KKR Real Estate Finance Trust Investor Presentation Deck

KREF Loan Portfolio by the Numbers Current Portfolio: $5.9 billion (1) Including net funding and repayment activity subsequent to quarter-end $1,265 18 2Q¹17 6% 9% Total Portfolio Growth $2,960 2Q'18 Other <5%, 12% 6% $4,952 9% 2Q'19 Geography (2) 12% $5,257 2Q'20 12% 11% 6% $5% ($ in Millions) $5,618 2Q¹21 12% Investment Type(³) Class-B. 24% Senior Loans 98.9% Condo (Residential) 5% Office Mezz/Other 1.1% Hospitality. 4% Class-A 76% Property Type Student Housing 3% Office 33% Interest Rate Type Industrial Retail 3% 2% Multifamily 50% Floating 99.9% Single Family Rental <1% Class-B 15% Multifamily Note: The charts above are based on total assets. Total assets reflect the principal amount of our senior and mezzanine loans. (1) As of July 23, 2021. (2) Map excludes $5.5 million Midwest Mezzanine portfolio and $38.1 million real estate corporate loan. (3) Senior loans include senior mortgages and similar credit quality loans, including related contiguous junior participations in senior loans where KREF has financed a loan with structural leverage through the non-recourse sale of a corresponding first mortgage and excludes vertical loan syndications. Class-A 85% Fixed 0.1% KKR REAL ESTATE FINANCE TRUST

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