DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Diversified Financials
Author Program NEWCreate Narrative
KREF logo

KKR Real Estate Finance Trust Inc. Stock Price

NYSE:KREF Community·US$397.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

KREF Share Price Performance

US$6.76
-2.68 (-28.39%)
​
US$7.17
Fair Value
US$6.76
-2.68 (-28.39%)
5.7% undervalued intrinsic discount
US$7.17
Fair Value
Price US$6.76
AnalystConsensusTarget US$7.17
AnalystHighTarget US$9.50
AnalystLowTarget US$8.50
Sat, 1 Aug 26
Fair ValueUS$7.17
Share Pricen/a

KREF Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$7.17 5.7% undervalued intrinsic discount

US Multifamily Demand And European Expansion Will Unlock Value

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$9.5 28.8% undervalued intrinsic discount

Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$8.5 20.5% undervalued intrinsic discount

Rising Credit Losses And Falling Asset Quality Will Impair Stability

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
KREF logo
KKR Real Estate Finance Trust
28.8% undervalued intrinsic discount

Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 15 Aug
Read Narrative
KREF logo
KKR Real Estate Finance Trust
5.7% undervalued intrinsic discount

US Multifamily Demand And European Expansion Will Unlock Value

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 1 Aug
Read Narrative
KREF logo
KKR Real Estate Finance Trust
20.5% undervalued intrinsic discount

Rising Credit Losses And Falling Asset Quality Will Impair Stability

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Dec 2025
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
KREF logo

KREF: Future Returns Will Lean On Higher For Longer Rate Support

Fair Value: US$9.5 28.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
KREF logo

KREF: Higher For Longer Rates And Fair Value View Will Shape Returns

Fair Value: US$7.17 5.7% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
KREF logo

KREF: Mixed Credit Normalization And Capital Deployment Will Shape Future Return Profile

Fair Value: US$8.5 20.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Second-rate dividend payer with low risk.

3 Risks
1 Reward
View Full Analysis

KKR Real Estate Finance Trust Inc. Key Details

-US$72.4m

Revenue

US$30.6m

Cost of Revenue

-US$103.0m

Gross Profit

US$104.6m

Other Expenses

-US$207.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-3.54
142.18%
286.63%
435.8%
View Full Analysis

About KREF

Founded
2014
Employees
n/a
CEO
Matthew Salem
WebsiteView website
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. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. The company 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.

Recent KREF News & Updates

User avatar
Narrative Update • Aug 15

KREF: Future Returns Will Lean On Higher For Longer Rate Support

Analysts now see fair value for KKR Real Estate Finance Trust at $9.50 instead of $8.00, even as recent Street targets have shifted to a range of $6.00 to $7.50. This reflects updated views on discount rates, profit margin assumptions and future P/E levels.

Recent updates

No updates

KKR Real Estate Finance Trust Inc. Competitors

JCAP logo

Jefferson Capital

Symbol: NasdaqGS:JCAP
Market cap: US$1.2b
DFIN logo

Donnelley Financial Solutions

Symbol: NYSE:DFIN
Market cap: US$1.2b
GGPI logo

Gores Guggenheim

Symbol: NasdaqCM:GGPI
Market cap: US$1.1b
ASA logo

ASA Gold and Precious Metals

Symbol: NYSE:ASA
Market cap: US$1.1b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide