Short answer
KKR Real Estate Finance Trust Inc. (KREF) filed its Q1 2026 10-Q quarterly report on Apr 22, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $4M (up 151.2% year over year) with net income of −$56M.
Q1 2026 key financials · XBRL
- Revenue
- $4M
- +151.2% YoY
- Net income
- −$56M
- −1054.9% YoY
- EPS (diluted)
- −$0.96
- −540.0% YoY
Source: XBRL data from the KKR Real Estate Finance Trust Inc. (KREF) Q1 2026 10-Q on SEC EDGAR. USD.
KKR Real Estate Finance Trust Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue not disclosed; net loss $61.9M vs $32.0M loss in prior quarter
- Distributable loss $4.1M, or $0.06 per share, vs earnings $14.4M, or $0.22
- Worst-performing exposure: risk-rated 5 loans; $17.3M realized write-off
- Portfolio $5.7B; repayments $415.4M exceeded fundings $197.9M
- Book value $11.87 per share vs $13.04; CECL allowance $260.3M, or $4.03 per share
- Headwinds: elevated rates, tariffs, trade tensions, geopolitical uncertainty, office vacancy and defaults
Risk Factors
- No material changes to risk factors disclosed in the Form 10-K
- Share repurchase capacity $46.0 million as of March 31, 2026
- Modified program authorizes up to $75.0 million of common and Series A preferred stock repurchases
- Credit agreements amended March 31, 2026 through amendments involving Morgan Stanley and Wells Fargo
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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