KKR Real Estate Finance Trust | Investor Presentation Deck | 33 slides

KKR Real Estate Finance Trust · 2020-02
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a circular focal point for the company identity and a list of key attributes.summarize
Open slide detailBeat · ProblemLoop · Golden Circle
04
The slide uses a three-pillar structure to define the investment strategy.present_framework
Open slide detailBeat · ProblemLoop · Golden Circle
05
Includes CAGR metrics and specific footnotes for data definitions.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
06
Includes footnotes explaining non-GAAP metrics and specific financial adjustments.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
07
establish_context
Open slide detailBeat · SolutionLoop · Golden Circle
08
The diagram uses a hub-and-spoke model to show KKR's internal resources supporting KREF.present_framework
Open slide detailBeat · SolutionLoop · Golden Circle
09
The slide distinguishes between KREF Management Team and KREF Directors using different border styles.introduce_nominees
Open slide detailBeat · SolutionLoop · Golden Circle
10
The slide uses a split-view layout comparing investment attributes on the left and specific loan terms on the right.present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
11
The slide uses a 2x2 grid layout to categorize investment criteria.present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
12
Uses a funnel diagram to visualize the conversion of deal flow.present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
13
Waterfall chart tracks portfolio balance changes through fundings and repayments.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
14
The slide uses a combination of a bar chart for time-series growth and a grouped bar chart for segment comparison.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
15
Includes a US map with dots representing investment locations and multiple pie charts for portfolio segmentation.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
16
The slide uses bar charts to compare portfolio metrics across two quarters.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
17
The slide presents two distinct sets of financial data: income/earnings metrics and dividend/book value metrics across four quarters of 2019.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
18
Includes detailed table of debt instruments, a grouped bar chart for leverage ratios, and a pie chart for secured financing composition.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
19
The chart illustrates how interest rate changes impact net interest income per share, highlighting the benefit of LIBOR floors.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
20
The slide uses a standard comparison table format to highlight investment criteria and KKR's relationship-based sourcing.illustrate_case
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
21
The slide highlights KKR's existing sponsor relationships as a key competitive advantage.illustrate_case
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
22
The slide uses a standard comparison table format to demonstrate investment track record.illustrate_case
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
23
The slide uses a standard comparison table format to highlight KKR's investment track record.illustrate_case
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
24
summarize
Open slide detailBeat · Why NowLoop · Voice Of Customer
26
The table includes Senior Loans, Mezzanine Loans, and CMBS, with weighted averages for each category and the total portfolio.analyze_data
27
Standard financial disclosure slide for a KKR Real Estate Finance Trust presentation.appendix
28
The chart displays the dollar amount in millions for each year, with a weighted average maturity of 4.1 years.analyze_data
29
Standard financial reporting table.analyze_data
30
Standard financial reporting table.analyze_data
31
Includes footnotes regarding non-cash redemption value adjustments and CMBS B-Pieces.analyze_data
32
Includes footnotes explaining specific adjustments and share counts.analyze_data
33
Standard financial disclosure slide for REIT performance metrics.other