KKR Real Estate Finance Trust | Results Presentation Deck | 26 slides

KKR Real Estate Finance Trust · 2020-08
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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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
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Metrics
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Loops
Attention 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
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Need 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 100% 2/2 slides Satisfaction 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
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100% 3/3 slides 100% 3/3 slides Action 5 slides 100% 5/5 slides 100% 5/5 slides · 16 hits
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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Attention
04
The slide uses a structured layout with three distinct categories: Financials, Liquidity & Capitalization, and Portfolio.summarize
Open slide detailBeat · Attention
05
Includes detailed footnotes explaining GAAP reconciliation and specific financial ratios like Debt-to-Equity and Total Leverage.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
06
The slide uses a split-view layout comparing earnings metrics on the left and dividend/book value metrics on the right.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
07
The slide tracks metrics from 'At IPO' to '4Q'18' and '2Q'20'.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
08
The chart tracks the evolution of the portfolio balance from 2Q'19 to 2Q'20, accounting for fundings and repayments.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
09
Includes detailed footnotes regarding methodology and portfolio composition.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
10
The slide uses a split-screen layout to compare two asset classes with specific KPIs and map visualizations.analyze_data
11
illustrate_case
12
Includes asset photos for each loan.illustrate_case
13
The slide uses bar charts to visualize portfolio metrics, showing stability in credit quality between the two quarters.analyze_data
14
The table provides a comparative view of loan characteristics including committed amount, current principal, loan basis, spread, LTV, and remaining term.illustrate_case
15
Includes detailed footnotes regarding CECL impact and non-recourse debt.analyze_data
Open slide detailLoop · Cost Of Inaction
16
Includes footnotes regarding maturity extensions and margin holidays.analyze_data
Open slide detailLoop · Cost Of Inaction
17
The chart illustrates the build-up of total liquidity from three distinct sources.analyze_data
Open slide detailLoop · Cost Of Inaction
18
The chart illustrates how lower LIBOR rates result in higher Net Interest Income per share due to the presence of rate floors.analyze_data
Open slide detailLoop · Cost Of Inaction
20
The table is categorized into Senior Loans, Mezzanine Loans, and CMBS, with weighted averages for each section.analyze_data
21
This is a standard financial disclosure slide providing methodology for metrics used in previous slides.other
22
The chart displays the dollar amount in millions for each year, with a peak in 2024.analyze_data
Open slide detailBeat · Action
23
Standard financial reporting table.analyze_data
Open slide detailBeat · Action
24
Standard financial reporting table.analyze_data
Open slide detailBeat · Action
25
Includes footnotes explaining specific adjustments and recasting of data.analyze_data
Open slide detailBeat · Action
26
other
Open slide detailBeat · Action