Every 10-Q that KKR Real Estate Finance Trust Inc. (KREF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow KREF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KREF filings page.
KKR Real Estate Finance Trust Inc. reported a net loss attributable to common stockholders of 121,794 for the quarter ended June 30, 2026, compared with a loss of 35,425 a year earlier (amounts in thousands). Net interest income declined to 18,182 from 30,171, while a 75,088 credit loss provision and a 44,751 fair value write-down on a loan held-for-sale weighed on results.
For the first six months of 2026, net loss attributable to common stockholders was 183,675, with total credit loss provisions of 148,629 and an allowance for credit losses of 293,087 at June 30. Commercial real estate loans held-for-investment, net, fell to 4,081,204 from 5,145,832 at year-end, while real estate owned reached 360,425 held-for-investment and 132,571 held-for-sale. Common dividends were reduced to 0.10 per share in the quarter, versus 0.25 in the prior-year quarter.
KKR Real Estate Finance Trust Inc. reported a much larger loss for the quarter ended March 31, 2026 as credit costs surged. Net income (loss) attributable to common stockholders was $(61.9) million, versus $(10.6) million a year earlier, or $(0.96) per share compared with $(0.15). The allowance for credit losses rose to $260.3 million after a $73.5 million provision driven mainly by risk-rated 5 office, life science and multifamily loans now treated as collateral dependent, several on nonaccrual. Total assets increased to $6.95 billion, supported by consolidation of CMBS trusts, while commercial real estate loans held-for-investment, net, declined to $4.63 billion as repayments outpaced new originations. Operating cash flow remained positive at $13.1 million, and cash, cash equivalents and restricted cash increased to $137.3 million, despite continued common and preferred dividends.
KKR Real Estate Finance Trust Inc. (KREF) reported Q3 2025 results. Net income attributable to common stockholders was $8.1 million, or $0.12 per share, compared with a loss in the prior year quarter. Total net interest income was $25.3 million as lower interest expense offset reduced interest income. The provision for credit losses was $1.0 million in the quarter, and $75.7 million year‑to‑date.
Total assets were $6.485 billion, including $5.139 billion of commercial real estate loans, held‑for‑investment, net. Cash and cash equivalents were $204.1 million, up from year‑end. KREF consolidated a CMBS trust with $505.8 million of assets and $496.7 million of liabilities at fair value. Liabilities totaled $5.203 billion, including a secured term loan of $633.5 million and collateralized loan obligations of $1.324 billion. Total equity was $1.282 billion. The company declared a common dividend of $0.25 per share. Shares outstanding were 65,488,680 as of October 17, 2025.