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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 · 2021-11
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 11 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
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Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 24 hits
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Team 3 slides 100% 3/3 slides 100% 3/3 slides · 8 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 real estate assets 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 summarize key investment metrics and organizational strengths.summarize
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04
The slide uses a semi-circular hub-and-spoke diagram to connect six distinct value propositions to the central KKR platform.summarize
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05
transition
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06
Includes footnotes detailing AUM and investment professional counts.establish_context
Open slide detailLoop · Logic Chain
07
The slide uses a hub-and-spoke diagram to illustrate the integration of different real estate investment strategies under one platform.present_solution
Open slide detailLoop · Logic Chain
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 detailLoop · Logic Chain
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 (Leadership, Senior Investment, Asset Management, Portfolio Management, Legal, Capitalother
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 provides historical data for At IPO, 3Q'20, and 3Q'21 across four key portfolio metrics.analyze_data
Open slide detailBeat · Problem
15
The slide uses a magnifying glass metaphor to focus on investment criteria.present_framework
Open slide detailBeat · Solution
16
The slide uses a funnel visualization to demonstrate the selectivity of the investment process.illustrate_case
Open slide detailBeat · Solution
17
transition
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18
Includes detailed footnotes regarding portfolio composition and classification criteria.analyze_data
Open slide detailBeat · Market Size
19
Data as of September 30, 2021.analyze_data
Open slide detailBeat · Market Size
20
The slide uses a standard comparison table format to demonstrate investment scale and asset quality.show_traction
Open slide detailBeat · Market Size
21
The table provides a structured comparison of loan terms, collateral, and performance metrics for Bellevue, Mountain View, and Minneapolis office assets.illustrate_case
Open slide detailBeat · Market Size
22
Includes footnotes detailing LTV calculation and portfolio exclusions.show_traction
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23
The table provides granular data on loan performance, including LTV, risk ratings, and loan basis for specific assets.analyze_data
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24
transition
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25
The slide uses pie charts to show the diversification of debt instruments over time.show_traction
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26
Includes CECL impact visualization on leverage ratios.analyze_data
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27
The slide provides a breakdown of debt financing by counterparty and a portfolio composition by asset class.analyze_data
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28
The chart shows cash, undrawn revolver, credit capacity, and loan repayment receivables summing to total liquidity.analyze_data
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29
transition
Open slide detailLoop · Cost Of Inaction
30
The chart shows the impact per share on net interest income at various LIBOR levels for 2Q21 and 3Q21 loan portfolios.analyze_data
Open slide detailLoop · Cost Of Inaction
31
Includes CECL impact breakdown on book value.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 provides technical definitions and specific loan-level adjustments for the financial data presented elsewhere in the deck.appendix
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36
The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.3 years.analyze_data
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37
Standard financial statement presentation.analyze_data
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38
Standard financial reporting table format.analyze_data
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39
Includes footnotes detailing specific adjustments and per-share calculations.analyze_data
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40
Standard financial disclosure slide defining non-GAAP metrics and industry terminology.appendix
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