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KKR Real Estate Finance Trust (KREF) investor relations material
KKR Real Estate Finance Trust Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Net income attributable to common stockholders was $8.1 million ($0.12 per share) for Q3 2025, reversing prior losses and reflecting improved performance.
Distributable loss was $(2.3) million ($(0.03) per share), including a $14 million realized loss from taking title to a multifamily property in Raleigh, NC.
Book value per share was $13.78 as of September 30, 2025, with a CECL allowance of $160 million.
Paid a $0.25 per share cash dividend for the quarter.
Liquidity position stood at $933 million, including $204 million in cash and $700 million undrawn on the revolver.
Financial highlights
Net income for Q3 2025 was $8.1 million ($0.12 per share); distributable loss was $(2.3) million ($(0.03) per share).
Book value per share was $13.78, down from $13.84 in the previous quarter.
Net interest income for Q3 2025 was $25.3 million; dividend yield on book value per share was 7.3%.
Originated and funded $131.9 million and $68.4 million, respectively, in two new floating-rate multifamily loans.
Received $480 million in repayments in Q3; $1.1 billion year-to-date.
Outlook and guidance
Expect over $400 million in Q4 originations, including the first European loan, and a robust pipeline.
No final facility maturities until 2027 and no corporate debt due until 2030, supporting liquidity and stability.
Management remains cautious due to persistent market volatility, high interest rates, and sector-specific risks.
Embedded earnings power of $0.13 per share per quarter to be unlocked as REO assets are stabilized and sold.
Impact of risk-rated 5 loan resolution?
What is the European platform's focus?
How does financing optimization impact KREF?
REO portfolio: timeline to unlock $0.13/share?
Contrast EU vs. US loan market opportunities.
Path to double ROE for dividend coverage?
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Next KKR Real Estate Finance Trust earnings date
Q4 20254 Feb, 2026
Next KKR Real Estate Finance Trust earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
KKR Real Estate Finance Trust Inc is a real estate finance company that originates and acquires senior mortgage loans secured by commercial real estate. The company focuses on capital preservation and income generation through credit investments. It is headquartered in New York, New York, and its shares are listed on the NYSE.
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