{ "docId": "019de518-1214-768a-92ad-49bd1cd77980", "docSlug": "785f0e9075eb5c3221deaa721a6862f5", "documentTitle": "KKR Real Estate Finance Trust | Results Presentation Deck | 28 slides", "authorId": "kkr-real-estate-finance-trust", "authorName": "KKR Real Estate Finance Trust", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "pageCount": 28, "prevPage": 7, "nextPage": 9, "slideType": "kpi_overview", "function": "decompose_segments", "density": "overcrowded", "nDataPoints": 30, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de518-1214-768a-92ad-49bd1cd77980/8", "deckHref": "/decks/019de518-1214-768a-92ad-49bd1cd77980", "deckJsonHref": "/decks/019de518-1214-768a-92ad-49bd1cd77980.json", "deckAnchorHref": "/decks/019de518-1214-768a-92ad-49bd1cd77980#slide-8", "components": [ { "bbox": { "h": 0.34, "w": 0.46, "x": 0.058, "y": 0.136 }, "kind": "chart", "text": "Total Portfolio (1)\n($ in Millions)\n$5,075 4Q'19\n$4,998 4Q'20\n$6,792 4Q'21\n$7,916 4Q'22\n$7,752 4Q'23", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "$ in Millions" }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "70446534-f870-4ac5-88eb-3e27004c1b96", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.31, "w": 0.46, "x": 0.058, "y": 0.48 }, "kind": "chart", "text": "Geography\n18% (West)\n15% (South Central)\n9% (Southeast)\n6% (Midwest)\n12% (Northeast)\n8% (Mid-Atlantic)\n6% Washington, D.C.\nOther <5%: 26%", "attrs": null, "subkind": "map", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "de28d143-79a1-4dfc-ac82-3839cda0c142", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.19, "x": 0.55, "y": 0.62 }, "kind": "chart", "text": "Office (5)\nClass-B 7%\nClass-A 93%", "attrs": null, "subkind": "pie", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1753e9f0-1e23-481b-a61e-82b2393c707d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.19, "x": 0.76, "y": 0.136 }, "kind": "chart", "text": "Interest Rate Type\nFixed 1%\nFloating 99%", "attrs": null, "subkind": "pie", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "234d0b3b-2622-45f3-9668-355511d9e34e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.19, "x": 0.76, "y": 0.62 }, "kind": "chart", "text": "Multifamily\nClass-B 26%\nClass-A 74%", "attrs": null, "subkind": "pie", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "313d3cd7-9823-444d-b2d6-0eed29233422", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.3, "x": 0.65, "y": 0.41 }, "kind": "chart", "text": "Property Type\nHospitality 5%\nLife Science (3) 10%\nIndustrial 14%\nOther (4) 6%\nMultifamily 41%\nOffice 24%", "attrs": null, "subkind": "pie", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "64f39e30-e5ac-43e4-a9ea-f37002b63b4e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.21, "x": 0.52, "y": 0.136 }, "kind": "chart", "text": "Investment Type (2)\nSenior Loans 100%", "attrs": null, "subkind": "pie", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "78b5c595-18a9-421a-ba02-e5f856cd74c9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.058, "y": 0.93 }, "kind": "image", "text": "KREF", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "74787a4b-fc2c-405a-8b70-2abf34ccab1d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.04, "x": 0.68, "y": 0.67 }, "kind": "image", "text": "LEED", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ea04bf64-14bd-4559-8f8c-4791ec252482", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.04, "x": 0.7, "y": 0.72 }, "kind": "metric", "text": "92%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b84ad353-e60b-4ff1-adb5-21aa8ad73bd8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.007, "x": 0.94, "y": 0.93 }, "kind": "paragraph", "text": "8", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db3bca0d-b3cd-4fbc-af63-a4b1daea8e03", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.79, "x": 0.058, "y": 0.89 }, "kind": "source-note", "text": "(5) Office property certification % is based on current principal loan balance; see description for LEED certification in the Appendix", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3ea5235b-01bf-4670-91d1-72638c04468f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.71, "x": 0.058, "y": 0.88 }, "kind": "source-note", "text": "(4) \"Other\" property types include: 2% Condo (Residential), 2% Self-Storage, 1% Student Housing and 1% Single Family Rental", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "605cf015-7974-4eeb-8b7b-4fa55281bde2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.058, "y": 0.84 }, "kind": "source-note", "text": "(2) Senior loans include senior mortgages and similar credit quality loans, including related contiguous junior participations in senior loans where KREF has financed a loan with structural leverage through the non-recourse sale of a corresponding first mortgage", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "80e63e9b-daf9-4e16-94ed-77b2f38330ed", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.89, "x": 0.058, "y": 0.87 }, "kind": "source-note", "text": "(3) KREF classifies a loan as life science if more than 50% of the gross leasable area is leased to, or will be converted to, life science-related space", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "add3f992-3309-4a13-b34d-5e4696599163", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.62, "x": 0.058, "y": 0.83 }, "kind": "source-note", "text": "(1) Includes real estate owned and CMBS B-Pieces held through an equity method investment", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bad25320-e063-4396-bd5c-9552a482df4f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.66, "x": 0.058, "y": 0.06 }, "kind": "title", "text": "KREF Loan Portfolio by the Numbers", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2fd48cdd-07d8-4f5e-ae66-b0c677567f67", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }