KKR Real Estate Finance Trust Inc.
KREF
NYSE·Real Estate·REIT - Mortgage·Mkt cap $491.9M
$7.65
▲ +1.19%
P/E
-2.33
Mkt Cap
$491.9M
52-Wk Range
$5.25–$9.90
52-Week Range
$5.25 - $9.90
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 22.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- KKR's extensive deal sourcing network and investment expertise
- Strong underwriting capabilities and credit analysis
- Access to institutional capital and diversified funding sources
- Senior loan focus provides downside protection and priority in capital structure
Bear Case
1 risk
- Average volatility.
Growth
Revenue decline expected
Increased CRE financing demand and loan origination opportunities
Value
Trading at 0.0x Mortgage REITs peers — a discount despite the growth profile.
Momentum
Strong
+9.8% over 3m
Quality
Excellent
Emerging growth company (55% revenue growth). Early stage with higher risk.
Dividend
High yield
11.11% yield
Smart-money signal
Who's buying KREF right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 20, 2026
JUL 21, 2026
Reported EPS of -$0.58 vs -$0.56 consensus (-3.3% surprise). Revenue of $20.9M vs $25.0M expected (-16.1%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-3.3%
Revenue trend · last 8Q
—
—
-81%
-24%
-32%
+205%
+243%
-85%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$37.0M
$35.2M
$29.6M
$118.5M
$113.9M
$107.5M
$101.7M
$18.2M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
-669.9%
Wall Street consensus
5 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
60%
Sell
0%
Median Price Target
—
Latest: Raymond James · Aug 6, 2026
vs Industry
How KREF stacks vs REIT - Mortgage
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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