Quarterly supplemental presentation highlights loss, liquidity and loan portfolio
KKR Real Estate Finance Trust posted a 2Q 2026 net loss of USD 121.8 million, or USD 1.95 a share, driven by a USD 119.8 million loan-loss provision.
Distributable loss totaled USD 36.4 million, or USD 0.58 a share; dividend set at USD 0.1 a share; book value per share was USD 10.24.
Senior loan portfolio stood at USD 4.5 billion with a 6.8% weighted average unlevered all-in yield; USD 807 million of loan repayments received.
Available liquidity was USD 722 million; financing capacity totaled USD 7 billion with USD 2.6 billion undrawn; 79% of secured financing was non-mark-to-market.
Repurchased 5,700,000 shares for USD 38 million at an average USD 6.63 per share.