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

KKR Real Estate Finance Trust · 2022-03
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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Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
Features a collage of real estate asset photos.front_matter
03
The slide uses a 3-column layout to categorize key business attributes.summarize
04
The slide uses a semi-circular diagram to organize six distinct value propositions around a central core message.summarize
05
transition
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Slide provides high-level firm metrics followed by specific real estate vertical metrics.establish_context
07
Uses a hub-and-spoke diagram to illustrate the integration of different real estate investment strategies.present_framework
08
The diagram uses a hub-and-spoke model to show KREF at the center of KKR's various business units.present_solution
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other
Open slide detailBeat · Team
10
The slide emphasizes the diversity of the committee as a key factor in their vetting process.other
Open slide detailBeat · Team
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The slide uses a grid-based layout to present headshots, names, titles, and brief professional backgrounds for 18 team members, plus a summary metric.other
Open slide detailBeat · Team
12
transition
13
The slide uses a three-column layout to define the core pillars of the investment strategy.present_solution
Open slide detailBeat · Problem
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The slide uses a magnifying glass graphic to emphasize the focus on specific real estate investment criteria.present_framework
Open slide detailBeat · Problem
15
The slide uses a funnel visualization to demonstrate the conversion rate of investment opportunities.show_traction
Open slide detailBeat · Solution
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transition
Open slide detailBeat · Solution
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Includes detailed footnotes explaining methodology for classification of assets.show_traction
Open slide detailBeat · Market Size
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The slide uses a side-by-side comparison layout to contrast two distinct asset classes within the loan portfolio.analyze_data
Open slide detailBeat · Market Size
19
The slide uses a standard comparison table format to showcase portfolio assets.illustrate_case
Open slide detailBeat · Market Size
20
Includes asset photos and detailed footnotes regarding LTV calculations and loan participation.analyze_data
Open slide detailBeat · Market Size
21
The slide uses bar charts to show distribution percentages and includes weighted averages for both LTV and Risk Rating.show_traction
22
The table provides a granular view of three specific assets, with additional context provided in bullet points regarding other watch list loans.analyze_data
23
transition
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The slide uses a pie chart comparison to illustrate the reduction in reliance on mark-to-market term credit facilities.analyze_data
25
The slide details debt capacity, outstanding amounts, coupons, and mark-to-market status for various credit facilities.analyze_data
26
Includes a breakdown of loan counts and principal balances per counterparty.analyze_data
27
The chart displays cash, undrawn corporate revolver, and approved/undrawn credit capacity summing to total liquidity.analyze_data
28
Shows how KREF is rotating out of higher rate-floor loans to benefit from rising rates.analyze_data
Open slide detailLoop · Cost Of Inaction
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Includes footnotes regarding GAAP reconciliation and net income attribution.analyze_data
Open slide detailLoop · Cost Of Inaction
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summarize
32
The table provides a granular breakdown of a real estate debt portfolio, likely for a KKR Real Estate Finance Trust or similar vehicle.analyze_data
33
The table is categorized by asset class: Senior Loans, Non-Senior Loans, CMBS B-Pieces, and Real Estate Owned.analyze_data
34
This slide provides technical footnotes for a financial presentation, likely for a REIT or credit fund.appendix
35
The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.6 years.analyze_data
36
Standard financial statement presentation.analyze_data
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Standard financial reporting table.analyze_data
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Includes detailed footnotes explaining adjustments for non-cash items, loan write-offs, and share counts.analyze_data
39
Includes footnotes detailing specific adjustments and share counts.analyze_data
40
Standard financial disclosure slide defining non-GAAP metrics and industry terminology.appendix