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 $5.0 Billion Investment Portfolio 3 99.5% Senior Loans $135 Million Average Loan Size 83% Multifamily & Office 8.5% Unfunded Purpose built portfolio focused on senior loans on institutional real estate and sponsorship secured predominantly by lighter transitional, multifamily and office properties Conservative & Diverse Balance Sheet $6.4 Billion Financing Capacity 78% Fully Non-Mark-to-Market(¹) $701 Million Current Liquidity (2) Conservative liability management focused on diversified non-mark-to-market financing capacity Fully Integrated with KKR 36% KKR Ownership in KREF $234 Billion $19 Billion Global AUM Balance Sheet $14 Billion Real Estate AUM (3) 90 Real Estate Professionals One firm culture that rewards investment discipline, creativity, determination and patience and emphasizes the sharing of information, resources, expertise and best practices (1) Based on outstanding face amount of secured financing and excludes convertible notes and the corporate revolving credit facility. 100% of financings are non-mark-to-capital markets marks. (2) Comprised of $301.4 million in cash (inclusive of $12.0 million of cash in our CLO), $335.0 million undrawn corporate revolver capacity, $22.2 million approved and undrawn secured financing facilities, and $42.0 million of loan repayment proceeds held with the servicer and receivable by our CLO as of September 30, 2020. (3) Figures represent AUM across all KKR real estate transactions since 2011; strategies include Real Estate Partners Americas, Real Estate Partners Europe, Asia Real Estate Partners, Property Partners Americas, Real Estate Credit, Real Estate NBFC, Private Equity funds, Special Situations, trophy single tenant investments in KKR Credit accounts, Balance Sheet investments and a pro rata portion of Drawbridge Realty's AUM ($495 million). KKR does not act as an investment adviser to Drawbridge or any of its portfolio investments. KKR REAL ESTATE FINANCE TRUST
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