KKR Real Estate Finance Trust Investor Presentation Deck
Integrated Americas Real Estate Platform
(1)
Integrated
Real Estate
Platform
●
Differentiated access to
information and enhanced
relevance in RE capital markets
One leadership team
Scaled portfolio: own or lend
on ~$80bn of RE assets
RE Equity
~$11bn of asset
value(¹)
RE Senior Loans
$5bn loan portfolio
$8bn of collateral
value(2)
RE CMBS
Securities
$36bn principal
loan balance
$62bn underlying
asset value(2)
REPA I / II / III: opportunistic
KPPA: core plus
KREF: primarily senior loans on
transitional properties in
primarily the top 10 MSAS
ROX: real estate opportunistic
credit
RECOP I / II: primarily newly
originated conduit CMBS B-pieces
RESTAC: stabilized properties
Represents current portfolio in REPA I, REPA II, KPPA, KFN, separately managed accounts, KKR-managed co-investment vehicles, third party co-investment capital, KKR employees, and trophy single tenant investments in KKR Credit accounts as of September
30, 2020. Figures include all closed transactions and transactions that have been committed to and are under contract as of September 30, 2020. Any transactions that have not closed are subject to customary closing conditions. Asset value represents total
purchase price at closing. There can be no assurance that commitment amounts will be fully deployed and there can be no assurance that these transactions will be consummated, and if consummated, will be consummated on the terms and price herein.
(2) Represents implied value based on weighted average LTV of respective strategies.
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KKR
REAL ESTATE
FINANCE TRUSTView entire presentation