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Upturn AI SWOT - About
KKR Real Estate Finance Trust Inc (KREF)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
5 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $10.9
Year Target Price $10.9
| 2 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.24% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 610.93M USD | Price to earnings Ratio 53 | 1Y Target Price 10.9 |
Price to earnings Ratio 53 | 1Y Target Price 10.9 | ||
Volume (30-day avg) 5 | Beta 0.96 | 52 Weeks Range 8.05 - 11.76 | Updated Date 06/30/2025 |
52 Weeks Range 8.05 - 11.76 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 11.10% | Basic EPS (TTM) 0.17 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 53 | Forward PE 11.67 | Enterprise Value 6017586688 | Price to Sales(TTM) 6.27 |
Enterprise Value 6017586688 | Price to Sales(TTM) 6.27 | ||
Enterprise Value to Revenue 31.79 | Enterprise Value to EBITDA - | Shares Outstanding 67806304 | Shares Floating 56515186 |
Shares Outstanding 67806304 | Shares Floating 56515186 | ||
Percent Insiders 2.04 | Percent Institutions 76.31 |
Analyst Ratings
Rating 3 | Target Price 10.9 | 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 founded in 2013 as a commercial real estate finance company managed by KKR & Co. Inc. It focuses on originating and acquiring senior mortgage loans secured by commercial real estate.
Core Business Areas
- First Mortgage Loans: KREF's primary business involves originating and acquiring senior mortgage loans secured by commercial real estate properties. These loans are typically floating-rate and collateralized by diverse property types.
Leadership and Structure
Ralph Herzka serves as the Chairman. Matt Salem is the CEO. KREF operates as a real estate investment trust (REIT) and is externally managed by KKR Real Estate Finance Manager LLC, an affiliate of KKR.
Top Products and Market Share
Key Offerings
- Senior Mortgage Loans: Senior mortgage loans are the core product, financing commercial real estate properties. Market share data is not readily available but competitors include BXMT, STWD, and ACRE. Loan revenues vary based on interest rates and volume.
Market Dynamics
Industry Overview
The commercial real estate finance industry is affected by interest rates, property valuations, and overall economic conditions. REITs and other financial institutions compete for lending opportunities.
Positioning
KREF is a player in the commercial real estate finance market, backed by the KKR brand and investment platform. Their competitive advantage lies in KKR's network and expertise.
Total Addressable Market (TAM)
The TAM for commercial real estate lending is multi-trillion dollars. KREF's position represents a small fraction of this, and the position is constantly fluctuating based on economic outlooks.
Upturn SWOT Analysis
Strengths
- Strong sponsor (KKR)
- Experienced management team
- Focus on senior mortgage loans
- Access to KKR's deal flow
Weaknesses
- External management structure
- Sensitivity to interest rate changes
- Concentration in commercial real estate
- Reliance on KKR
Opportunities
- Expansion into new property types
- Increase in loan origination volume
- Strategic acquisitions
- Growth of the commercial real estate market
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Decline in commercial real estate valuations
Competitors and Market Share
Key Competitors
- BXMT
- STWD
- ACRE
Competitive Landscape
KREF benefits from its association with KKR but faces competition from larger, more established REITs. Its smaller size can limit its deal capacity, but it can also be more agile.
Growth Trajectory and Initiatives
Historical Growth: Requires up-to-date financial data; needs to be populated dynamically from sources like SEC filings.
Future Projections: Requires up-to-date financial data; needs to be populated dynamically from sources like SEC filings.
Recent Initiatives: Requires up-to-date financial data; needs to be populated dynamically from sources like SEC filings.
Summary
KKR Real Estate Finance Trust is backed by a strong sponsor but is sensitive to interest rates. Its expertise in senior mortgages positions it well in the CRE finance market. Growth depends on strategic initiatives and managing market risks. The external management structure may be perceived as a risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary. Financial data needs to be updated from recent filings.
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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