KKR Real Estate Finance Trust (KREF) Loans - Loss Allowance (2020 - 2026)
KKR Real Estate Finance Trust (KREF) posted Loans - Loss Allowance of $187.44 million for Q3 2026, up 19.1% from $157.34 million a year earlier but down 35.8% from the prior quarter.
Powered by 
Analysis
KKR Real Estate Finance Trust (KREF) Loans - Loss Allowance (2020 - 2026) Analysis & Trends
At the end of FY2025, KKR Real Estate Finance Trust's Loans - Loss Allowance came in at $201.92 million, up 72.4% from FY2024.
- Annual Loans - Loss Allowance shows a five-year compound annual growth rate of 27.6% (FY2020 to FY2025).
- In prior years, KKR Real Estate Finance Trust's Loans - Loss Allowance was $117.1 million in FY2024 (-44.4%), $210.47 million in FY2023 (+96.7%), $106.97 million in FY2022 (+380.9%) and $22.24 million in FY2021 (-62.8%).
- Quarterly Loans - Loss Allowance has run from a low of $20.68 million in Q1 2022 to a high of $291.92 million in Q2 2026 over five years.
- On a year-over-year basis, Loans - Loss Allowance has increased in each of the last six quarters, with growth averaging 27.4% over the last eight quarters.
- The strongest year-over-year quarter for Loans - Loss Allowance in the past five years was Q1 2023, with growth of 709.4%; the weakest was Q1 2022, with a decline of 64.6%.
- According to Business Quant data, Loans - Loss Allowance for the three prior quarters was $291.92 million (Q2 2026), $258.68 million (Q1 2026) and $201.92 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Loss Allowance (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | - |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | - |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | -397.99 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 9.42 Bn |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 10.34 Bn |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 636.12 Mn |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | - |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | - |
| 10 | KKR Real Estate Finance Trust | 308.52 Mn | -98.81 Mn | - | 187.44 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 187.44 Mn |
| Jun 30, 2026 | 291.92 Mn |
| Mar 31, 2026 | 258.68 Mn |
| Dec 31, 2025 | 201.92 Mn |
| Sep 30, 2025 | 157.34 Mn |
| Jun 30, 2025 | 171.59 Mn |
| Mar 31, 2025 | 142.34 Mn |
| Dec 31, 2024 | 117.10 Mn |
| Sep 30, 2024 | 148.01 Mn |
| Jun 30, 2024 | 110.58 Mn |
| Mar 31, 2024 | 243.63 Mn |
| Dec 31, 2023 | 210.47 Mn |
| Sep 30, 2023 | 218.99 Mn |
| Jun 30, 2023 | 223.77 Mn |
| Mar 31, 2023 | 167.36 Mn |
| Dec 31, 2022 | 106.97 Mn |
| Sep 30, 2022 | 110.80 Mn |
| Jun 30, 2022 | 31.53 Mn |
| Mar 31, 2022 | 20.68 Mn |
| Dec 31, 2021 | 22.24 Mn |
API Access
KKR Real Estate Finance Trust Loans - Loss Allowance API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=loans-loss-allowance&ticker=KREF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "loans-loss-allowance", "ticker": "KREF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=loans-loss-allowance&ticker=KREF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();