Second Quarter 2026 Supplemental Information July 21, 2026 2 KKR Real Estate Finance Trust Inc. Overview | Loan Portfolio | | Conservative Balance Sheet | KREF's Manager Fully Integrated with KKR | | --- | --- | --- | --- | | $4.5 B | | $7.0 B | 17% | | Loan Portfolio | | Financing Capacity | KKR Ownership in KREF | | 100% | 60% | 79% | $758 B | | Senior Loans | Multifamily & Industrial | Fully Non-Mark-to-Market(2) | Global AUM(4) | | $101 M | 11% | $722 M | $84 B ~120 | | Average | European Loan | Current ...