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KKR Real Estate Finance Trust · pitchdeck

KKR Real Estate Finance Trust | Investor Presentation Deck | 40 slides

40 pages · 4 arc beats · 2 loops

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KKR Real Estate Finance Trust | Investor Presentation Deck | 40 slides

KKR Real Estate Finance Trust · 2021-07
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
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
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Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits
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Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
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Team 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
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Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
The slide features a collage of various real estate asset types (office, residential, industrial) surrounding the company logo.front_matter
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02
other
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03
The slide uses a three-column layout to categorize key metrics into portfolio, balance sheet, and firm integration.summarize
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04
The slide uses a semi-circular diagram to connect six numbered points to a central value proposition.summarize
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05
transition
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06
Includes detailed footnotes regarding AUM calculation and real estate strategy scope.establish_context
Open slide detailLoop · Golden Circle
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 · SolutionLoop · Golden Circle
08
The diagram uses a hub-and-spoke model to show KREF at the center of KKR's various business units.present_solution
Open slide detailBeat · SolutionLoop · Golden Circle
09
transition
Open slide detailLoop · Golden Circle
10
The slide emphasizes the diversity of the committee as a key factor in their vetting process.other
Open slide detailBeat · Team
11
The slide uses a grid-based layout to present headshots and professional titles for 16 team members, categorized by functional area.other
Open slide detailBeat · Team
12
transition
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13
The slide uses a three-column layout to categorize investment criteria.present_framework
Open slide detailBeat · Problem
14
The slide demonstrates a shift toward senior loans and multifamily/office assets, with decreasing future funding obligations.analyze_data
Open slide detailBeat · Problem
15
The slide uses a magnifying glass metaphor to focus on investment criteria.present_framework
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16
The slide uses a funnel visualization to demonstrate the selectivity of the investment process.show_traction
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17
transition
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18
Includes detailed footnotes regarding portfolio composition and exclusions.show_traction
Open slide detailBeat · Market Size
19
Data as of June 30, 2021.analyze_data
Open slide detailBeat · Market Size
20
illustrate_case
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21
The slide uses a standard comparison table format to present loan-level data including location, committed amount, basis, coupon, LTV, and remaining term.analyze_data
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22
The slide uses bar charts to compare portfolio metrics over two quarters, highlighting stability in credit quality.show_traction
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23
The table provides a granular breakdown of five specific real estate loans, highlighting their performance and risk characteristics.analyze_data
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24
transition
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25
The slide tracks the shift from 100% Term Credit Facilities at IPO to a diversified mix of financing sources by 2Q'21, increasing non-MTM exposure to 76%.show_traction
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26
Includes detailed footnotes explaining debt calculations and CECL impact.analyze_data
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27
Includes a breakdown of loan counts and principal balances by counterparty and a portfolio composition chart.analyze_data
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28
The chart shows the breakdown of liquidity into Cash, Undrawn Corporate Revolver, Approved and Undrawn Credit Capacity, and Loan Repayment Receivable, summing tanalyze_data
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29
transition
Open slide detailLoop · Cost Of Inaction
30
The chart shows a negative correlation between LIBOR rate increases and net interest income per share, highlighting the benefit of the current low-rate environmanalyze_data
Open slide detailLoop · Cost Of Inaction
31
The slide uses a split-view layout to contrast earnings metrics with shareholder value metrics.analyze_data
Open slide detailLoop · Cost Of Inaction
32
summarize
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33
appendix
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34
The table is categorized into Senior Loans, Non-Senior Loans, and CMBS, with weighted averages for each section.analyze_data
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35
This slide serves as a technical appendix for a financial presentation, providing granular definitions for terms used in previous slides.appendix
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36
The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.2 years.analyze_data
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37
Standard financial statement presentation.analyze_data
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38
Standard financial reporting table.analyze_data
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39
Includes footnotes explaining specific adjustments.analyze_data
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40
This is a standard financial disclosure slide defining a non-GAAP metric.appendix
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