KREF Liquidity and Portfolio Overview slide image

KREF Liquidity and Portfolio Overview

Differentiated, Conservative Investment Strategy Lending on institutional quality real estate owned by high-quality sponsors in top markets Institutional Quality Commercial Real Estate Top Markets with Strong Underlying Fundamentals Average Loan Size (1) $124M Average Occupancy of Multifamily Loans 91% % of Portfolio Multifamily Industrial Loans 55% * Construction Loans 12% Top 15 MSAs Top 25 MSAs 79% 91% The data above are based on total assets. Total assets reflect the principal amount of our senior and mezzanine loans Average loan size is inclusive of the unfunded commitment Note: (1) (2) LTM as of September 30, 2023 KREF High-Quality, Experienced & Well-Capitalized Sponsors Select Examples: AUM, Top 10 Publicly Traded Global Asset Manager $100B+ Market Capitalization, Top 5 Global Investment Bank $100B+ 息 Units, Top Regional Multifamily Developer and Operator 15,000+ Repeat Borrowers (2) 67% 13
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