{ "schemaVersion": "deck-intelligence.v1", "id": "019de512-d7b5-728f-8da4-71a3b9f0879b", "slug": "0005f3ea3dac9c9edc4bbd5e829888ac", "title": "KKR Real Estate Finance Trust | Results Presentation Deck | 24 slides", "subtitle": "KKR Real Estate Finance Trust · 2022-04", "author": "KKR Real Estate Finance Trust", "date": "2022-04-01 00:00:00", "pageCount": 24, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.3333334, "document": { "id": "019de512-d7b5-728f-8da4-71a3b9f0879b", "slug": "0005f3ea3dac9c9edc4bbd5e829888ac", "title": "KKR Real Estate Finance Trust | Results Presentation Deck | 24 slides", "rawTitle": "KKR Real Estate Finance Trust | Results Presentation Deck | 24 slides", "authorId": "kkr-real-estate-finance-trust", "authorName": "KKR Real Estate Finance Trust", "authorDisplay": "KKR Real Estate Finance Trust", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-04__kkr-real-estate-finance-trust__results__0005f3ea.pdf", "sourceUrl": "https://www.slidebook.io/company/kkr-real-estate-finance-trust/presentation/0005f3ea3dac9c9edc4bbd5e829888ac/", "sourceDate": "2022-04-25 00:00:00", "presentationDate": "2022-04-01 00:00:00", "ingestedAt": "2026-05-01 19:45:10.666204+00", "status": "ready", "pageCount": 24, "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "reit-mortgage", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-04__kkr-real-estate-finance-trust__results__0005f3ea", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 24, "pagesIndexed": 24, "pagesWithImages": 24, "pagesWithMetadata": 24, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 96, "chartCount": 16, "metricSlides": 0, "toolMatches": 10, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "evidence": "The presentation follows a clear sequence of attention, need, satisfaction, and action", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:59:46.799336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "26145d29-1ca9-4f51-a008-b28b1c0f2e62", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first four slides provide an overview of the company's performance and highlights", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 5, "from": 3, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null, "categoryName": "Validation", "categorySlug": "validation" }, "matchId": "fdf54c6f-9d57-4f41-8b15-c182eb1b0ccf", "evidence": "The presentation provides a clear overview of the company's financial performance", "position": 1, "objective": "Providing an overview of the company's performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:47.00667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "03e5af86-ccfc-4ce3-a26f-2cb3a12ad559", "evidence": "FIRST QUARTER 2022 SUPPLEMENTAL INFORMATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:11.759253+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "64aae585-03b9-4522-b4e5-627fec281cf5", "evidence": "list/bullet: Liquidity & Capitalization: $134M net proceeds from common stock; $151M from preferred; $1.0B CLO; $759M total liquidity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:11.927734+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b806218f-db48-48d9-a682-8c3766857a1c", "evidence": "Income Statement table and Balance Sheet table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.088465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a18a9529-3236-4bc6-b9ad-b56d2150a9bf", "evidence": "Net Income and Distributable Earnings table and Dividends and Book Value Per Share table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.177923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7bab9228-292c-4fc4-9404-da3b1a960e64", "evidence": "Summary of Outstanding Financing table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.486738+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "04d819cc-0ce2-4aa2-95a2-6940b002f66d", "evidence": "table/data: Table containing 50 rows of loan data with columns for Investment, Location, Property Type, Investment Date, Principal Amounts, Equity, Funding, Coupon, Term, and LTV.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.191885+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b48a340a-003e-497b-bfe9-dd8b5678ab93", "evidence": "table/data: Detailed investment portfolio table with columns for #, Investment, Location, Property Type, Investment Date, Total Whole Loan, Committed Principal Amount, Current Principal Amount, Net Equity, Future Funding", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.272813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f8569146-5177-49b3-8242-bf240d2421e1", "evidence": "table/data: Consolidated balance sheet data comparing March 31, 2022 and December 31, 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.434832+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d2c5b550-442b-4b8d-8cb5-5dfe5102b6b7", "evidence": "table/data: Consolidated Statements of Income table with line items for Net Interest Income, Other Income, Operating Expenses, and Net Income per share.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.519691+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca50f20f-ff93-4a86-aca4-efd1a7980a6c", "evidence": "table/data: Reconciliation table with columns for three periods and rows for GAAP Net Income, adjustments, and Distributable Earnings.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.597965+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "19a31653-6883-4248-aea0-865de6c83d88", "evidence": "The chart uses a waterfall structure to bridge beginning and ending portfolio balances.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall-bridge" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/O1Gcx3Od7kO-CDwet_nsaukNmMfiUyBMaboii05j0q0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wMDA1ZjNlYTNkYWM5YzllZGM0YmJkNWU4Mjk4ODhhYy9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 86, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:00.157+00", "seconds": 3.581, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/1", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-1", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.146, "w": 0.146, "x": 0.777, "y": 0.081 }, "kind": "image", "text": "KKR REAL ESTATE FINANCE TRUST", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.157+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9de1687-bf48-4c13-8255-2eeb97861232", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.652, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.157+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d4bde86-c288-4fd6-a2db-7969f2018336", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.199, "x": 0.059, "y": 0.84 }, "kind": "paragraph", "text": "APRIL 25, 2022", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.157+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd2e2035-c542-4d4c-bd06-1d165b2cb588", "parentComponentId": null }, { "bbox": { "h": 0.152, "w": 0.363, "x": 0.56, "y": 0.393 }, "kind": "title", "text": "FIRST QUARTER 2022 SUPPLEMENTAL INFORMATION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.157+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ca11ba1-74c6-44f9-ae1b-8d37b20d00c2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "03e5af86-ccfc-4ce3-a26f-2cb3a12ad559", "evidence": "FIRST QUARTER 2022 SUPPLEMENTAL INFORMATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:11.759253+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "26145d29-1ca9-4f51-a008-b28b1c0f2e62", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first four slides provide an overview of the company's performance and highlights", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/69dfJvmrLbSNqz4Cj2yIQGX2YUlawZ2Exp1mR23Sabg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wMDA1ZjNlYTNkYWM5YzllZGM0YmJkNWU4Mjk4ODhhYy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/FdlxW-_o8jynO_U-ZajLpqY5PKo5vO0sYeHnheKov1I/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wMDA1ZjNlYTNkYWM5YzllZGM0YmJkNWU4Mjk4ODhhYy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/dHfsbrEOsUdp1tcbKTa0Y9vaV7vp1TAvJP4b1BJl3zs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wMDA1ZjNlYTNkYWM5YzllZGM0YmJkNWU4Mjk4ODhhYy9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 281, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:43:59.685+00", "seconds": 2.848, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/2", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-2", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.78, "w": 0.88, "x": 0.06, "y": 0.14 }, "kind": "disclaimer", "text": "This presentation has been prepared for KKR Real Estate Finance Trust Inc. (NYSE: KREF) for the benefit of its stockholders. This presentation is solely for informational purposes in connection with evaluating the business, operations and financial results...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.685+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c7741b5-b87b-4cac-b6a4-333ac5e791ee", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.01, "x": 0.93, "y": 0.94 }, "kind": "other", "text": "2", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.685+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e709868-1034-4993-836f-eecec482d45e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.06, "y": 0.94 }, "kind": "other", "text": "KREF", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.685+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5415585-8456-410f-9bb9-159af72a4087", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Legal Disclosures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.685+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b86b83da-15e6-4059-a4cf-4a9af7a3f880", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "26145d29-1ca9-4f51-a008-b28b1c0f2e62", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first four slides provide an overview of the company's performance and highlights", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a 3-column layout to categorize key performance indicators.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 5, "textChars": 378, "nDataPoints": 12, "notes": "The slide uses a 3-column layout to categorize key performance indicators.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:04.432+00", "seconds": 7.533, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/3", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-3", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "(1) Average loan size is inclusive of the unfunded KREF commitment (2) Based on outstanding face amount of secured financing... (3) Includes $173 million in cash... (4) As of December 31, 2021 (5) Figures represent AUM across all KKR real estate transactions", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:04.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b7c642a-f570-43dd-98f7-013e91d5feff", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.68, "y": 0.25 }, "kind": "metric", "text": "21% KKR Ownership in KREF", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:04.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "305f35cd-faec-4416-a10d-047c354a7556", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.38, "y": 0.25 }, "kind": "metric", "text": "$8.0 B Financing Capacity", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:04.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c937cf1-082f-44aa-bb30-9a433b8d8225", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.07, "y": 0.25 }, "kind": "metric", "text": "$7.3 B Investment Portfolio", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:04.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed44de03-db78-4b86-bc98-40ef7a1320a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "KKR Real Estate Finance Trust Inc. Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:04.432+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30bd9a2a-e5c6-4ee4-b69b-510308ef6918", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "26145d29-1ca9-4f51-a008-b28b1c0f2e62", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first four slides provide an overview of the company's performance and highlights", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "fdf54c6f-9d57-4f41-8b15-c182eb1b0ccf", "evidence": "The presentation provides a clear overview of the company's financial performance", "position": 1, "objective": "Providing an overview of the company's performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:47.00667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 502, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:00.579+00", "seconds": 3.654, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/4", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-4", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.65, "x": 0.28, "y": 0.26 }, "kind": "list", "text": "Originations: $844M in 1Q; $150M post-quarter.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61a5a205-2a68-46e9-b24e-2b05f135878d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.28, "y": 0.14 }, "kind": "list", "text": "Financials: 1Q Net income of $0.46/share, Distributable Earnings of $0.47/share; BVPS of $19.46.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2b5346a-626b-4fce-bb10-b1fc9452e43c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.28, "y": 0.5 }, "kind": "list", "text": "Liquidity & Capitalization: $134M net proceeds from common stock; $151M from preferred; $1.0B CLO; $759M total liquidity.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b387ee5d-b69a-421e-8701-ea29a7cb4d6e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.28, "y": 0.36 }, "kind": "list", "text": "Portfolio: $7.3B senior loan portfolio; 75% multifamily/office; 2.9 risk rating; $282M repayments.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5010a8e-8aa7-4c80-9171-98f62bbd1fc5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.88 }, "kind": "source-note", "text": "(1) Represents Net Income attributable to common stockholders (2) See Appendix for definition and reconciliation", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2fa6a8b-9cff-442e-9697-6b9c42aaa6d5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "First Quarter 2022 Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6b0a7bc-b9a3-4f14-9f29-c2658371a334", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "64aae585-03b9-4522-b4e5-627fec281cf5", "evidence": "list/bullet: Liquidity & Capitalization: $134M net proceeds from common stock; $151M from preferred; $1.0B CLO; $759M total liquidity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:11.927734+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "26145d29-1ca9-4f51-a008-b28b1c0f2e62", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first four slides provide an overview of the company's performance and highlights", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "fdf54c6f-9d57-4f41-8b15-c182eb1b0ccf", "evidence": "The presentation provides a clear overview of the company's financial performance", "position": 1, "objective": "Providing an overview of the company's performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:47.00667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "Includes footnotes explaining specific financial metrics and reconciliations.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 4, "textChars": 123, "nDataPoints": 28, "notes": "Includes footnotes explaining specific financial metrics and reconciliations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:43:59.774+00", "seconds": 2.36, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/5", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-5", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.85 }, "kind": "source-note", "text": "Footnotes (1) through (5) explaining financial definitions.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c5420c8-8386-4b93-bb94-25c3d24c9de4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.06, "y": 0.145 }, "kind": "table", "text": "Income Statement table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f725e3e-4712-45c5-b43b-4fe1120ae320", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.52, "y": 0.145 }, "kind": "table", "text": "Balance Sheet table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d177a319-b69b-4b19-9f59-3123e8f064ae", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "1Q'22 Financial Summary", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:43:59.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "664b1c81-2fd5-4ce0-9778-66e03084ad4a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b806218f-db48-48d9-a682-8c3766857a1c", "evidence": "Income Statement table and Balance Sheet table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.088465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "fdf54c6f-9d57-4f41-8b15-c182eb1b0ccf", "evidence": "The presentation provides a clear overview of the company's financial performance", "position": 1, "objective": "Providing an overview of the company's performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:47.00667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide uses a split-view layout to compare earnings-related metrics on the left and dividend/book value metrics on the right.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 6, "textChars": 351, "nDataPoints": 24, "notes": "The slide uses a split-view layout to compare earnings-related metrics on the left and dividend/book value metrics on the right.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.141+00", "seconds": 3.442, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/6", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-6", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.44, "x": 0.06, "y": 0.52 }, "kind": "chart", "text": "Net Income vs Distributable Earnings per Diluted Share", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f2a416f-9088-4f5d-b792-806a84e5cc5c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.44, "x": 0.52, "y": 0.52 }, "kind": "chart", "text": "Book Value per Share", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ed47f42-037f-4b85-8336-1340d292bb2c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "(1) Represents Net Income attributable to common stockholders (2) See Appendix for definition and reconciliation to financial results prepared in accordance with GAAP", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20e26510-4b0a-417d-a6e1-27b351271c35", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.44, "x": 0.52, "y": 0.16 }, "kind": "table", "text": "Dividends and Book Value Per Share table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09334fcf-1399-40b7-b1c3-8b3a444de5cf", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.44, "x": 0.06, "y": 0.16 }, "kind": "table", "text": "Net Income and Distributable Earnings table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "886f622f-d076-4c59-ad19-e08eb29a1c8a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Recent Operating Performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.141+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66a102e9-3d4f-4fa0-b652-c7e61fe13465", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a18a9529-3236-4bc6-b9ad-b56d2150a9bf", "evidence": "Net Income and Distributable Earnings table and Dividends and Book Value Per Share table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.177923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "analysis", "title": "The chart tracks portfolio growth through fundings, repayments, and write-offs, while highlighting future funding obligations.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 349, "nDataPoints": 24, "notes": "The chart tracks portfolio growth through fundings, repayments, and write-offs, while highlighting future funding obligations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.23+00", "seconds": 3.226, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/7", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-7", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.88, "x": 0.06, "y": 0.16 }, "kind": "chart", "text": "Portfolio Funding Activity – Outstanding Principal", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa0d43d7-23d5-423d-ba5e-77ece1ebd1ab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.9 }, "kind": "disclaimer", "text": "(1) Includes one real estate owned asset and capital committed to our investment in an aggregator vehicle that invests in CMBS\n(2) Future funding obligations are generally contingent upon certain events and may not result in investment by us", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5b9b702-c35b-47be-be26-455917a0bbd9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.07, "y": 0.25 }, "kind": "legend", "text": "Future Funding Obligations", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6405273-339e-4e41-ae25-a9790bd9b11d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Last Twelve Months Loan Activity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c99906bc-3874-424d-a08e-c764bfb586c0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "19a31653-6883-4248-aea0-865de6c83d88", "evidence": "The chart uses a waterfall structure to bridge beginning and ending portfolio balances.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:44:01.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "evidence", "title": "The slide uses a standard comparison table format to showcase investment activity.", "function": "illustrate_case", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 4, "textChars": 422, "nDataPoints": 18, "notes": "The slide uses a standard comparison table format to showcase investment activity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:03.85+00", "seconds": 5.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/8", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-8", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.73, "x": 0.21, "y": 0.63 }, "kind": "image", "text": "Asset photos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:03.85+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fdb3e0d-8289-4677-a522-df99991f03f2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "(1) The total whole loan is $196 million, co-originated and co-funded by KREF and a KKR affiliate. KREF's interest was 64% of the loan or $125 million\n(2) LTV based on initial loan amount divided by the as-is appraised value as of the date the loan was originated", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:03.85+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "490ed03e-c976-473c-b9d3-e96d3af7b325", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.88, "x": 0.06, "y": 0.15 }, "kind": "table", "text": "Investment details for Arlington Multifamily, San Carlos Life Science, and West Hollywood Multifamily.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:03.85+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df35f7ac-6b76-4bff-bd34-7901d1f34734", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "1Q'22 Loan Originations – Select Case Studies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:03.85+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f976550-1201-45be-adce-1574daab808c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "analysis", "title": "Includes detailed footnotes regarding portfolio definitions and asset classification.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 7, "textChars": 237, "nDataPoints": 22, "notes": "Includes detailed footnotes regarding portfolio definitions and asset classification.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:00.922+00", "seconds": 2.489, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/9", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-9", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Total Portfolio Growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31c686d7-5705-471d-94e7-5424b7d663a7", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.05, "y": 0.5 }, "kind": "chart", "text": "Geography", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d117966e-8e1a-40c2-9298-68087fa497c7", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.52, "y": 0.42 }, "kind": "chart", "text": "Property Type", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b0ab96b-7d41-4dfd-a12a-a29a6f4957f9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.52, "y": 0.15 }, "kind": "chart", "text": "Investment Type", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b75a242a-3824-4082-9c0e-28fccaccf5dc", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.75, "y": 0.15 }, "kind": "chart", "text": "Interest Rate Type", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d252aff9-fd2c-47f9-9a59-d3acb4ebbcad", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "source-note", "text": "Note: The charts above are based on total assets. Total assets reflect the principal amount of our senior and mezzanine loans.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3e1272b-ccf7-414e-8396-5c3bf7b26d89", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "KREF Loan Portfolio by the Numbers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8fd7992-312d-4929-98cc-eda4d0af20e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "26c84a8b-ce7b-41f3-881d-1cd2ed7b6441", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Slides 5-9 provide financial summaries and loan performance details", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "analysis", "title": "The slide uses bar charts to show portfolio composition by LTV buckets and risk ratings, with weighted averages highlighted.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 5, "textChars": 390, "nDataPoints": 24, "notes": "The slide uses bar charts to show portfolio composition by LTV buckets and risk ratings, with weighted averages highlighted.