Recent 8-K filings for KREF

• April 22, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  KREF Q1 net loss widens to $61.9M; distributable loss; dividend slashed to $0.10

  Net loss of $61.9M ($0.96 diluted EPS) vs prior quarter loss of $32M; CECL provision $73.5M.

• February 3, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  KREF reports Q4 net loss of $0.49/share; CECL allowance rises $43.7M on risk-rated 5 loans

  Net loss of $32.0M in Q4 ($0.49 diluted EPS); full year loss $69.9M ($1.05/share).

• October 21, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  KREF reports Q3 net income $0.12/shr vs loss $0.53 Q2; distributable loss of $0.03/shr

  Net income $8.1M ($0.12/shr) vs net loss ($35.4M) ($0.53/shr) in Q2; distributable loss ($2.3M) ($0.03/shr).

• July 22, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  KREF reports Q2 net loss of $0.53/sh; distributable loss $0.04; CECL reserve up $50M

  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.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  KREF reports Q1 net loss $0.15/share; Distributable Earnings $0.25/share; CECL up $24.9M

  Net loss of $10.6M ($0.15 diluted EPS); Distributable Earnings of $17.0M ($0.25/share).

• March 5, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03

  KREF enters $550M term loan credit agreement, extends revolver to 2030

  New $550M term loan facility matures March 5, 2032; replaces existing $350M term loan.

• February 3, 2025, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  KREF Q4 net income $0.21/sh but distributable loss ($0.21); BVPS $14.76

  Net income attributable to common stockholders Q4 $14.6M ($0.21/diluted), full year $13.1M ($0.19).

• October 21, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  KKR Real Estate Finance Trust posts Q3 net loss of $13M as CECL allowance rises $36.4M

  Net loss attributable to common stockholders of ($13.0)M ($0.19/diluted share) vs prior Q2 net income $20.2M ($0.29).

• July 22, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  KREF reports Q2 net income $0.29/share but distributable loss of $1.57 on $136M realized losses

  Net income attributable to common stockholders of $20.2M ($0.29 diluted EPS), vs net loss of ($8.7M) in Q1 2024.

• April 23, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  KREF reports Q1 net loss of $0.13/share; distributable earnings $0.39, dividend cut to $0.25

  Net loss attributable to common stockholders $8.7M ($0.13/diluted), improved from $18.7M loss in Q4 2023.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.70 · Most common event earnings

0 positive 7 negative 8 neutral

source · KREF on sec.gov