{
  "docId": "019de50f-f993-725a-87a5-4d1e6f90191f",
  "docSlug": "aeaa124495a3d288a0923befd7062042",
  "documentTitle": "KKR Real Estate Finance Trust | Investor Presentation Deck | 41 slides",
  "authorId": "kkr-real-estate-finance-trust",
  "authorName": "KKR",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2020-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 30,
  "pageCount": 41,
  "prevPage": 29,
  "nextPage": 31,
  "slideType": "other",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The chart shows a clear inverse relationship between LIBOR rates and net interest income per share impact.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de50f-f993-725a-87a5-4d1e6f90191f/30",
  "deckHref": "/decks/019de50f-f993-725a-87a5-4d1e6f90191f",
  "deckJsonHref": "/decks/019de50f-f993-725a-87a5-4d1e6f90191f.json",
  "deckAnchorHref": "/decks/019de50f-f993-725a-87a5-4d1e6f90191f#slide-30",
  "components": [
    {
      "bbox": {
        "h": 0.7,
        "w": 0.55,
        "x": 0.4,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Net Interest Income Per Share Sensitivity to LIBOR Movements",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c7fa6895-a689-4bf4-9cae-1fa7b58ce777",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.32,
        "x": 0.06,
        "y": 0.375
      },
      "kind": "list",
      "text": "98% of the portfolio is subject to a LIBOR floor of at least 0.95%\nOnly 5% of total outstanding financing is subject to a LIBOR floor greater than 0.0%",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1bef7942-2b6c-4ea9-a068-a56acdab7ead",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.28,
        "x": 0.06,
        "y": 0.288
      },
      "kind": "paragraph",
      "text": "Portfolio benefits from current rates given in place LIBOR floors:",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5cc4171d-491e-4f38-a921-4df056edf0b8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.05,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "(1) Portfolio as of June 30, 2020. Sensitivity reflects the change in net interest income per share relative to a 0.99% LIBOR rate.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca617a7d-4042-4ce6-a881-3d137d6a506b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.6,
        "x": 0.05,
        "y": 0.07
      },
      "kind": "title",
      "text": "Rate Floors Provide Protection in Current Rate Environment",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2b598a1-a33d-49ee-92ed-2fdf3576bc60",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 32,
      "from": 27,
      "beatId": "e7a1e739-b899-4135-9330-02ea8fa6a955",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Team",
      "beatSlug": "sequoia-pitch-team",
      "evidence": "The deck presents information on the company's leadership team and recent operating performance",
      "position": 5,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 31,
      "from": 29,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "7ce746c5-3204-4846-a769-038e39203bf0",
      "evidence": "The deck presents information on the benefits of the company's LIBOR floors and recent operating performance",
      "position": 1,
      "objective": "What are the risks of not investing in the company",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}