KKR Real Estate Finance Trust Investor Presentation Deck slide image

KKR Real Estate Finance Trust Investor Presentation Deck

KKR Real Estate Finance Trust Inc. Overview Best In Class Portfolio $5.8 Billion Investment Portfolio 98% Senior Loans $136 Million Average Loan Commitment(1) 71% Multifamily & Office 98% Performing Purpose built portfolio of senior loans secured primarily by transitional, institutional multifamily and office properties owned by high quality sponsors. Conservative Balance Sheet $6.7 Billion Financing Capacity 81% Fully Non-Mark-to-Market(2) $516 Million Current Liquidity (3) Conservative liability management focused on diversified non-mark-to-market financing capacity KREF's Manager Fully Integrated with KKR 23% KKR Ownership in KREF(4) $459 Billion $25 Billion Global AUM Balance Sheet ~$38 Billion Real Estate AUM(5) 135+ Real Estate Professionals(4) One firm culture that rewards investment discipline, creativity, determination and patience and emphasizes the sharing of information, resources, expertise and best practices (1) (2) Average loan commitment is inclusive of the unfunded commitment. Based on outstanding face amount of secured financing, including non-consolidated senior interests, and excludes convertible notes and the corporate revolving credit facility. 100% of financings are non-mark-to-capital markets marks. (3) Includes $307.7 million in cash, $185.0 million undrawn corporate revolver capacity, and $18.1 million of available borrowings based on existing collateral. (4) As of November 2021. (5) Figures represent AUM across all KKR real estate transactions. 3 KKR REAL ESTATE FINANCE TRUST
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