{"filings":[{"id":94230,"accession_number":"0001628280-26-026573","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF Q1 net loss widens to $61.9M; distributable loss; dividend slashed to $0.10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $61.9M ($0.96 diluted EPS) vs prior quarter loss of $32M; CECL provision $73.5M.","Distributable loss of $4.1M vs distributable earnings of $14.4M prior quarter; dividend cut to $0.10/share from $0.25.","Book value per share $11.87, inclusive of CECL allowance of $4.03/sh; CECL allowance increased $73.5M.","Originated $184M floating-rate senior loan on UK industrial portfolio; received $415M repayments including $312M on office loans.","Board authorized $75M stock repurchase program for common and preferred; leased REO property in Mountain View to OpenAI."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94229,"accession_number":"0001140361-26-015156","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"KKR Real Estate Finance Trust reports annual meeting voting results; all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Eight directors elected: Ahern, Esteves, Langer, Lee, Madoff, McAneny, Rosenberg, Salem.","Ratification of Deloitte & Touche as auditor for FY2026 passed with 49.5M for, 224.8K against.","Advisory vote on executive compensation approved with 37.4M for, 1.5M against, 119K abstain.","Meeting held April 14, 2026; broker non-votes of 10.9M on director and compensation proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106441,"accession_number":"0001628280-26-005088","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q4 net loss of $0.49/share; CECL allowance rises $43.7M on risk-rated 5 loans","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $32.0M in Q4 ($0.49 diluted EPS); full year loss $69.9M ($1.05/share).","Distributable Earnings (non-GAAP) of $14.4M ($0.22/diluted share) in Q4; full year $26.3M ($0.39).","CECL allowance increased $43.7M in Q4 to $204.1M ($3.15/share), primarily for risk-rated 5 loans.","Book value per share fell to $13.04 from $13.78 in prior quarter; dividend held at $0.25/share.","Liquidity $887M; new $250M term lending and £300M credit agreements entered in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106440,"accession_number":"0001140361-26-000843","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"KKR Real Estate Finance Trust General Counsel Kelly Galligan resigns; will assist transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kelly Galligan, General Counsel and Secretary, informed the company of her resignation on January 5, 2026.","She has agreed to remain for a transition period to assist with handing over responsibilities.","No replacement has been named as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122787,"accession_number":"0001628280-25-045715","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q3 net income $0.12/shr vs loss $0.53 Q2; distributable loss of $0.03/shr","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $8.1M ($0.12/shr) vs net loss ($35.4M) ($0.53/shr) in Q2; distributable loss ($2.3M) ($0.03/shr).","Originated $131.9M in two floating-rate loans (multifamily); received $479.7M loan repayments.","Upsized secured term loan to $650M, spread cut 75bps to S+2.50%; revolver increased $40M to $700M.","Realized $14.4M loss resolving a risk-rated 5 loan via deed-in-lieu; repurchased $4.2M in stock.","Book value per share $13.78 (incl. $2.45/shr CECL); liquidity $933M; dividend $0.25/shr unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139476,"accession_number":"0001140361-25-034698","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"KKR Real Estate Finance Trust amends credit facilities, increases term loans by $101.4M and revolver to $700M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term loan amendment on Sept 8, 2025 adds $101,375,000 incremental loans, total outstanding now $650,000,000.","Interest rate reduced by 0.75% to Term SOFR plus 2.50%; original issue price 99.75%.","Revolving credit agreement eleventh amendment on Sept 10, 2025 increases commitments from $660M to $700M.","Goldman Sachs is administrative agent for term loan; Morgan Stanley for revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139475,"accession_number":"0001631596-25-000039","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q2 net loss of $0.53/sh; distributable loss $0.04; CECL reserve up $50M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $35.4M ($0.53/diluted) vs prior Q1 loss $10.6M; distributable loss $2.9M ($0.04) vs prior distributable earnings $17.0M.","CECL allowance increased $49.8M to $173.9M ($2.64/sh) mainly on watchlist loans in office and life science sectors.","Funded $210M in two floating-rate loans; collected $450M repayments; liquidity $757M including $620M undrawn revolver.","Resolved risk-5 loan: took title to West Hollywood multifamily, realized loss of $20.4M; sold other REO for $1.2M gain.","Repurchased 2.17M shares for $20M at avg $9.21; dividend maintained at $0.25/sh."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157058,"accession_number":"0001140361-25-016926","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"KKR Real Estate Finance Trust stockholders approve directors, auditor, pay, and 2025 incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with strong support; Irene M. Esteves had 12.8M votes withheld.","Deloitte & Touche ratified as auditor for FY2025: 55.3M for, 0.1M against.","Advisory vote on executive compensation approved: 44.2M for, 2.3M against.","2025 Omnibus Incentive Plan approved: 45.5M for, 0.9M against; plan details incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157057,"accession_number":"0001631596-25-000018","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q1 net loss $0.15/share; Distributable Earnings $0.25/share; CECL up $24.