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Kkr Real Estate Finance Trust Inc (KREF)
NYSE:KREF
US Market
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Kkr Real Estate Finance (KREF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 27, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.11
Last Year’s EPS
0.37
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 22, 2025|
% Change Since: 1.99%|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with strong loan demand and diversification strategies balanced against significant losses and asset downgrades. The company is actively managing its portfolio and liquidity remains strong, but challenges with certain assets persist.
Company Guidance -
Q3 2025
During the KKR Real Estate Finance Trust Inc. second-quarter 2025 earnings call, the company provided detailed guidance and insights into its financial performance and strategic direction. The firm reported a GAAP net loss of $35 million or negative $0.53 per share, with a book value per share of $13.84 as of June 30, 2025. Despite a distributable loss of $3 million due to the ownership transition of a West Hollywood property, distributable earnings before realized losses were $16 million or $0.24 per share. The company paid a $0.25 cash dividend for the quarter. Originations reached $211 million, while repayments totaled $450 million. The company anticipates nearly $1 billion in incremental repayments in the second half of the year. KKR aims to diversify its portfolio by entering the European loan market and investing in CMBS to create more duration. Additionally, they have a $352 million REO portfolio, representing approximately $5.34 per share in equity, and have repurchased $20 million of KREF stock at an average price of $9.21 per share. With robust liquidity of $757 million, including $108 million in cash and $620 million in undrawn revolver capacity, KKR emphasized its strategic focus on maximizing shareholder value while navigating the competitive real estate credit market.
Strong Loan Pipeline
Loan demand has recovered significantly, with a pipeline running near record levels. The transaction activity is robust, and the lending opportunity remains highly attractive.
Geographical and Investment Diversification
KREF is diversifying its portfolio into Europe and creating more duration through CMBS investments. They anticipate new originations in the European loan market by the end of the year.
Active Share Repurchase Program
KREF repurchased $20 million of stock in the second quarter, contributing to book value per share accretion. A total of $137 million has been repurchased since the inception of the buyback plan.
Robust Liquidity Position
KREF maintains a strong liquidity position with $757 million available, including $108 million of cash on hand and $620 million of undrawn corporate revolver capacity.

Kkr Real Estate Finance (KREF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KREF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 27, 2025
2025 (Q3)
0.11 / -
0.37
Jul 22, 2025
2025 (Q2)
-0.02 / -0.04
-1.5797.45% (+1.53)
Apr 23, 2025
2025 (Q1)
0.28 / 0.25
0.39-35.90% (-0.14)
Feb 03, 2025
2024 (Q4)
-0.13 / -0.21
-0.3743.24% (+0.16)
Oct 21, 2024
2024 (Q3)
0.34 / 0.37
0.2548.00% (+0.12)
Jul 22, 2024
2024 (Q2)
-1.71 / -1.57
0.48-427.08% (-2.05)
Apr 23, 2024
2024 (Q1)
0.34 / 0.39
0.48-18.75% (-0.09)
Feb 06, 2024
2023 (Q4)
0.37 / -0.37
0.18-305.56% (-0.55)
Oct 23, 2023
2023 (Q3)
0.04 / 0.25
0.5-50.00% (-0.25)
Jul 24, 2023
2023 (Q2)
0.14 / 0.48
0.480.00% (0.00)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KREF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 22, 2025
$9.05$9.07+0.22%
Apr 23, 2025
$9.02$8.69-3.66%
Feb 03, 2025
$9.55$10.47+9.63%
Oct 21, 2024
$10.82$10.81-0.09%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kkr Real Estate Finance Trust Inc (KREF) report earnings?
Kkr Real Estate Finance Trust Inc (KREF) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).
    What is Kkr Real Estate Finance Trust Inc (KREF) earnings time?
    Kkr Real Estate Finance Trust Inc (KREF) earnings time is at Oct 27, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KREF EPS forecast?
          KREF EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.
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