KREF
KKR Real Estate Finance TrustKREF
KREF
About: KKR Real Estate Finance Trust Inc is a real estate finance company that focuses on originating and acquiring senior mortgage loans secured by CRE assets. The investment is to originate or acquire senior mortgage loans collateralized by institutional-quality CRE assets that are owned and operated by experienced and well-capitalized sponsors and located in liquid markets with underlying fundamentals. KKR manages investments across multiple asset classes, including private equity, real estates, energy, infrastructure, credit, and hedge funds. The company's investment objective is capital preservation and generating attractive risk-adjusted returns for its stockholders over the long term, through dividends.
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
19% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 54
6% more capital invested
Capital invested by funds: $513M [Q4 2024] → $542M (+$28.7M) [Q1 2025]
4% more funds holding
Funds holding: 171 [Q4 2024] → 178 (+7) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.22% less ownership
Funds ownership: 72.91% [Q4 2024] → 72.69% (-0.22%) [Q1 2025]
89% less call options, than puts
Call options by funds: $392K | Put options by funds: $3.55M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$9.50
3%
upside
Avg. target
$10.75
17%
upside
High target
$12
31%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
JMP Securities Steven Delaney | 31%upside $12 | Market Outperform Reiterated | 20 May 2025 |
JP Morgan Richard Shane | 3%upside $9.50 | Overweight Maintained | 16 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
4 days ago
KKR Real Estate Finance Trust Inc. Declares Quarterly Dividend of $0.25 Per Share of Common Stock
NEW YORK--(BUSINESS WIRE)--KKR Real Estate Finance Trust Inc. (the “Company” or “KREF”) (NYSE: KREF) announced that the Board of Directors has declared a dividend of $0.25 per share of common stock with respect to the second quarter of 2025. The dividend is payable on July 15, 2025 to KREF's common stockholders of record as of June 30, 2025. About KKR Real Estate Finance Trust Inc. KREF is a real estate finance company that focuses primarily on originating and acquiring senior loans secured by.
Positive
Seeking Alpha
1 month ago
2 Real Estate Preferred Stocks For High Passive Income
Preferred stocks offer high yields and low appreciation, complementing common stocks and bonds in an income-focused portfolio. Arbor Realty's Series F preferred stock offers a fixed-to-floating yield, likely to be redeemed in October 2026, ensuring a strong total return. KKR Real Estate Finance's Series A preferred stock yields 8.7% at current prices, with well-covered dividends and significant upside potential.
Positive
Seeking Alpha
1 month ago
Tensions Ease Ahead Of Critical Week
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.
Neutral
Seeking Alpha
1 month ago
KKR Real Estate Finance Trust, Inc. (KREF) Q1 2025 Earnings Call Transcript
KKR Real Estate Finance Trust, Inc. (NYSE:KREF ) Q1 2025 Earnings Conference Call April 24, 2025 9:00 AM ET Company Participants Jack Switala - IR Matt Salem - CEO Patrick Mattson - President & COO Kendra Decius - CFO Conference Call Participants Rick Shane - JPMorgan Tom Catherwood - BTIG Jason Sabshon - KBW Steve Delaney - Citizens JMP Don Fandetti - Wells Fargo Operator Good morning and welcome to the KKR Real Estate Finance Trust Inc, First Quarter 2025 Financial Results Conference Call. [Operator Instructions].
Negative
Zacks Investment Research
1 month ago
KKR Real Estate Finance (KREF) Reports Q1 Loss, Misses Revenue Estimates
KKR Real Estate Finance (KREF) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of $0.17. This compares to earnings of $0.39 per share a year ago.
Neutral
Business Wire
1 month ago
KKR Real Estate Finance Trust Inc. Reports First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--KKR Real Estate Finance Trust Inc. (“KREF”) (NYSE: KREF) today reported its first quarter 2025 results, which have been posted to the Investor Relations section of KREF's website at http://www.kkrreit.com/investor-relations/events-and-presentations. A conference call to discuss KREF's financial results will be held on Thursday, April 24, 2025 at 9:00 a.m. ET. The conference call may be accessed by dialing (844) 784-1730 (U.S. callers) or +1 (412) 380-7410 (non-U.S. ca.
Neutral
Business Wire
1 month ago
KKR Real Estate Finance Trust Inc. Declares Preferred Stock Dividend
NEW YORK--(BUSINESS WIRE)--KKR Real Estate Finance Trust Inc. (the “Company” or “KREF”) (NYSE: KREF) announced that the Board of Directors has declared a dividend of $0.40625 per each issued and outstanding share of the Company's 6.50% Series A Cumulative Redeemable Preferred Stock, which represents an annual dividend of $1.625 per share. The dividend is payable on June 13, 2025 to KREF's preferred stockholders of record as of May 30, 2025. About KKR Real Estate Finance Trust Inc. KREF is a rea.
Neutral
Business Wire
1 month ago
KKR Real Estate Finance Trust Inc. Announces Time Change for its Conference Call to Discuss First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--KKR Real Estate Finance Trust Inc. (“KREF”) (NYSE: KREF) announced today that it has changed the time of its first quarter 2025 earnings conference call and webcast. The conference call will now be held on Thursday, April 24, 2025 at 9:00 a.m. ET. The conference call was previously scheduled for Thursday, April 24, 2025 at 10:00 a.m. ET. The conference call may be accessed by dialing (844) 784-1730 (U.S. callers) or +1 (412) 380-7410 (non-U.S. callers); a pass code is.
Positive
Seeking Alpha
1 month ago
KREF.PR.A: High Risk, Yet Significant Upside Potential
KKR Real Estate Finance Trust Inc. 6.5% Series A Preferred is currently trading at a discount of around 27% after a rapid decline since September. Series A's yield has approached 9% and remains pre-call date. Macro and credit cycle risks could effect KREF's underlying loan portfolio. However, key drivers suggest low solvency risk.
Neutral
Business Wire
2 months ago
KKR Real Estate Finance Trust Inc. to Announce First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--KKR Real Estate Finance Trust Inc. (“KREF”) (NYSE: KREF) announced today that it plans to release its financial results for the first quarter 2025 on Wednesday, April 23, 2025, after the closing of trading on the New York Stock Exchange. A conference call to discuss KREF's financial results will be held on Thursday, April 24, 2025 at 10:00 a.m. ET. The conference call may be accessed by dialing (844) 784-1730 (U.S. callers) or +1 (412) 380-7410 (non-U.S. callers); a p.
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