KKR Real Estate Finance Trust Results Presentation Deck slide image

KKR Real Estate Finance Trust Results Presentation Deck

2Q'22 Financial Summary ($ in Millions) Net Interest Income Other Income Operating Expenses Provision for Credit Losses Preferred Stock Dividends Other Net Income Attributable to Common Stockholders Income Statement Diluted Weighted Average Shares Outstanding Net Income per Share, Diluted Distributable Earnings (¹) Diluted Weighted Average Shares Outstanding Distributable Earnings per Share, Diluted (¹) Dividend per Share (1) (2) (3 (4) (5) 2Q'22 $45.9 4.1 (13.2) (11.8) (5.3) (0.3) $19.4 68,549,049 $0.28 $33.1 68,549,049 $0.48 $0.43 ($ in Millions) Total Portfolio (2) Term Credit Facilities Term Lending Agreements Asset Specific Financing Secured Term Loan Convertible Notes Total Debt Balance Sheet Term Loan Facility Collateralized Loan Obligations Total Leverage Cash Total Permanent Equity Common Shareholders' Equity Debt-to-Equity Ratio (3) 2Q'22 $7,887.8 1,387.2 1,358.8 96.3 348.3 Total Leverage Ratio (4) Shares Outstanding Book Value per Share (5) See Appendix for definition and reconciliation to financial results prepared in accordance with GAAP Represents the principal amount on senior and mezzanine/other loans, one real estate owned asset, and net equity in RECOPI and real estate owned Represents (i) total outstanding debt agreements (excluding non-recourse facilities), secured term loan and convertible notes, less cash to (ii) total permanent equity, in each case, at period end Represents (i) total outstanding debt agreements, secured term loan, convertible notes, and collateralized loan obligation, less cash to (ii) total permanent equity, in each case, at period end Book value per share includes CECL credit loss allowance of $34.3 million or ($0.49) per common share KREF 143.8 $3,334.4 741.6 1,942.8 $6,018.8 118.0 1,676.4 1,348.6 1.9x 3.5x 69,654,532 $19.36 5
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