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $10.6M ($0.15 diluted EPS); Distributable Earnings of $17.0M ($0.25/share).","CECL allowance increased $24.9M to $144.4M, driven by watchlist multifamily and life science loans.","Originated $376M in four floating-rate loans; funded $374M; liquidity of $720M at quarter end.","Book value per share $14.44; declared $0.25 dividend; repurchased 889K shares at avg $11.03.","Refinanced Term Loan B to $550M at S+3.25%; increased revolver to $660M; added $300M non-mark-to-market facility."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175412,"accession_number":"0001140361-25-007223","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"KREF enters $550M term loan credit agreement, extends revolver to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $550M term loan facility matures March 5, 2032; replaces existing $350M term loan.","Proceeds to repay existing term loan, other indebtedness, and for general corporate purposes.","Tenth amendment to revolving credit agreement extends maturity to March 5, 2030 and increases commitments from $610M to $660M.","Interest at Term SOFR + 3.25% or base rate + 2.25%; covenants unchanged.","Goldman Sachs serves as administrative agent; financial covenants unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175411,"accession_number":"0001631596-25-000011","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF Q4 net income $0.21/sh but distributable loss ($0.21); BVPS $14.76","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common stockholders Q4 $14.6M ($0.21/diluted), full year $13.1M ($0.19).","Distributable loss Q4 ($14.7M) or ($0.21)/share; full year ($70.7M) or ($1.02)/share.","Loan portfolio $5.9B; received $457M repayments, funded $53M; 100% interest collected in Q4.","Book value per share $14.76 including $119.6M CECL allowance ($1.74/sh); dividend held at $0.25.","2024 realized losses of $173.5M from loan resolutions; total leverage reduced to 3.6x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192363,"accession_number":"0001631596-24-000037","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KKR Real Estate Finance Trust posts Q3 net loss of $13M as CECL allowance rises $36.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common stockholders of ($13.0)M ($0.19/diluted share) vs prior Q2 net income $20.2M ($0.29).","Distributable earnings of $25.9M ($0.37/diluted share) compared to Distributable Loss of ($108.7)M in Q2.","CECL allowance increased by $36.4M to $150.9M, primarily for risk-rated 5 life science loans.","Liquidity of $637.6M including $109M cash and $475M undrawn revolver; received $290M loan repayments.","Book value per share $14.84, down from $15.24 in prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208830,"accession_number":"0001631596-24-000025","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q2 net income $0.29/share but distributable loss of $1.57 on $136M realized losses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common stockholders of $20.2M ($0.29 diluted EPS), vs net loss of ($8.7M) in Q1 2024.","Distributable loss of ($108.7M) or ($1.57) per share, driven by $136M realized losses on deed-in-lieu and write-offs.","Received $384.5M in loan repayments; repaid $241.5M in financing; debt-to-equity ratio reduced to 1.9x.","Book value per share $15.24, down from $16.38 a year ago; CECL allowance of $115M ($1.65/share).","Dividend maintained at $0.25 per share (down from $0.43 in Q2 2023); liquidity position $643.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226618,"accession_number":"0001140361-24-022033","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"KKR Real Estate Finance Trust holds 2024 annual meeting, elects eight directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with majority support; highest vote for Deborah H. McAneny (44.8M for) and lowest for Terrance R. Ahern (39.5M for).","Deloitte & Touche LLP ratified as independent auditor for FY2024 with 56.4M votes for, 134k against, 261k abstentions.","Advisory say-on-pay proposal passed with 44.0M for, 1.3M against, 159k abstaining, 11.3M broker non-votes.","Broker non-votes of 11.3M shares on director elections and compensation vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226617,"accession_number":"0001631596-24-000015","cik":1631596,"company_name":"KKR Real Estate Finance Trust Inc.","ticker":"KREF","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KREF reports Q1 net loss of $0.13/share; distributable earnings $0.39, dividend cut to $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common stockholders $8.7M ($0.13/diluted), improved from $18.7M loss in Q4 2023.","Distributable Earnings of $26.7M ($0.39/share) covered the $0.25 dividend 1.54x.","CECL allowance increased by $33.3M ($0.48/share) primarily on risk-rated 5 senior office loans.","Loan portfolio $7.3B, 99% floating-rate, all-in yield 8.9%; received $335.7M in repayments including two full payoffs.","Liquidity $620.1M; dividend reduced to $0.25 from $0.43 in prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":430877396.5205479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}