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.67+00", "seconds": 3.976, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/10", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-10", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "Risk Rating distribution for 4Q'21 and 1Q'22", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01e0e8b6-f63b-4aa6-a402-8da97d199b5e", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Loan-to-Value distribution for 4Q'21 and 1Q'22", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "994a0d83-14a1-4dcb-8f60-00af78b45bde", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "(1) LTV is generally based on the initial loan amount divided by the as-is appraised value... (2) Includes non-consolidated senior interests... (3) Weighted average is weighted by current principal amount", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0322467-d131-4b85-b260-aa6217dbdc5d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "Collected 100% of interest payments due on loan portfolio", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a688ad3-a130-4fc4-90b9-b0907c187ab5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Portfolio Credit Quality Remains Strong", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73a5322f-da45-4bfa-8cb4-0a67a8b4926a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "evidence", "title": "The table highlights specific loan attributes including loan type, date, collateral, purpose, location, amounts, basis, coupon, LTV, term, and risk rating.", "function": "illustrate_case", "rawType": "precedent_table", "block": null, "metadata": { "slideType": "precedent_table", "slideTypeCanon": { "name": "Precedent table", "slug": "precedent_table", "status": "active", "canonId": "019de52d-115e-757e-a38f-486981054171", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 3, "textChars": 387, "nDataPoints": 33, "notes": "The table highlights specific loan attributes including loan type, date, collateral, purpose, location, amounts, basis, coupon, LTV, term, and risk rating.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:29:32.849+00", "seconds": 2.25, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/11", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-11", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "disclaimer", "text": "(1) LTV is based on the initial loan amount divided by the as-is appraised value as of the date the loan was originated or by the current principal amount as of the date of the most recent as-is appraised value\n(2) Calculated based on the anticipated maturity date", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:32.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22f92cef-32d3-447a-aebc-2fd6b073fa54", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Investment details for Philadelphia Office (x2) and New York Condo loans.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:32.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6119b4ae-f1c2-4c3d-9ab8-bbada10beb28", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case Studies: Watch List Loans (Risk Rating 4 & 5)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:32.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b746a77-5af2-4652-9ea6-388591c83f23", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "analysis", "title": "The slide provides a detailed breakdown of debt facilities, including capacity, outstanding amounts, coupons, and mark-to-market status.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 6, "textChars": 298, "nDataPoints": 35, "notes": "The slide provides a detailed breakdown of debt facilities, including capacity, outstanding amounts, coupons, and mark-to-market status.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.761+00", "seconds": 3.038, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/12", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-12", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.28, "x": 0.68, "y": 0.18 }, "kind": "chart", "text": "Leverage Ratios: Debt-to-Equity and Total Leverage", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dfa2387-1c52-4cd9-8504-81f8d6bc9840", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.28, "x": 0.68, "y": 0.55 }, "kind": "chart", "text": "Outstanding Secured Financing composition", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad8a8b6b-6dd4-47ad-8f4d-436895d57bdd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Diversified financing sources totaling $8.0 billion with $2.5 billion of undrawn capacity", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c24e8137-3085-4bfb-9997-cc6483c4bd83", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Note: All figures as of March 31, 2022", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8239976a-e1b6-42ca-ab16-2edefbfc673d", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.6, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Summary of Outstanding Financing table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "013542ae-016a-4629-811f-296aa83f8e8e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Financing Overview: 79% Non-Mark-To-Market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ec8cd34-88d8-41cd-aa85-d39d13060e7f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7bab9228-292c-4fc4-9404-da3b1a960e64", "evidence": "Summary of Outstanding Financing table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:04.486738+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "analysis", "title": "The slide provides a detailed breakdown of drawn amounts, capacity, collateral, maturity, pricing, and advance rates for credit facilities.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 4, "textChars": 402, "nDataPoints": 35, "notes": "The slide provides a detailed breakdown of drawn amounts, capacity, collateral, maturity, pricing, and advance rates for credit facilities.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.884+00", "seconds": 3.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/13", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-13", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.7, "y": 0.65 }, "kind": "chart", "text": "Property Type distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ee86818-366b-449b-926a-0b075af3c163", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.88 }, "kind": "disclaimer", "text": "(1) Based on extended maturity date (2) Weighted average pricing expressed as spread over the relevant floating benchmark rates, which include one-month LIBOR and Term SOFR, as applicable to each financing (3) Based on principal balance of financing", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c23a805b-4b88-463d-8383-c41be3311edd", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Counterparty, Drawn, Capacity, Collateral, Maturity, Pricing, Advance, Mark-to-market", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "793a999d-6666-41e2-ab32-3be93c53d5a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Financing Overview: Term Credit Facilities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cac6ead5-d1be-40c9-a916-e18086f4403c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "analysis", "title": "The chart displays cash, undrawn revolver, and credit capacity totaling $759 million.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 4, "textChars": 460, "nDataPoints": 4, "notes": "The chart displays cash, undrawn revolver, and credit capacity totaling $759 million.