{ "docId": "019de515-72a3-76da-8d2d-1a3d31e539d3", "docSlug": "09e691b70ef0f048f05f7ff07b507253", "documentTitle": "KKR Real Estate Finance Trust | Results Presentation Deck | 24 slides", "authorId": "kkr-real-estate-finance-trust", "authorName": "KKR Real Estate Finance Trust", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-04-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "pageCount": 24, "prevPage": 17, "nextPage": 19, "slideType": "other", "function": "other", "density": "dense", "nDataPoints": 100, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de515-72a3-76da-8d2d-1a3d31e539d3/18", "deckHref": "/decks/019de515-72a3-76da-8d2d-1a3d31e539d3", "deckJsonHref": "/decks/019de515-72a3-76da-8d2d-1a3d31e539d3.json", "deckAnchorHref": "/decks/019de515-72a3-76da-8d2d-1a3d31e539d3#slide-18", "components": [ { "bbox": { "h": 0.013, "w": 0.09, "x": 0.058, "y": 0.128 }, "kind": "paragraph", "text": "($ in Millions)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6e35d8fb-a781-4977-bf0b-0b6f82aeada0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.17, "x": 0.058, "y": 0.748 }, "kind": "source-note", "text": "*See footnotes on subsequent page", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "55a521db-28b9-4a88-b323-b6d965b7adc0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.701, "w": 0.885, "x": 0.058, "y": 0.156 }, "kind": "table", "text": "Senior Loans (9)\n51 Senior Loan Charlotte, NC Multifamily 12/14/2021 $86.8 $86.8 $78.6 $13.7 +3.1% 3.8 $ 213,615/unit 74% 3\n52 Senior Loan San Antonio, TX Multifamily 6/1/2022 246.5 86.3 80.3 19.7 +2.8% 4.2 $103,007/unit 68% 3\n53 Senior Loan Scottsdale, AZ Multifamily 5/9/2022 169.0 84.5 84.5 12.9 +2.9% 4.2 $ 457,995 / unit 64% 3\n54 Senior Loan Raleigh, NC Multifamily 4/27/2022 82.9 82.9 78.1 16.5 +3.0% 4.1 $244,139/unit 68% 3\n55 Senior Loan Hollywood, FL Multifamily 12/20/2021 81.0 81.0 81.0 14.9 +3.1% 3.8 $ 327,935/unit 74% 3\n56 Senior Loan Phoenix, AZ Single Family Rental 4/22/2021 72.1 72.1 49.5 16.6 +4.9% 3.1 $157,092/unit 50% 3\n57 Senior Loan Arlington, VA Multifamily 10/23/2020 141.8 70.9 70.9 11.8 +3.8% 2.5 $ 393,858/unit 73% 3\n58 Senior Loan Denver, CO Multifamily 9/14/2021 70.3 70.3 70.0 11.9 +2.7% 3.5 $289,128/unit 78% 3\n59 Senior Loan Washington, D.C. Multifamily 12/4/2020 69.0 69.0 66.7 10.9 +3.5% 2.7 $ 266,727/unit 63% 3\n60 Senior Loan Dallas, TX Multifamily 8/18/2021 68.2 68.2 68.2 10.0 +3.9% 3.4 $ 189,444/unit 70% 3\n61 Senior Loan Manassas Park, VA Multifamily 2/25/2022 68.0 68.0 68.0 13.2 +2.7% 3.9 $ 223,684 / unit 73% 3\n62 Senior Loan Plano, TX Multifamily 3/31/2022 67.8 67.8 66.1 17.7 +2.8% 4.0 $248,572/unit 75% 3\n63 Senior Loan Nashville, TN Hospitality 12/9/2021 66.0 66.0 64.7 10.4 +3.7% 3.8 $ 281,237/key 68% 3\n64 Senior Loan Atlanta, GA Multifamily 12/10/2021 61.5 61.5 58.3 15.0 +3.0% 3.8 $ 193,189/unit 67% 3\n65 Senior Loan Durham, NC Multifamily 12/15/2021 60.0 60.0 54.4 10.5 +3.0% 3.8 $ 157,709 / unit 67% 3\n66 Senior Loan San Antonio, TX Multifamily 4/20/2022 57.6 57.6 56.1 11.0 +2.7% 4.1 $ 164,107/unit 79% 3\n67 Senior Loan Sharon, MA Multifamily 12/1/2021 56.9 56.9 56.9 8.4 +2.8% 3.7 $ 296,484 / unit 70% 3\n68 Senior Loan Queens, NY Industrial 2/22/2022 55.3 55.3 52.7 13.7 +4.0% 0.9 $85/SF 68% 3\n69 Senior Loan Reno, NV Industrial 4/28/2022 140.4 50.5 50.5 11.2 +2.7% 4.1 $117/SF 74% 3\n70 Senior Loan Carrollton, TX Multifamily 4/1/2022 48.5 48.5 46.3 12.5 +2.9% 4.0 $ 144,631/unit 74% 3\n71 Senior Loan Dallas, TX Multifamily 4/1/2022 43.9 43.9 41.2 10.0 +2.9% 4.0 $ 115,655/unit 73% 3\n72 Senior Loan Georgetown, TX Multifamily 12/16/2021 41.8 41.8 41.8 10.2 +3.4% 3.8 $ 199,048/unit 68% 3\n73 Senior Loan San Diego, CA Multifamily 4/29/2022 203.0 40.0 39.2 7.0 +2.6% 4.1 $ 450,468/ unit 63% 3\n74 Senior Loan (12) New York, NY Condo (Residential) 8/4/2017 20.1 20.1 20.1 20.1 +4.2% 0.1 $ 1,061/SF 73% 3\n75 Senior Loan Denver, CO Industrial 12/11/2020 15.4 15.4 9.5 3.3 +3.8% 2.8 $47/SF 61% 3\nTotal/Weighted Average $13,175.4 $9,280.4 $7,917.2 $1,845.0 +3.3% 3.2 66% 3.2\nCMBS B-Pieces\n1 RECOP (13) Various Various 2/13/2017 n.a. 40.0 35.7 35.7 4.7% 6.2 n.a. 58% n.a.\nTotal/Weighted Average 40.0 35.7 35.7 4.7% 6.2 58%\nReal Estate Owned\n1 Real Estate Asset Portland, OR Retail 12/16/2021 n.a. n.a. 81.1 81.1 n.a. n.a. n.a. n.a. n.a.\nTotal/Weighted Average 81.1 81.1\nPortfolio Total / Weighted Average 9,320.4 8,034.0 1,961.8 8.2% 3.2 66% 3.2", "attrs": null, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "070e1acf-3e8a-49ff-99d7-155e3d77327e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.357, "x": 0.058, "y": 0.056 }, "kind": "title", "text": "Portfolio Details", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "59e5c345-dcbe-47a8-b793-2f748efbc1b5", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "from": 16, "beatId": "27d4e2ab-dd16-4eda-b9ea-04dee8baba2c", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Appendix", "beatSlug": null, "evidence": "The document's supplementary data and definitions", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }