KKR Real Estate Finance Trust Inc. (NYSE: KREF) has scheduled the release of its third-quarter 2025 financial results for Tuesday, October 21, 2025. The announcement will occur after the close of trading on the New York Stock Exchange. The company will host a conference call for investors and analysts the following morning to discuss the results.
This routine financial disclosure provides a detailed look into the company's performance amid the evolving commercial real estate landscape. Investors will be watching key metrics such as loan originations, portfolio health, and net income to gauge the company's stability and growth trajectory.
Key Takeaways
- Results Release: KREF will publish its Q3 2025 financial results on Tuesday, October 21, 2025, after market close.
- Conference Call: A conference call is scheduled for Wednesday, October 22, 2025, at 10:00 a.m. Eastern Time.
- How to Access: The call will be accessible via telephone and a live webcast on the company's investor relations website.
- Company Focus: KREF is a real estate finance company that primarily originates and acquires senior loans secured by commercial real estate properties.
Details of the Upcoming Announcement
KKR Real Estate Finance Trust Inc. has formally announced its timeline for reporting its third-quarter financial performance. The results, covering the period ending September 30, 2025, are a critical indicator for shareholders and the market at large.
Following the release of the written report on October 21, the company's management team will provide additional context and answer questions during a scheduled conference call. This event offers a direct line of communication between the company's leadership and the investment community.
How to Participate in the Conference Call
Investors and interested parties can join the live conference call on Wednesday, October 22, 2025, at 10:00 a.m. ET. There are two primary methods for accessing the event:
- Telephone Access: Participants in the United States can dial (844) 784-1730. International callers can use +1 (412) 380-7410. According to the company, a pass code will not be required to join the live call.
- Webcast Access: A live audio broadcast of the call will be available online. This can be accessed through the Investor Relations section of KREF’s official website at www.kkrreit.com.
In addition to the live call, KREF has stated that a slide presentation containing supplemental information may be made available on its website prior to the event. This presentation often provides visual data and key highlights from the quarter.
Replay Information
For those unable to attend the live event, a replay of the broadcast will be available. The replay can be accessed approximately two hours after the call concludes by dialing (877) 344-7529 for U.S. callers or +1 (412) 317-0088 for non-U.S. callers. The required pass code for the replay is 7643750. The webcast replay will also be archived on the company's website.
Understanding KREF's Business Model
KKR Real Estate Finance Trust Inc. operates as a real estate finance company, a specialized type of business that provides capital for property transactions. The company's primary focus is on originating and acquiring senior loans, which are secured by commercial real estate (CRE) assets.
Senior loans are considered first-lien debt, meaning that in the event of a borrower default, KREF would be among the first creditors to be repaid from the proceeds of a property sale. This position in the capital stack generally offers a lower risk profile compared to mezzanine debt or equity investments.
What is a Real Estate Finance Company?
Real estate finance companies like KREF play a crucial role in the property market by providing liquidity. They act as lenders, offering loans for the acquisition, development, or refinancing of commercial properties such as office buildings, apartment complexes, industrial warehouses, and retail centers. Their income is primarily generated from the interest paid on these loans.
KREF is externally managed and advised by an affiliate of KKR & Co. Inc., a global investment firm. This arrangement means that KREF leverages the extensive resources, market intelligence, and industry relationships of KKR's broader platform to source, underwrite, and manage its loan portfolio. This structure is common among publicly traded mortgage REITs.
The Importance of Quarterly Earnings for Investors
For a publicly traded company like KREF, quarterly earnings reports are fundamental events. They provide a transparent and standardized update on financial health and operational performance. Investors analyze these reports to make informed decisions about buying, holding, or selling shares.
Key Metrics to Watch
When KREF releases its Q3 results, analysts will be closely examining several key performance indicators (KPIs). These metrics provide insight into the company's profitability, risk management, and overall market position.
- Loan Origination Volume: This figure shows the total value of new loans the company issued during the quarter. Strong origination numbers can signal a healthy demand for CRE financing and the company's ability to deploy capital effectively.
- Net Interest Income (NII): This is the difference between the interest income KREF earns from its loan portfolio and the interest it pays on its own borrowings. It is a core measure of profitability for a lending institution.
- Portfolio Composition: The report will detail the types of properties securing the loans (e.g., multifamily, office, industrial), the geographic distribution of the assets, and the average loan-to-value (LTV) ratio. A diversified and conservatively underwritten portfolio is often viewed favorably.
- Credit Quality: Investors will look for information on non-performing loans or any provisions for credit losses. This metric is a direct indicator of the health of the company's loan book and its underwriting discipline.
- Book Value Per Share: This represents the theoretical net asset value of the company on a per-share basis. The stock's market price relative to its book value is a common valuation metric for REITs.
The subsequent conference call allows management to add qualitative context to these numbers. They may discuss macroeconomic trends affecting the commercial real estate market, their outlook for future quarters, and the strategic rationale behind recent decisions. This forward-looking guidance is often as important to investors as the historical results.
For further information, KREF directs interested parties to its investor relations team, led by Jack Switala, who can be reached at (212) 763-9048 or via email at [email protected].