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.934+00", "seconds": 3.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/14", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-14", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "chart", "text": "Sources of Available Liquidity", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.934+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66da5a48-af39-4961-abc2-ea25ac2d20ee", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "(1) Represents under-levered amounts under financing facilities. While these amounts were previously contractually approved and/or drawn, in certain cases, the lender's consent is required for us to (re)borrow these amounts", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.934+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60138a25-564d-4c9f-9c79-c4939ec76c53", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "In addition to the available liquidity below, KREF had $377 million of unencumbered senior loans that can be pledged to financing facilities subject to lender approval, as of March 31, 2022", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.934+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce9de82-ed67-4827-bfe0-5ea31d210b65", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Liquidity Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.934+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "970a202d-a8ee-4fa1-926d-9387ed746e27", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "a9ba7ad8-c914-4263-bec4-8b9282af8eff", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Slides 10-14 showcase the company's strong credit quality and financing overview", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "The chart shows a non-linear sensitivity profile, likely due to interest rate floors in the loan portfolio.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 380, "nDataPoints": 5, "notes": "The chart shows a non-linear sensitivity profile, likely due to interest rate floors in the loan portfolio.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.438+00", "seconds": 2.571, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/15", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-15", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.88, "x": 0.06, "y": 0.32 }, "kind": "chart", "text": "Quarterly Net Interest Income Per Share Sensitivity to Change in Market Rates", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb1201d4-7e1f-40de-b347-c7498ccdb263", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.06, "y": 0.14 }, "kind": "paragraph", "text": "Ongoing portfolio rotation out of higher rate-floor loans is positioning KREF to benefit from a rising rate environment. 100% floating-rate loan portfolio; 87% indexed to one-month LIBOR and 13% to Term SOFR", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b99581b-469f-4d4d-9a9b-a54fbeee2667", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.06, "y": 0.91 }, "kind": "source-note", "text": "Note: Based on portfolio as of March 31, 2022", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a19bb462-e2f7-42ce-96f1-9501779bc74e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Portfolio Repositioning for Higher Rate Environment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1d44bf8-be22-4531-8db5-204b4e112c69", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:00.908+00", "seconds": 1.992, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/16", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-16", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.193, "x": 0.104, "y": 0.305 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:00.908+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "251d745e-96bc-4d68-b8c3-147b0aca6b3a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "analysis", "title": "The table provides a comprehensive breakdown of the KREF senior loan portfolio as of the presentation date.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 232, "nDataPoints": 550, "notes": "The table provides a comprehensive breakdown of the KREF senior loan portfolio as of the presentation date.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.668+00", "seconds": 2.38, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/17", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-17", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "*See footnotes on subsequent page", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.668+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd4dff72-bbce-4eae-8f82-f23b6fd0c63d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "($ in Millions)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.668+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adfd17c7-9d4d-480a-82b7-5537305752f6", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table containing 50 rows of loan data with columns for Investment, Location, Property Type, Investment Date, Principal Amounts, Equity, Funding, Coupon, Term, and LTV.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.668+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a79aa062-ed34-4e12-aa78-e27b29b2986e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Portfolio Details", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.668+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37b651e3-94d5-49e0-a0f3-119813c97e54", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "04d819cc-0ce2-4aa2-95a2-6940b002f66d", "evidence": "table/data: Table containing 50 rows of loan data with columns for Investment, Location, Property Type, Investment Date, Principal Amounts, Equity, Funding, Coupon, Term, and LTV.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.191885+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "analysis", "title": "The table is categorized into Senior Loans, Non-Senior Loans, CMBS B-Pieces, and Real Estate Owned.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 3, "textChars": 326, "nDataPoints": 250, "notes": "The table is categorized into Senior Loans, Non-Senior Loans, CMBS B-Pieces, and Real Estate Owned.