KKR Real Estate Finance Trust Investor Presentation Deck
Differentiated, Conservative Investment Strategy
Lending on institutional quality real estate owned by high-quality sponsors in top markets
Institutional Quality
Commercial Real Estate
***
Average Loan Size(¹)
$126M
KREF
Average Occupancy of
Multifamily Loans
90%
% of Portfolio
Multifamily / Industrial Loans
56%
Construction Loans
11%
Top Markets with
Strong Underlying Fundamentals
Top 15 MSAS
Top 25 MSAS
80%
91%
Note: The data above are based on total assets. Total assets reflect the principal amount of our senior and mezzanine loans
(1) Average loan size is inclusive of the unfunded commitment
(2) LTM as of June 30, 2023
High-Quality, Experienced &
Well-Capitalized Sponsors
Select Examples:
(d)
AUM, Top 10 Publicly Traded
Global Asset Manager
$100B+
Market Capitalization, Top 5
Global Investment Bank
$100B+
Units, Top Regional Multifamily
Developer and Operator
15,000+
Repeat Borrowers(2)
60%
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