KKR Real Estate Finance Trust | Investor Presentation Deck | 42 slides

KKR · 2021-05
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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Product 5 slides 100% 5/5 slides 100% 5/5 slides · 27 hits
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Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
Features a collage of real estate assets.front_matter
03
The slide uses a three-column layout to categorize key metrics and strategic pillars.summarize
04
The slide uses a hub-and-spoke style diagram to connect six distinct value propositions to the central entity.summarize
05
transition
06
Includes footnotes detailing AUM calculation and date references.establish_context
07
Uses a hub-and-spoke diagram to illustrate the integration of different real estate asset classes under one platform.present_solution
Open slide detailBeat · Solution
08
The diagram uses a hub-and-spoke model to show KREF at the center of KKR's various business units.present_solution
09
other
Open slide detailBeat · Team
10
The slide emphasizes the diversity of the investment committee as a mechanism for a thorough vetting process.other
Open slide detailBeat · Team
11
The slide uses a grid-based layout to categorize team members by function and seniority.other
Open slide detailBeat · Team
12
transition
13
The slide uses a three-column layout to define the investment criteria.present_framework
Open slide detailBeat · Problem
14
The slide tracks metrics from IPO through 1Q'21, highlighting a shift toward senior loans and multifamily/office assets.analyze_data
15
Uses a magnifying glass metaphor to highlight investment focus.present_framework
16
The funnel shows the conversion from $62.3bn screened to $1.1bn closed over the last 12 months.present_framework
17
transition
18
Includes detailed footnotes regarding portfolio composition and data exclusions.show_traction
Open slide detailBeat · Product
19
Includes footnotes explaining loan syndication details and LTV calculation methodology.analyze_data
Open slide detailBeat · Product
20
Data as of March 31, 2021.analyze_data
Open slide detailBeat · Product
21
The slide uses a standard comparison table format to showcase portfolio assets.illustrate_case
Open slide detailBeat · Product
22
Includes asset photos for each loan.analyze_data
Open slide detailBeat · Product
23
The slide uses bar charts to show portfolio health metrics over two quarters.show_traction
24
The table provides a granular breakdown of five specific real estate loan assets, highlighting their performance and risk status.analyze_data
25
transition
26
The slide uses pie charts to show the diversification of debt instruments over time.show_traction
27
The slide provides a detailed breakdown of debt obligations and leverage metrics for KKR Real Estate Finance Trust.analyze_data
28
Includes logos for Wells Fargo, Morgan Stanley, and Goldman Sachs.analyze_data
29
The chart uses a waterfall structure to show how individual liquidity components sum to the total.analyze_data
30
transition
Open slide detailLoop · Cost Of Inaction
31
The chart illustrates the negative impact on net interest income as LIBOR rates increase, highlighting the benefit of existing floors.analyze_data
Open slide detailLoop · Cost Of Inaction
32
Includes two tables and two charts comparing GAAP vs non-GAAP metrics and book value components.analyze_data
Open slide detailLoop · Cost Of Inaction
33
summarize
35
Includes detailed footnotes explaining specific financial metrics and adjustments.analyze_data
36
Contains detailed financial data for 43 individual loan entries with weighted averages.analyze_data
37
This is a standard financial disclosure slide providing technical definitions for terms used in previous slides.appendix
38
The chart shows a peak in loan maturities in 2024.analyze_data
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Standard financial statement presentation.analyze_data
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Standard financial reporting table format.analyze_data
41
Includes footnotes explaining adjustments for non-cash redemption value and unrealized gains/losses.analyze_data
42
This is a standard financial disclosure slide defining a non-GAAP metric used by the REIT.other