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:01.769+00", "seconds": 2.385, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/18", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-18", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "*See footnotes on subsequent page", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.769+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c42602e-3a9e-4ec6-8cd2-3ec49b73c7cd", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Detailed investment portfolio table with columns for #, Investment, Location, Property Type, Investment Date, Total Whole Loan, Committed Principal Amount, Current Principal Amount, Net Equity, Future Funding, Coupon, Max Remaining Term, Loan Per SF/Unit/Key, LTV, Risk Rating", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.769+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07477c5b-4f51-438a-8bc9-9147020c767a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Portfolio Details", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:01.769+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60dfd5d0-77a1-48b0-82fb-d682734fb939", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b48a340a-003e-497b-bfe9-dd8b5678ab93", "evidence": "table/data: Detailed investment portfolio table with columns for #, Investment, Location, Property Type, Investment Date, Total Whole Loan, Committed Principal Amount, Current Principal Amount, Net Equity, Future Funding", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.272813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "appendix", "title": "This slide serves as a technical appendix for financial reporting, providing granular definitions for terms used in previous slides.", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 140, "nDataPoints": 15, "notes": "This slide serves as a technical appendix for financial reporting, providing granular definitions for terms used in previous slides.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:05.033+00", "seconds": 5.623, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/19", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-19", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.08, "x": 0.059, "y": 0.935 }, "kind": "image", "text": "KREF", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:05.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5129e29e-0cd0-4c99-a92a-c7c1c39fb9c8", "parentComponentId": null }, { "bbox": { "h": 0.78, "w": 0.882, "x": 0.059, "y": 0.125 }, "kind": "paragraph", "text": "Numbered list of 13 detailed disclosures regarding loan definitions, LTV methodologies, and specific asset-level notes.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:05.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c08089-c059-4aba-a478-a417c5970d02", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.235, "x": 0.059, "y": 0.075 }, "kind": "title", "text": "Portfolio Details", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:05.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f33b2f7b-3ef5-4b0a-976b-f985f2afd605", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "analysis", "title": "The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.5 years.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 176, "nDataPoints": 7, "notes": "The chart displays the dollar amount in millions for each year, with a weighted average maturity of 3.5 years.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.103+00", "seconds": 2.519, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/20", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-20", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.88, "x": 0.058, "y": 0.2 }, "kind": "chart", "text": "Bar chart showing loan maturities by year", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.103+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2ddd386-9dbb-4a47-8b2e-affeaa75f528", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.058, "y": 0.15 }, "kind": "paragraph", "text": "Fully extended weighted average loan maturity of 3.5 years(1)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.103+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b3ee5e6-870a-46d1-ae54-f20966b152be", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.058, "y": 0.92 }, "kind": "source-note", "text": "(1) Excludes RECOP I CMBS B-Piece investment", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.103+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf2532f3-b4b8-414f-99f4-b4bc0aeb2ec4", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.45, "x": 0.058, "y": 0.075 }, "kind": "title", "text": "Fully Extended Loan Maturities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.103+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf5f2fff-10fc-41c4-8943-ccf866db8b1f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 15, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "231f784d-f3bb-4a80-8838-a95db68fbcbd", "evidence": "The presentation emphasizes the need to reposition the portfolio for a higher rate environment", "position": 0, "objective": "Highlighting the importance of portfolio repositioning", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:59:46.972486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "analysis", "title": "Standard financial reporting table with footnotes.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 3, "textChars": 363, "nDataPoints": 40, "notes": "Standard financial reporting table with footnotes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.643+00", "seconds": 2.723, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/21", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-21", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.85 }, "kind": "source-note", "text": "(1) Includes $54.0 million held in collateralized loan obligation as of December 31, 2021 (2) Includes $1.7 million and $2.3 million of restricted cash... (3) Includes $80.9 million of pre-close loan fundings... (4) Includes $1.8 million and $1.5 million...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.643+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a491e388-5571-4625-b804-2380672e607b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "table", "text": "Consolidated balance sheet data comparing March 31, 2022 and December 31, 2021.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.643+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da9afafc-6d70-4380-a8be-30513a9d1528", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Consolidated Balance Sheets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.643+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01799253-5650-4471-88a8-d1da9870b608", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f8569146-5177-49b3-8242-bf240d2421e1", "evidence": "table/data: Consolidated balance sheet data comparing March 31, 2022 and December 31, 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.434832+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "Standard financial reporting table format.