63% 3 3 3 71 Senior Loan Denver, CO. Industrial 12/11/2020 15.4 15.4 10.8 6.9 +3.8% 2.3 $47 / SF 61% 2 Total/Weighted Average CMBS B-Pieces Total/Weighted Average Real Estate Owned 12,293.8 8,777.0 7,752.6 1,887.1 +3.3% 2.8 65% 3.2 RECOP (13) n.a. 40.0 35.7 35.7 +4.8% 5.7 n.a. 58% n.a. 40.0 35.7 35.7 +4.8% 5.7 58% 1 Real Estate Asset Portland, OR Retail 12/16/2021 n.a. n.a. 81.6 81.6 n.a. n.a. n.a. n.a. n.a. Total/Weighted Average Portfolio Total / Weighted Average 81.6 81.6 8,817.0 7,869.9 2,004.4 8.7% 2.8 65% 3.2 Note: See footnotes on subsequent page KREF 34
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