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Upturn AI SWOT - About
KKR Real Estate Finance Trust Inc (KREF)
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Upturn Advisory Summary
04/16/2025: KREF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.79% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 606.19M USD | Price to earnings Ratio 52.59 | 1Y Target Price 11.25 |
Price to earnings Ratio 52.59 | 1Y Target Price 11.25 | ||
Volume (30-day avg) 601369 | Beta 0.93 | 52 Weeks Range 8.13 - 12.09 | Updated Date 04/25/2025 |
52 Weeks Range 8.13 - 12.09 | Updated Date 04/25/2025 | ||
Dividends yield (FY) 11.19% | Basic EPS (TTM) 0.17 |
Earnings Date
Report Date 2025-04-21 | When Before Market | Estimate 0.17 | Actual 0.25 |
Profitability
Profit Margin 34.71% | Operating Margin (TTM) -55.53% |
Management Effectiveness
Return on Assets (TTM) 0.46% | Return on Equity (TTM) 2.33% |
Valuation
Trailing PE 52.59 | Forward PE 11.67 | Enterprise Value 5694738432 | Price to Sales(TTM) 6.22 |
Enterprise Value 5694738432 | Price to Sales(TTM) 6.22 | ||
Enterprise Value to Revenue 31.75 | Enterprise Value to EBITDA - | Shares Outstanding 67806304 | Shares Floating 56667750 |
Shares Outstanding 67806304 | Shares Floating 56667750 | ||
Percent Insiders 1.92 | Percent Institutions 76.63 |
Analyst Ratings
Rating 4.2 | Target Price 12.05 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
KKR Real Estate Finance Trust Inc
Company Overview
History and Background
KKR Real Estate Finance Trust Inc. (KREF) was formed in 2013. It is managed by KKR and focuses on originating and acquiring senior mortgage loans secured by commercial real estate.
Core Business Areas
- Commercial Real Estate Lending: KREF primarily originates and acquires senior mortgage loans secured by high-quality commercial real estate properties. Loans are typically floating-rate and secured by first mortgages.
Leadership and Structure
Ralph F. Rosenberg serves as Chairman and CEO. The company operates as a REIT, managed by KKR's real estate credit team.
Top Products and Market Share
Key Offerings
- Senior Mortgage Loans: KREF's primary offering is senior mortgage loans secured by commercial real estate. Market share data is difficult to pinpoint exactly due to the fragmented nature of the commercial real estate lending market; specific revenue data is not disclosed on a per-loan basis. Competitors include BXMT, ACRE, and STWD.
Market Dynamics
Industry Overview
The commercial real estate lending market is large and competitive, influenced by interest rates, economic conditions, and property values. REITs, banks, and private credit funds are major players.
Positioning
KREF leverages KKR's extensive real estate platform and expertise to originate and manage its loan portfolio. Competitive advantages include access to deal flow and strong underwriting capabilities.
Total Addressable Market (TAM)
The commercial real estate lending market is estimated to be several trillion dollars. KREF is positioned to capture a small portion of this TAM through its focus on senior mortgage loans.
Upturn SWOT Analysis
Strengths
- Strong sponsorship from KKR
- Experienced management team
- Disciplined underwriting process
- Focus on senior mortgage loans
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on KKR for deal flow
- Concentration in certain property types
- Dependence on leverage
Opportunities
- Growing demand for commercial real estate financing
- Expansion into new property types and geographies
- Increased adoption of alternative lending platforms
- Strategic acquisitions of smaller lenders
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- BXMT
- STWD
- ACRE
- ARI
Competitive Landscape
KREF benefits from KKR's brand and resources. However, larger competitors like BXMT have greater scale. All compete for the same borrowers and commercial real estate loans.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by analyzing KREF's financial performance over the past years.
Future Projections: Future projections would be based on analyst estimates; these can vary. There are no provided analyst estimates.
Recent Initiatives: Recent initiatives include strategic loan originations and portfolio management activities as disclosed in the company filings.
Summary
KKR Real Estate Finance Trust is backed by a strong manager and focuses on senior mortgage loans, which are generally lower risk. However, it is sensitive to interest rate fluctuations, economic slowdowns, and depends on KKR for generating deal flow. While the KKR name provides confidence in underwriting, other large REITs also have considerable market share and resources, making it a competitive space. Overall, KREF seems average, but careful attention to interest rates is required.
Similar Companies
ACRE
Ares Commercial Real Estate
ACRE
Ares Commercial Real Estate
AGNC
AGNC Investment Corp
AGNC
AGNC Investment Corp
ARI
Apollo Commercial Real Estate Finance Inc
ARI
Apollo Commercial Real Estate Finance Inc
BXMT
Blackstone Mortgage Trust Inc
BXMT
Blackstone Mortgage Trust Inc
O
Realty Income Corporation
O
Realty Income Corporation
STWD
Starwood Property Trust Inc
STWD
Starwood Property Trust Inc
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share figures are estimates and subject to change. Consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About KKR Real Estate Finance Trust Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2017-05-05 | CEO & Director Mr. Matthew A. Salem | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | Website https://www.kkrreit.com |
Full time employees - | Website https://www.kkrreit.com | ||
KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. The company engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. It has also elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. KKR Real Estate Finance Trust Inc. was incorporated in 2014 and is headquartered in New York, New York.
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