KKR Real Estate Finance Trust | Results Presentation Deck | 27 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 1
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Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
summarize
Open slide detailBeat · Attention
04
The slide uses a structured layout with four distinct categories, each with bulleted performance metrics.summarize
Open slide detailBeat · Attention
05
Includes footnotes detailing GAAP reconciliation and specific ratio calculations.summarize
Open slide detailBeat · NeedLoop · Logic Chain
06
The slide uses a split-view layout to contrast earnings metrics with shareholder value metrics.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
07
The slide tracks metrics from At IPO through 2Q'21.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
08
The chart uses a waterfall-style visualization to bridge portfolio balances across four quarters.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
09
illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
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illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
11
illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
12
Includes footnotes explaining loan facility details and LTV calculation methodology.illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
13
Includes detailed footnotes regarding portfolio composition and data exclusions.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
14
Includes footnotes regarding LTV calculation and risk rating methodology.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
15
The table provides a granular breakdown of loan characteristics including LTV, risk rating, and remaining term for high-risk assets.illustrate_case
Open slide detailBeat · Satisfaction
16
Includes a table of financing sources, a stacked bar chart for leverage ratios, and a pie chart for secured financing composition.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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The slide provides a breakdown of debt financing across three major financial institutions.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
18
The chart breaks down liquidity into Cash, Undrawn Corporate Revolver, Approved and Undrawn Credit Capacity, and Loan Repayment Receivable.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
19
The chart shows the net interest income per share impact at various LIBOR levels, demonstrating the protective effect of the floors.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
20
appendix
Open slide detailBeat · Action
21
The table provides a granular breakdown of a real estate finance portfolio as of Q2 2021.analyze_data
Open slide detailBeat · Action
22
This is a standard financial disclosure slide providing technical definitions and specific loan-level context for a portfolio.other
Open slide detailBeat · Action
23
The chart displays loan maturity values for the years 2021 through 2026.analyze_data
Open slide detailBeat · Action
24
Standard financial reporting slide.analyze_data
Open slide detailBeat · Action
25
Standard financial reporting table.analyze_data
Open slide detailBeat · Action
26
Includes footnotes explaining specific adjustments.analyze_data
Open slide detailBeat · Action
27
This is a standard financial disclosure slide defining a non-GAAP metric used by KKR Real Estate Finance Trust.other
Open slide detailBeat · Action