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Integrated Global Real Estate Platform

Case Studies: Largest Three Industrial Loans Investment Loan Type Western U.S. Industrial Portfolio Floating-Rate Senior Loan Bronx Industrial Floating-Rate Senior Loan U.S. Industrial Portfolio Floating-Rate Senior Loan Investment Date Collateral Location April 2022 14 Class A/B Industrial Properties Totaling 5.2mm SF Various August 2021 1.4mm RSF, Two-Story, Class A Distribution and Parking Facility Bronx, NY June 2022 12 Class A/B Industrial Assets Totaling 2.8mm SF Various Committed Amount $252 million (3) Current Principal Amount $252 million Basis Coupon (1) LTV(2) $98/SF + 2.7% 64% $229 million (4) $181 million $277/SF $188 million $167 million $120/SF + 4.2% + 2.9% 52% 50% Max Remaining Term (Yrs.) 3.9 3.2 4.0 Asset Photos (1) (2) (3) Coupon expressed as spread over Term SOFR LTV based on initial loan amount divided by the as-is appraised value as of the date the loan was originated The total whole loan is $505 million, co-originated by the Company and KKR affiliates. The Company's interest is 50% of the loan (4) The total whole loan is $381 million, co-originated by the Company and a KKR affiliate. The Company's interest is 60% of the loan KREF 22
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