Every material Form 8-K KKR Real Estate Finance Trust Inc. has filed with the SEC since April 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
KKR Real Estate Finance Trust reported a third-quarter 2026 net loss attributable to common stockholders of $6.4 million, or $0.11 per diluted share, down from a $121.8 million loss in the second quarter but a swing from $8.1 million of net income a year earlier. Distributable loss widened to $152.0 million, or $2.64 per share, mainly due to a $155.9 million realized loss on loan write-offs, and book value fell to $10.14 per share.
Q3 2026 net loss attributable to common stockholders was $6.4 million ($0.11 per diluted share), versus a $121.8 million loss ($1.95 per share) in Q2 2026.
Distributable loss was $152.0 million ($2.64 per share), compared with a $36.4 million loss ($0.58 per share) in Q2 2026, driven by a $155.9 million realized loss on loan write-offs.
Liquidity was $853.5 million as of September 30, 2026, and common book value was $582.5 million, or $10.14 per share.
Q3 2026 dividend was $0.10 per share; the company also cited $1.5 million of strategic review expenses during the quarter.
KKR Real Estate Finance Trust (KREF) reported a second-quarter 2026 net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, compared with a loss of $61.9 million, or $0.96 per share, in the first quarter. The loss was driven mainly by a $119.8 million provision for loan losses, and the company's Board has begun a strategic review that may include a sale of the company or a merger.
Net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, for the quarter ended June 30, 2026, versus $61.9 million, or $0.96 per share, for the quarter ended March 31, 2026
Provision for loan losses of $119.8 million ($1.92 per diluted share); book value per share was $10.24 as of June 30, 2026
Distributable loss of $36.4 million, or $0.58 per share, versus a distributable loss of $4.1 million, or $0.06 per share, in the first quarter; dividend of $0.10 per share
Board established a strategic review committee to evaluate alternatives that may include a sale of the company or a merger; no definitive timetable has been set
KREF reported a first-quarter 2026 net loss attributable to common stockholders of $61.9 million, or $0.96 per diluted share, compared with a $32.0 million loss in the prior quarter, and a Distributable Loss of $4.1 million. The company said the CECL allowance rose $73.5 million for the quarter, mainly due to additional reserves for risk-rated 5 loans, and it reduced its quarterly dividend to $0.10 per share. For shareholders, the larger loss and lower dividend reflect the credit reserve increase, and the new $75.0 million repurchase authorization gives the company another use for capital.
Net loss of $61.9 million, or $0.96 per diluted share, for the quarter ended March 31, 2026, versus a net loss of $32.0 million, or $0.49 per share, for the quarter ended December 31, 2025
Distributable Loss of $4.1 million, or $0.06 per share, versus Distributable Earnings of $14.4 million, or $0.22 per share, in the prior quarter; includes a $17.3 million realized loss on a loan write-off
CECL allowance increased $73.5 million, or $1.14 per share, to $260.3 million; book value was $11.87 per share as of March 31, 2026
Board declared a $0.10 per share second-quarter 2026 dividend, payable July 15, 2026 to holders of record June 30, 2026; in April 2026 the board authorized a repurchase program of up to $75.0 million of common and preferred stock
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every KKR Real Estate Finance Trust Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →