KKR Real Estate Finance Trust | Results Presentation Deck | 25 slides

KKR Real Estate Finance Trust · 2020-04
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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Slide 1
front_matter
Open slide detailBeat · Attention
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Includes specific references to COVID-19 pandemic risks as of April 2020.other
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The slide uses a structured layout with four distinct categories, each containing bulleted financial and operational metrics.summarize
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KREF stands for KKR Real Estate Finance Trust.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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Includes detailed footnotes explaining non-GAAP adjustments and specific line items.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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Includes CECL adoption impact adjustments.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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The chart specifically highlights the impact of CECL (Current Expected Credit Losses) accounting adjustments.show_valuation_bridge
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
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The chart tracks portfolio evolution from 1Q'19 to 1Q'20, highlighting future funding obligations.analyze_data
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illustrate_case
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The slide uses a split-view layout: a bar chart for historical portfolio growth and a grouped bar chart for property type composition.analyze_data
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Includes detailed footnotes regarding LTV calculation and loan definitions.analyze_data
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The slide uses bar charts to show the distribution of loans by LTV buckets and risk ratings, with weighted averages highlighted.analyze_data
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Includes footnotes for LTV, T12 Debt Yield, and T12 DSCR definitions.analyze_data
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Includes CECL impact breakdown in leverage ratios and a pie chart showing the mix of financing types.analyze_data
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The chart illustrates how cash and undrawn credit capacity sum to total available liquidity.analyze_data
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The chart shows how NII per share increases as LIBOR decreases, demonstrating the benefit of rate floors in a declining rate environment.analyze_data
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appendix
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The table is segmented into Senior Loans, Mezzanine Loans, and CMBS, with weighted averages for each section.analyze_data
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This is a standard disclosure slide providing footnotes for financial metrics.other
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Data is in millions of dollars. Excludes RECOP I CMBS B-Piece investment.analyze_data
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Standard financial reporting table.analyze_data
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Standard financial reporting table format.analyze_data
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Includes footnotes explaining adjustments and changes in definition of Core Earnings.analyze_data
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Standard financial disclosure slide defining non-GAAP metrics.other
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