KKR Real Estate Finance Trust (KREF) Long-Term Investments (2017 - 2026)
KKR Real Estate Finance Trust's (KREF) quarterly Long-Term Investments came in at $273.1 million in Q2 2026, up 220.3% on a YoY basis from $85.3 million in Q2 2025, and up 85.41% quarter-over-quarter from $147.3 million in Q1 2026.
Analysis
KKR Real Estate Finance Trust (KREF) Long-Term Investments (2017 - 2026) Analysis & Trends
KKR Real Estate Finance Trust (KREF) has reported Long-Term Investments for 10 consecutive years, with $273.1 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments rose 220.3% year-over-year to $273.1 million; the trailing twelve-month figure through Jun 2026 stood at $273.1 million (up 220.3% YoY), and the FY2025 full-year result was $147.3 million, up 80.32% from the prior year.
- Long-Term Investments improved to $273.1 million in Q2 2026 per KREF's latest filing, from $147.3 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $273.1 million in Q2 2026 and bottomed at $35.1 million in Q4 2023.
- Historically, Long-Term Investments has averaged $77.6 million across 5 years, with a median of $59.2 million in 2022.
- The sharpest annual moves came in 2023 and 2026: Long-Term Investments slipped 4.81% in 2023, then soared 220.3% in 2026.
- Over 5 years, Long-Term Investments stood at $36.8 million in 2022, then decreased by 4.81% to $35.1 million in 2023, then soared by 132.95% to $81.7 million in 2024, then surged by 80.32% to $147.3 million in 2025, then surged by 85.36% to $273.1 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $273.1 million, $147.3 million, and $147.3 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | - |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 573.00 Mn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 88.20 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | - |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 322.06 Mn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 402.30 Mn |
| 10 | KKR Real Estate Finance Trust | 468.79 Mn | 385.73 Mn | - | 273.09 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 273.09 Mn |
| Mar 31, 2026 | 147.29 Mn |
| Dec 31, 2025 | 147.33 Mn |
| Sep 30, 2025 | 92.74 Mn |
| Jun 30, 2025 | 85.26 Mn |
| Mar 31, 2025 | 81.76 Mn |
| Dec 31, 2024 | 81.71 Mn |
| Sep 30, 2024 | 81.49 Mn |
| Jun 30, 2024 | 82.01 Mn |
| Mar 31, 2024 | 35.11 Mn |
| Dec 31, 2023 | 35.08 Mn |
| Sep 30, 2023 | 35.54 Mn |
| Jun 30, 2023 | 35.49 Mn |
| Mar 31, 2023 | 35.72 Mn |
| Dec 31, 2022 | 36.85 Mn |
| Sep 30, 2022 | 36.86 Mn |
| Jun 30, 2022 | 36.78 Mn |
| Mar 31, 2022 | 36.60 Mn |
| Dec 31, 2021 | 35.54 Mn |
| Sep 30, 2021 | 34.81 Mn |