Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 $121.8 million, or $1.95 per diluted share, for the quarter ended June 30, 2026, compared with a net loss of $61.9 million, or $0.96 per share, in the prior quarter. Distributable Loss was $36.4 million, or $0.58 per diluted share, after a $119.8 million provision for loan losses and $42.3 million of realized loan write-offs, which also increased the loan loss allowance by $119.8 million, or $1.92 per share.
The senior loan portfolio totaled $4.5 billion with a weighted average unlevered all-in yield of 6.8%, 98% floating rate and a weighted average loan-to-value of 66%. Common stockholders’ equity was $604.0 million, or $10.24 per share, and liquidity was $721.6 million, supported by diversified financing sources of $7.0 billion, 79% of which are fully non-mark-to-market, with no final facility maturities until 2027 and no corporate debt due until 2030.
The company repurchased 5.7 million common shares in the quarter at an average price of $6.63 for $38.0 million, and an additional 1.4 million shares in July 2026. The board formed a strategic review committee to evaluate potential alternatives, including a sale, merger, asset sales or continuing the current business plan.
KKR Real Estate Finance Trust Inc. reported a first-quarter 2026 net loss attributable to common stockholders of $61.9 million, or ($0.96) per diluted share, compared with a net loss of $32.0 million, or ($0.49), in the prior quarter.
The company recorded a Distributable Loss of $4.1 million, or ($0.06) per diluted share, versus Distributable Earnings of $14.4 million, or $0.22, in fourth quarter 2025, driven largely by a $73.5 million provision for credit losses.
The Board cut the quarterly common dividend to $0.10 per share for second quarter 2026, while authorizing a $75 million repurchase program for common and preferred stock. Liquidity totaled $653.4 million, including $135.4 million of cash and $500.0 million of undrawn revolver capacity.
The loan portfolio stood at $5.1 billion, 99% floating rate, with a weighted average unlevered all-in yield of 7.2% and weighted average loan-to-value of 66%. The CECL allowance was $260.3 million, or $4.03 per share, up $73.5 million in the quarter.
KKR Real Estate Finance Trust Inc. reported results from its 2026 annual shareholder meeting. Stockholders elected eight directors, with votes for each nominee ranging from about 33.3 million to 38.4 million, and broker non-votes of 10.9 million for each director.
Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 49.5 million votes for and 0.2 million against. On an advisory, non-binding basis, investors approved executive compensation with 37.4 million votes for and 1.5 million against.
KKR Real Estate Finance Trust Inc. furnished an update on its latest financial results by issuing an earnings release and supplemental financial information for the quarter ended December 31, 2025. These materials are attached as exhibits to the report and provide details on the company’s recent operating performance.
The information is furnished rather than filed, meaning it is not subject to certain liability provisions of the securities laws and is not automatically incorporated into other securities documents unless specifically referenced. The company also includes standard forward-looking statement language, directing readers to its Form 10-K and other SEC filings for risk factors.
KKR Real Estate Finance Trust Inc. reported that its General Counsel and Secretary, Kelly Galligan, has informed the company of her intention to resign. She serves as the chief legal officer and corporate secretary, so this change affects the leadership of the legal and governance function rather than the company’s day-to-day lending or investment operations.
The company stated that Ms. Galligan has agreed to remain for a transition period to help hand over her responsibilities. This planned transition is intended to provide continuity while the company manages this leadership change.
KKR Real Estate Finance Trust Inc. (KREF) announced its financial results for the quarter ended September 30, 2025. The company issued an earnings release and supplemental financial information, which are furnished as Exhibit 99.1 and Exhibit 99.2 and incorporated by reference.
The disclosure is provided under Item 2.02 and is furnished, not filed, which means it is not subject to Section 18 liabilities of the Exchange Act. The report also includes a standard safe harbor for forward‑looking statements, directing readers to the company’s 2024 Form 10‑K and subsequent SEC filings for risk factors.
KKR Real Estate Finance Trust Inc. updated its key credit facilities to adjust pricing and add borrowing capacity. On September 8, 2025, subsidiary KREF Holdings X LLC entered into an amendment to its Term Loan Credit Agreement that adds $101,375,000 of 2025 Incremental Term Loans, bringing total term loans outstanding to $650,000,000. The amendment also reduces the term loan interest margin by 0.75% to Term SOFR plus 2.50%, with newly funded term loans issued at an original price of 99.75%.
Separately, on September 10, 2025, KREF X executed an eleventh amendment to its Revolving Credit Agreement, increasing lender commitments from $660,000,000 to $700,000,000. The company states that other material terms and conditions of both the term loan and revolving facilities remain unchanged.