KKR Real Estate Finance Trust (KREF) Assets (2016 - 2026)
KKR Real Estate Finance Trust's (KREF) quarterly Assets came in at $6.6 billion in Q2 2026, down 2.9% on a YoY basis from $6.8 billion in Q2 2025, and down 5.62% quarter-over-quarter from $7.0 billion in Q1 2026.
Analysis
KKR Real Estate Finance Trust (KREF) Assets (2016 - 2026) Analysis & Trends
KKR Real Estate Finance Trust (KREF) has reported Assets for 11 consecutive years, with $6.6 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets fell 2.9% year-over-year to $6.6 billion; the trailing twelve-month figure through Jun 2026 stood at $6.6 billion (down 2.9% YoY), and the FY2025 full-year result was $6.5 billion, up 1.8% from the prior year.
- Assets fell to $6.6 billion in Q2 2026 per KREF's latest filing, from $7.0 billion in the prior quarter.
- Across five years, Assets topped out at $7.9 billion in Q1 2023 and bottomed at $6.4 billion in Q4 2024.
- Historically, Assets has averaged $7.1 billion across 5 years, with a median of $7.1 billion in 2022.
- The sharpest annual moves came in 2022 and 2024: Assets surged 39.65% in 2022, then decreased 15.86% in 2024.
- Over 5 years, Assets stood at $7.8 billion in 2022, then dropped by 3.26% to $7.5 billion in 2023, then fell by 15.86% to $6.4 billion in 2024, then increased by 1.8% to $6.5 billion in 2025, then advanced by 1.46% to $6.6 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $6.6 billion, $7.0 billion, and $6.5 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 143.74 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 121.76 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 61.05 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 54.11 Bn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 26.42 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 8.83 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 19.40 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.75 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 21.03 Bn |
| 10 | KKR Real Estate Finance Trust | 468.79 Mn | 385.73 Mn | - | 6.56 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.56 Bn |
| Mar 31, 2026 | 6.95 Bn |
| Dec 31, 2025 | 6.46 Bn |
| Sep 30, 2025 | 6.48 Bn |
| Jun 30, 2025 | 6.76 Bn |
| Mar 31, 2025 | 6.55 Bn |
| Dec 31, 2024 | 6.35 Bn |
| Sep 30, 2024 | 6.77 Bn |
| Jun 30, 2024 | 7.06 Bn |
| Mar 31, 2024 | 7.26 Bn |
| Dec 31, 2023 | 7.55 Bn |
| Sep 30, 2023 | 7.63 Bn |
| Jun 30, 2023 | 7.61 Bn |
| Mar 31, 2023 | 7.88 Bn |
| Dec 31, 2022 | 7.80 Bn |
| Sep 30, 2022 | 7.54 Bn |
| Jun 30, 2022 | 7.71 Bn |
| Mar 31, 2022 | 7.15 Bn |
| Dec 31, 2021 | 6.70 Bn |
| Sep 30, 2021 | 5.75 Bn |