KREF Liquidity and Portfolio Overview slide image

KREF Liquidity and Portfolio Overview

Consolidated Statements of Income (in thousands except share and per share data) Net Interest Income Interest income Interest expense Total net ineterest income Other income Revenue from real estate owned operations Income (loss) from equity method investments Other income Total other income Operating Expenses General and administrative Provision for (reversal of) credit losses, net Management fees to affiliate $ September 30, 2023 Three Months Ended June 30, 2023 September 30, 2022 163,229 $ 118,617 44,612 159,629 115,677 $ 43,952 114,627 67,311 $ 47,316 Nine Months Ended September 30, 2023 September 30, 2022 475,388 340,270 $ 135,118 278,460 144,503 133,957 1,795 1,984 2,092 6,025 6,554 839 551 914 1,043 3,835 2,809 4,437 840 9,957 3,992 5,443 6,972 3,846 17,025 14,381 Incentive compensation to affiliate Expenses from real estate owned operations Total operating expenses 4,788 4,710 4,286 14,188 13,040 8,814 56,335 80,604 125,616 91,184 6,566 6,559 6,589 19,648 19,102 69 611 2,491 2,819 2,656 2,598 8,233 7,520 23,056 70,871 94,077 170,176 130,846 Income (Loss) Before Income Taxes, Noncontrolling Interests, Preferred Dividends, and Participating Securities' Share in Earnings 26,999 (19,947) (42,915) (18,033) 17,492 Income tax expense 165 177 511 Net Income (Loss) 26,834 (20,124) (42,915) (18,544) 17,492 Net income (loss) attributable to noncontrolling interests (307) (96) (161) (580) (283) Net Income (Loss) Attributable to KREF Trust Inc. and Subsidiaries Preferred stock dividends Participating securities' shares in earnings 27,141 5,326 (20,028) 5,326 (42,754) (17,964) 17,775 5,326 15,978 15,978 414 418 341 1,239 1,028 Net Income (Loss) Attributable to Common Stockholders $ 21,401 $ (25,772) $ (48,421) $ (35,181) $ 769 Net Income (Loss) Per Share of Common Stock, Basic $ 0.31 $ (0.37) $ (0.70) $ (0.51) $ 0.01 Net Income (Loss) Per Share of Common Stock, Diluted $ 0.31 $ (0.37) $ (0.70) $ (0.51) $ 0.01 Weighted Average Number of Shares of Common Stock Outstanding, Basic 69,122,636 69,115,654 69,382,730 69,111,201 67,029,140 Weighted Average Number of Shares of Common Stock Outstanding, Diluted Dividends Declared per Share of Common Stock 69,122,636 69,115,654 69,382,730 69,111,201 67,029,140 $ 0.43 $ 0.43 $ 0.43 $ 1.29 $ 1.29 KREF 38
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