KKR Real Estate Finance Trust Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
0.9%projected annual EPS growth
Analyst Coverage
3analysts covering
Monitoring Framework
Key Performance Indicators
Liquidity Quarterly653MTarget: Maintain robust liquidity to execute asset management and REO strategies
Legacy Office Exposure Quarterly21.0Target: Under 10%
CECL Allowance Quarterly260.3MTarget: Adequate coverage of watchlist and risk-rated loans
Book Value per Share Quarterly11.9Target: Narrow the gap between share price and book value per share
Watch Items
- Watchlist Loan ResolutionsTrigger: Failure to clear watchlist exposure by year-end 2026Action: Re-evaluate asset management strategies and potential additional CECL provisions
- REO Portfolio MonetizationTrigger: Delays in positioning and liquidating REO assets (e.g., Mountain View office campus)Action: Assess impact on book value accretion and adjust timing of capital redeployment
- Distributable Earnings TroughTrigger: Distributable earnings failing to bottom in H2 2026 / H1 2027Action: Review dividend coverage at the new $0.10 per share quarterly level
Research as of 19 Jun 2026