KKR Real Estate Finance Trust Results Presentation Deck
Portfolio Details
($ in Millions)
Senior Loans
Investment (¹)
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan
Senior Loan.
Senior Loan
Senior Loan.
Senior Loan
Senior Loan.
Senior Loan.
Senior Loan
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
Total / Weighted Average
CMBS B-Pieces
1
RECOP (12)
Total / Weighted Average
Real Estate Owned
1
Total / Weighted Average
Real Estate Asset.
Location
KREF
Scottsdale, AZ
Raleigh, NC
Hollywood, FL
Phoenix, AZ
Denver, CO
Washington, D.C.
Dallas, TX
Manassas Park, VA
Plano, TX
Nashville, TN
Atlanta, GA
Durham, NC
San Antonio, TX
Sharon, MA
Queens, NY
Reno, NV
Carrollton, TX
Dallas, TX
Georgetown, TX
San Diego, CA
Denver, CO
Portland, OR
Portfolio Total / Weighted Average
*See footnotes on subsequent page
Property Type
Multifamily
Multifamily
Multifamily
Single Family Rental
Multifamily
Multifamily
Multifamily
Multifamily
Multifamily
Hospitality
Multifamily
Multifamily.
Multifamily
Multifamily
Industrial
Industrial
Multifamily
Multifamily
Multifamily
Multifamily
Industrial
Retail
Investment
Date
5/9/2022
4/27/2022
12/20/2021
4/22/2021
9/14/2021
12/4/2020
8/18/2021
2/25/2022
3/31/2022
12/9/2021
12/10/2021
12/15/2021
4/20/2022
12/1/2021
2/22/2022
4/28/2022
4/1/2022
4/1/2022
12/16/2021
4/29/2022
12/11/2020
12/16/2021
Total
Loawhole
$169.0
82.9
81.0
72.1
70.3
69.0
68.2
68.0
67.8
66.0
61.5
60.0
57.6
56.9
55.3
140.4
48.5
43.9
41.8
203.0
15.4
12,689.8
n.a.
n.a.
Committed
Principal
Amount¹²
$84.5
82.9
81.0
72.1
70.3
69.0
68.2
68.0
67.8
66.0
61.5
60.0
57.6
56.9
55.3
50.5
48.5
43.9
41.8
40.0
15.4
8,966.6
40.0
40.0
n.a.
9,006.6
Current
Principal
Amount
$84.5
78.5
81.0
58.0
70.2
66.8
68.2
68.0
66.6
64.7
58.6
55.1
56.2
56.9
53.0
50.5
46.9
41.9
41.8
39.5
9.9
7,755.0
35.7
35.7
81.4
81.4
7,872.1
Net
Equity (3)
$12.9
15.6
15.0
14.3
12.2
10.6
10.1
13.3
18.2
10.0
15.3
11.3
10.4
8.4
14.0
11.3
13.1
10.8
10.2
6.4
6.0
1,796.5
35.7
35.7
81.4
81.4
1,913.6
Coupon (45)
+2.9%
+3.0%
+3.1%
+4.9%
+2.8%
+3.6%
+3.9%
+2.7%
+2.8%
+3.7%
+3.0%
+3.0%
+2.7%
+2.9%
+4.0%
+2.7%
+2.9%
+2.9%
+3.4%
+2.6%
+3.8%
+3.3%
+4.8%
+4.8%
n.a.
8.5%
Term (Yrs)
3.9
3.9
3.5
2.9
3.3
2.4
3.2
3.7
3.8
3.5
3.5
3.5
3.9
3.4
0.7
3.9
3.8
3.8
3.5
3.9
2.5
3.0
5.9
5.9
n.a.
3.0
Loan Per
SF / Unit / Key(7)
$457,995 / unit
$245,294 / unit
$327,935 / unit
$157,092 / unit
$290,216 / unit
$267,000/unit
$189,444 / unit
$223,684 / unit
$250,255/unit
$281,237/key
$194,112/unit
$159,714 / unit
$164,275 / unit
$296,484 / unit
$86 / SF
$117/SF
$146,612 / unit
$117,693/unit
$199,048 / unit
$453,089 / unit
$47 / SF
n.a.
n.a.
LTV/41(8)
64%
68%
74%
50%
78%
63%
70%
73%
75%
68%
67%
67%
79%
70%
68%
74%
74%
73%
68%
63%
61%
65%
58%
58%
n.a.
65%
Risk
Rating
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
2
3.2
n.a.
n.a.
3.2
18View entire presentation