KREF Liquidity and Portfolio Overview slide image

KREF Liquidity and Portfolio Overview

Recent Operating Performance Net Income and Distributable Earnings Dividends and Book Value Per Share ($ in Millions) 3Q'22 2Q'23 3Q'23 Net income (loss) (1): 3Q'22 Dividend per share: 2Q'23 ($48.4) ($25.8) $21.4 $0.43 $0.43 Distributable earnings (2): $34.4 ($0.70) $0.50 3Q'22 $33.1 ($0.37) $0.48 2Q'23 $17.4 $0.31 Net Income (Loss) per Diluted Share Distributable Earnings per Diluted Share $0.43 $0.25 Dividend yield on book value per share: 9.4% 10.5% 3Q'23 $0.43 10.6% $18.28 $16.38 $16.29 3Q'23(3) 3Q'22 (1) (2) (3) Represents Net income (loss) attributable to common stockholders See Appendix for definition and reconciliation to financial results prepared in accordance with GAAP 3Q'23 Distributable earnings before realized losses on loan write-offs is $32 million, or $0.47 per share KREF 2Q'23 3Q'23 Book Value per Share 30
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