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KKR · pitchdeck

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

33 pages · 5 arc beats · 1 loops

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

KKR · 2020-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
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Metrics
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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits
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Product 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
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Team 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
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Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
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03
The slide uses a semi-circular diagram to represent the company's core pillars.summarize
Open slide detailBeat · Problem
04
The slide uses a three-column layout to categorize investment criteria.present_solution
Open slide detailBeat · Problem
05
MTM likely refers to Mark-to-Market.show_traction
Open slide detailBeat · Solution
06
establish_context
Open slide detailBeat · Solution
07
The diagram uses a hub-and-spoke model to show KREF at the center of KKR's ecosystem.present_solution
Open slide detailBeat · Solution
08
The slide emphasizes the diversity and experience of the committee, noting 22 additional professionals.other
Open slide detailBeat · Team
09
Uses a magnifying glass metaphor to represent the 'strike zone' or target investment criteria.establish_context
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10
Uses a 2x2 grid layout to categorize investment criteria.present_framework
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11
Uses a funnel visualization to demonstrate selectivity and rigorous underwriting.show_traction
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12
The slide uses a waterfall-style logic to show portfolio growth over time, incorporating future funding obligations as a distinct component.show_traction
Open slide detailBeat · Market Size
13
The slide highlights significant growth in the multifamily sector.show_traction
Open slide detailBeat · Market Size
14
Includes detailed footnotes regarding portfolio composition and LTV calculation methodology.analyze_data
Open slide detailBeat · Product
15
The slide uses bar charts to show portfolio composition by risk and LTV, highlighting stability.analyze_data
Open slide detailBeat · Product
16
Includes CECL impact adjustments on leverage ratios.analyze_data
Open slide detailBeat · Product
17
Includes logos for Wells Fargo, Morgan Stanley, and Goldman Sachs.analyze_data
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18
The chart uses a waterfall-style visualization to bridge cash and undrawn capacity to total liquidity.analyze_data
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19
The chart illustrates how net interest income per share increases as LIBOR decreases, demonstrating the benefit of interest rate floors.analyze_data
Open slide detailLoop · Cost Of Inaction
20
Includes detailed footnotes explaining specific accounting adjustments like CECL provisions and non-recourse debt.analyze_data
Open slide detailLoop · Cost Of Inaction
21
Includes footnotes regarding CECL adoption impact and share buybacks.show_traction
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22
The slide uses a structured table to demonstrate track record and investment criteria.illustrate_case
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23
The slide uses a table to showcase specific deal examples, highlighting KKR's competitive advantage in each.illustrate_case
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24
illustrate_case
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25
summarize
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26
appendix
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27
Includes Senior Loans, Mezzanine Loans, and CMBS categories with weighted averages.analyze_data
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28
This is a standard financial disclosure slide providing footnotes for a preceding data table.appendix
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29
The chart displays the dollar amount in millions for each year, with a peak in 2024.analyze_data
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30
Financial statement disclosure slide.analyze_data
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31
The table includes net interest income, other income, operating expenses, and per-share data.analyze_data
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32
Includes footnotes explaining adjustments and calculation methodology changes.analyze_data
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33
Standard financial disclosure slide defining non-GAAP metrics.appendix
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