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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
KKR Real Estate Finance Trust
KKR Real Estate Finance Trust (KREF) investor relations material
KKR Real Estate Finance Trust Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary8 May, 2026
Portfolio overview and positioning
$5.1 billion senior loan portfolio, with 63% in multifamily and industrial assets and 100% of loans as senior loans.
Average loan size is $108 million, with 77% of the portfolio in multifamily and industrial properties.
93% of loans are in the U.S., with 8% exposure to Europe; 99% of loans are floating rate.
Portfolio is positioned for proactive resolution of watch list and legacy office assets, with a focus on monetizing REO holdings.
Weighted average loan-to-value is 66%, and the weighted average risk rating is 3.3.
Investment strategy and management
Focus on lending to institutional-quality real estate owned by high-quality sponsors in top U.S. markets.
71% of loans are in the top 15 MSAs, and 88% in the top 25 MSAs.
Multifamily loans represent 41% of the portfolio, with an average occupancy of 92%.
Office loans are 18% of the portfolio, with a current average occupancy of 81%.
Life science loans are concentrated in Boston and San Francisco, with 100% in top two markets.
Leadership and integration
Leadership team has over 75 years of collective experience, with key executives from major real estate and finance firms.
Integrated with KKR’s global platform, leveraging $758 billion in AUM and deep industry relationships.
KKR owns 16% of the entity and provides access to 125+ real estate professionals.
Integration with KKR provides sourcing, underwriting, and execution advantages.
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Latest events from KKR Real Estate Finance Trust
- Q1 2026 featured a $61.9M net loss, 9% book value drop, dividend cut, and $75M buyback authorization.KREF
Q1 202623 Apr 2026 - All proposals passed, including director elections and auditor ratification, with no shareholder questions.KREFAGM 202614 Apr 2026
- Director elections, auditor ratification, and executive pay are up for vote at the 2026 annual meeting.KREFProxy Filing3 Mar 2026
- Annual meeting covers director elections, auditor ratification, and executive pay advisory vote.KREFProxy Filing3 Mar 2026
- Net loss for 2025, but strong liquidity, portfolio repositioning, and active capital management.KREFQ4 20254 Feb 2026
- Q2 2024 net income rebounded, but large loan write-offs led to a distributable loss.KREFQ2 20243 Feb 2026
- Positioned for growth in transitional CRE lending as banks retreat, with disciplined risk and capital management.KREFDeutsche Bank 32nd Annual Leveraged Finance Conference20 Jan 2026
- Q3 2024 net loss of $13M driven by credit provisions, but liquidity and portfolio quality remain strong.KREFQ3 202419 Jan 2026
- Q4 net income was $14.6M, but large loan write-offs led to a full-year distributable loss.KREFQ4 20248 Jan 2026
Next KKR Real Estate Finance Trust earnings date
Q2 202622 Jul, 2026
KKR Real Estate Finance Trust
Next KKR Real Estate Finance Trust earnings date
Q2 202622 Jul, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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