KKR Real Estate Finance Trust (KREF) Common Equity (2016 - 2026)
KKR Real Estate Finance Trust's (KREF) quarterly Common Equity came in at $990.3 million in Q2 2026, down 23.42% on a YoY basis from $1.3 billion in Q2 2025, and down 14.1% quarter-over-quarter from $1.2 billion in Q1 2026.
Analysis
KKR Real Estate Finance Trust (KREF) Common Equity (2016 - 2026) Analysis & Trends
KKR Real Estate Finance Trust (KREF) has reported Common Equity for 11 consecutive years, with $990.3 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Common Equity fell 23.42% year-over-year to $990.3 million; the trailing twelve-month figure through Jun 2026 stood at $990.3 million (down 23.42% YoY), and the FY2025 full-year result was $1.2 billion, down 12.42% from the prior year.
- Common Equity retreated to $990.3 million in Q2 2026 per KREF's latest filing, from $1.2 billion in the prior quarter.
- Across five years, Common Equity topped out at $1.7 billion in Q2 2022 and bottomed at $990.3 million in Q2 2026.
- Historically, Common Equity has averaged $1.4 billion across 5 years, with a median of $1.4 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Common Equity jumped 56.99% in 2022, then slipped 23.42% in 2026.
- Over 5 years, Common Equity stood at $1.6 billion in 2022, then slipped by 10.64% to $1.4 billion in 2023, then decreased by 0.38% to $1.4 billion in 2024, then dropped by 12.42% to $1.2 billion in 2025, then slipped by 19.17% to $990.3 million in 2026.
- According to Business Quant data, Common Equity over the past three periods registered $990.3 million, $1.2 billion, and $1.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 16.98 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 12.54 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 6.83 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 3.18 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.74 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 3.26 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 2.58 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 2.00 Bn |
| 10 | KKR Real Estate Finance Trust | 468.79 Mn | 385.73 Mn | - | 990.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 990.30 Mn |
| Mar 31, 2026 | 1.15 Bn |
| Dec 31, 2025 | 1.23 Bn |
| Sep 30, 2025 | 1.28 Bn |
| Jun 30, 2025 | 1.29 Bn |
| Mar 31, 2025 | 1.36 Bn |
| Dec 31, 2024 | 1.40 Bn |
| Sep 30, 2024 | 1.41 Bn |
| Jun 30, 2024 | 1.44 Bn |
| Mar 31, 2024 | 1.38 Bn |
| Dec 31, 2023 | 1.40 Bn |
| Sep 30, 2023 | 1.45 Bn |
| Jun 30, 2023 | 1.46 Bn |
| Mar 31, 2023 | 1.51 Bn |
| Dec 31, 2022 | 1.57 Bn |
| Sep 30, 2022 | 1.60 Bn |
| Jun 30, 2022 | 1.68 Bn |
| Mar 31, 2022 | 1.65 Bn |
| Dec 31, 2021 | 1.36 Bn |
| Sep 30, 2021 | 1.23 Bn |