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 2, "textChars": 173, "nDataPoints": 75, "notes": "Standard financial reporting table format.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.058+00", "seconds": 2.119, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/22", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-22", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.135 }, "kind": "table", "text": "Consolidated Statements of Income table with line items for Net Interest Income, Other Income, Operating Expenses, and Net Income per share.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.058+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a6f1095-097e-4bdd-9668-b5e60edc19c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Consolidated Statements of Income", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.058+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58132317-1d69-4282-9036-3c2180705b64", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d2c5b550-442b-4b8d-8cb5-5dfe5102b6b7", "evidence": "table/data: Consolidated Statements of Income table with line items for Net Interest Income, Other Income, Operating Expenses, and Net Income per share.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.519691+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "Includes detailed footnotes explaining specific adjustments like loan write-offs and convertible note impacts.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 982, "nDataPoints": 60, "notes": "Includes detailed footnotes explaining specific adjustments like loan write-offs and convertible note impacts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.559+00", "seconds": 2.597, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/23", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-23", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "paragraph", "text": "(1) Diluted weighted average common shares outstanding for Distributable Earnings excludes 6,316,174 potentially issuable shares under assumed conversion of the Convertible Notes\n(2) Includes ($1.0) million, ($1.1) million, and $0.0 million of unrealized mark-to-market adjustment to RECOP I's underlying CMBS investments during 1Q'22, 4Q'21, and 1Q'21, respectively. Includes $2.5 million and $0.7 million non-cash redemption value adjustment of the Special Non-Voting Preferred Stock (SNVPS) during 4Q'21 and 1Q'21, respectively\n(3) Includes $32.1 million write-off on a defaulted senior retail loan which we took title of the underlying property and $0.9 million write-off of the remaining balance on an impaired mezzanine retail loan during 4Q'21\n(4) Numbers presented may not foot due to rounding", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.559+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c677212-8fc7-406b-90ad-6939e1bc48e8", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "table", "text": "Reconciliation table with columns for three periods and rows for GAAP Net Income, adjustments, and Distributable Earnings.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.559+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cf61a51-7311-4e4d-9c9e-2c6df32136e3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Reconciliation of GAAP Net Income to Distributable Earnings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.559+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65e003c2-3d67-4984-8006-dd2928493c3e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca50f20f-ff93-4a86-aca4-efd1a7980a6c", "evidence": "table/data: Reconciliation table with columns for three periods and rows for GAAP Net Income, adjustments, and Distributable Earnings.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:27:27.597965+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "setup", "title": "This is a standard financial disclosure slide found in KKR Real Estate Finance Trust (KREF) investor presentations.", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 402, "nDataPoints": 0, "notes": "This is a standard financial disclosure slide found in KKR Real Estate Finance Trust (KREF) investor presentations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:44:02.28+00", "seconds": 2.254, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de512-d7b5-728f-8da4-71a3b9f0879b/24", "deck": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b", "deckAnchor": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b#slide-24", "deckJson": "/decks/019de512-d7b5-728f-8da4-71a3b9f0879b.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.83 }, "kind": "paragraph", "text": "LEED: LEED is the most widely used green building rating system in the world. LEED certification provides independent verification of a building or neighborhood’s green features...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c54327ac-9db0-429b-8522-152668852c91", "parentComponentId": null }, { "bbox": { "h": 0.78, "w": 0.88, "x": 0.06, "y": 0.14 }, "kind": "paragraph", "text": "\"Distributable Earnings\": Commencing for all periods ending on or after December 31, 2020, the Company has elected to present Distributable Earnings, a measure that is not prepared in accordance with GAAP...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f291a893-8e37-425c-8dde-118196ac5567", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.29, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Key Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:44:02.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47b964f1-5967-46c1-bb52-26551016638d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "f8297ffa-ba5e-48c8-b629-a24682b3b888", "matchId": "55f4cec1-1cf7-41fc-9310-00ab08a948e3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Slides 15-24 provide additional details on portfolio repositioning and financials", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Attention", "description": "The first four slides provide an overview of the company's performance and highlights" }, { "from": 5, "to": 9, "label": "Need", "description": "Slides 5-9 provide financial summaries and loan performance details" }, { "from": 10, "to": 14, "label": "Satisfaction", "description": "Slides 10-14 showcase the company's strong credit quality and financing overview" }, { "from": 15, "to": 24, "label": "Action", "description": "Slides 15-24 provide additional details on portfolio repositioning and financials" } ], "loops": [ { "from": 15, "to": 20, "label": "Cost Of Inaction", "description": "Highlighting the importance of portfolio repositioning" }, { "from": 3, "to": 5, "label": "Voice Of Customer", "description": "Providing an overview of the company's performance" } ] }