anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
KKR Real Estate Finance Trust · pitchdeck

KKR Real Estate Finance Trust | Investor Presentation Deck | 44 slides

44 pages · 4 arc beats · 2 loops

Pitchdeck Download JSON
Unlock

KKR Real Estate Finance Trust | Investor Presentation Deck | 44 slides

KKR Real Estate Finance Trust · 2021-02
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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
50% 1/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Solution 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides
— 0/4 slides
Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 29 hits
— 0/4 slides
25% 1/4 slides 25% 1/4 slides 100% 4/4 slides
— 0/4 slides
Team 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
Features a collage of real estate assets.front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a three-column layout to categorize key metrics under 'Best In Class Portfolio', 'Conservative Balance Sheet', and 'Fully Integrated with KKR'.summarize
Open slide detailBeat · Problem
04
The slide uses a semi-circular radial layout to connect six key points to a central summary statement.summarize
Open slide detailBeat · Problem
05
transition
Open slide detailBeat · Solution
06
Includes detailed footnotes regarding AUM calculation and scope.establish_context
Open slide detailBeat · Solution
07
The slide uses a hub-and-spoke diagram to illustrate the integration of three distinct real estate investment verticals.present_solution
Open slide detailBeat · Solution
08
The diagram uses a hub-and-spoke model to show KREF at the center of KKR's ecosystem.present_solution
Open slide detailBeat · Solution
09
other
Open slide detailBeat · Team
10
The slide emphasizes the 'Diversity of Manager's Investment Committee' as a key value proposition for the vetting process.other
Open slide detailBeat · Team
11
The slide uses a hierarchical layout to categorize team members by function and seniority.other
Open slide detailBeat · Team
12
transition
Open slide detail
13
The slide uses a three-column layout to define the investment criteria.present_framework
Open slide detailBeat · Market Size
14
The slide provides historical data points from IPO through 4Q'20 to demonstrate portfolio risk management.analyze_data
Open slide detailBeat · Market Size
15
The slide uses a magnifying glass metaphor to highlight investment focus areas.establish_context
Open slide detailBeat · Market Size
16
The slide uses a funnel visualization to demonstrate the selectivity of the investment process.present_framework
Open slide detailBeat · Market Size
17
transition
Open slide detail
18
Includes detailed footnotes regarding asset calculation and exclusions.analyze_data
Open slide detailLoop · Zoom In
19
Includes footnotes detailing co-origination and funding structures for the loans.analyze_data
Open slide detailLoop · Zoom In
20
illustrate_case
Open slide detailLoop · Zoom In
21
Data as of December 31, 2020.analyze_data
Open slide detailLoop · Zoom In
22
The slide uses a standard comparison table format to showcase asset-level performance and loan characteristics.illustrate_case
Open slide detailLoop · Zoom In
23
Includes asset photos for each loan.illustrate_case
Open slide detailLoop · Zoom In
24
The slide uses bar charts to visualize portfolio metrics. The data indicates a high percentage of performing loans and consistent risk profiles.analyze_data
Open slide detail
25
The table provides a granular breakdown of 7 specific real estate loan assets.analyze_data
Open slide detail
26
transition
Open slide detailLoop · Cost Of Inaction
27
The slide uses pie charts to show the diversification of financing sources over time, with a specific focus on the percentage of non-MTM financing.show_traction
Open slide detailLoop · Cost Of Inaction
28
The slide provides a detailed breakdown of debt obligations and leverage metrics for KKR Real Estate Finance Trust.analyze_data
Open slide detailLoop · Cost Of Inaction
29
Includes footnotes regarding maturity dates and principal balance calculations.analyze_data
Open slide detailLoop · Cost Of Inaction
30
The chart shows the breakdown of $481.8M total liquidity into cash, undrawn revolver, credit capacity, and loan repayments.analyze_data
Open slide detailLoop · Cost Of Inaction
31
transition
Open slide detail
32
The chart shows the impact on net interest income per share at various LIBOR levels compared to the 12/31/2020 baseline.analyze_data
Open slide detail
33
Includes specific accounting adjustments like CECL impact.analyze_data
Open slide detail
34
summarize
Open slide detail
35
appendix
Open slide detail
36
Includes detailed footnotes regarding GAAP reconciliation and specific financial ratios.analyze_data
Open slide detail
37
Contains detailed financial breakdown of Senior Loans, Non-Senior Loans, and CMBS portfolios.analyze_data
Open slide detail
38
This is a standard financial disclosure slide providing definitions and specific loan-level adjustments for a real estate investment trust portfolio.appendix
Open slide detail
39
The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.3 years.analyze_data
Open slide detail
40
Standard financial disclosure table.analyze_data
Open slide detail
41
This is a standard financial disclosure slide typically found in an appendix.analyze_data
Open slide detail
42
Includes footnotes (1) and (2) explaining specific adjustments.analyze_data
Open slide detail
43
Standard financial reconciliation table found in investor relations materials.analyze_data
Open slide detail
44
This is a standard financial disclosure slide found in REIT investor presentations.appendix
Open slide detail