
KREF Stock Forecast & Price Target
KREF Analyst Ratings
Bulls say
KKR Real Estate Finance Trust Inc is currently experiencing a discounted pricing situation, which presents an opportunity for investors, especially as improvements in the company's portfolio stability and earnings are anticipated. The return to an offensive strategy in 2025, marked by an increase in loan originations and the potential for net portfolio growth, is likely to boost investor sentiment and support a positive trajectory for earnings heading into 2026. Additionally, strong demand for transitional commercial real estate capital and favorable regulatory conditions for specialty finance lenders further bolster optimism regarding KKR's long-term financial performance.
Bears say
KKR Real Estate Finance Trust Inc faces a challenging outlook due to an expected contraction of its net portfolio by $443 million in 2025, with only modest growth of $200 million projected for 2026, indicating potential long-term stability issues in its loan portfolio. The company is contending with significant headwinds from non-performing loans and a growing REO portfolio that may further erode its earnings and lead to a declining book value per share, estimated to decrease to $13.22 by 2026. Additionally, external macroeconomic pressures and the anticipated impact of increasing interest rates contribute to concerns regarding the company's ability to generate sufficient net interest income and maintain its dividend payouts amid a competitive commercial mortgage REIT landscape.
This aggregate rating is based on analysts' research of KKR Real Estate Finance Trust and is not a guaranteed prediction by Public.com or investment advice.
KREF Analyst Forecast & Price Prediction
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