KKR Real Estate Finance Trust (KREF) Competitors $9.62 +0.13 (+1.32%) Closing price 08/29/2025 03:59 PM EasternExtended Trading$9.48 -0.14 (-1.45%) As of 08/29/2025 06:30 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock KREF vs. ACRE, ARI, BRSP, BXMT, FBRT, LADR, MFA, RITM, STWD, and TRTXShould you be buying KKR Real Estate Finance Trust stock or one of its competitors? The main competitors of KKR Real Estate Finance Trust include Ares Commercial Real Estate (ACRE), Apollo Commercial Real Estate Finance (ARI), BrightSpire Capital (BRSP), Blackstone Mortgage Trust (BXMT), Franklin BSP Realty Trust (FBRT), Ladder Capital (LADR), MFA Financial (MFA), Rithm Capital (RITM), Starwood Property Trust (STWD), and TPG RE Finance Trust (TRTX). These companies are all part of the "finance" sector. KKR Real Estate Finance Trust vs. Its Competitors Ares Commercial Real Estate Apollo Commercial Real Estate Finance BrightSpire Capital Blackstone Mortgage Trust Franklin BSP Realty Trust Ladder Capital MFA Financial Rithm Capital Starwood Property Trust TPG RE Finance Trust KKR Real Estate Finance Trust (NYSE:KREF) and Ares Commercial Real Estate (NYSE:ACRE) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, media sentiment, institutional ownership, risk and dividends. Does the media refer more to KREF or ACRE? In the previous week, KKR Real Estate Finance Trust and KKR Real Estate Finance Trust both had 5 articles in the media. KKR Real Estate Finance Trust's average media sentiment score of 1.88 beat Ares Commercial Real Estate's score of 0.57 indicating that KKR Real Estate Finance Trust is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment KKR Real Estate Finance Trust 5 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Ares Commercial Real Estate 4 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 1 Very Negative mention(s) Positive Which has more risk and volatility, KREF or ACRE? KKR Real Estate Finance Trust has a beta of 0.92, meaning that its share price is 8% less volatile than the S&P 500. Comparatively, Ares Commercial Real Estate has a beta of 1.33, meaning that its share price is 33% more volatile than the S&P 500. Do institutionals & insiders believe in KREF or ACRE? 70.2% of KKR Real Estate Finance Trust shares are held by institutional investors. Comparatively, 41.3% of Ares Commercial Real Estate shares are held by institutional investors. 1.9% of KKR Real Estate Finance Trust shares are held by company insiders. Comparatively, 1.8% of Ares Commercial Real Estate shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term. Which has higher earnings and valuation, KREF or ACRE? KKR Real Estate Finance Trust has higher revenue and earnings than Ares Commercial Real Estate. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Ares Commercial Real Estate, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioKKR Real Estate Finance Trust$564.63M1.12$35.59M-$0.66-14.58Ares Commercial Real Estate$69.65M3.73-$34.99M-$0.34-13.90 Is KREF or ACRE more profitable? KKR Real Estate Finance Trust has a net margin of -4.43% compared to Ares Commercial Real Estate's net margin of -29.57%. KKR Real Estate Finance Trust's return on equity of 1.61% beat Ares Commercial Real Estate's return on equity.Company Net Margins Return on Equity Return on Assets KKR Real Estate Finance Trust-4.43% 1.61% 0.33% Ares Commercial Real Estate -29.57%-5.44%-1.78% Do analysts recommend KREF or ACRE? KKR Real Estate Finance Trust currently has a consensus price target of $11.95, suggesting a potential upside of 24.16%. Ares Commercial Real Estate has a consensus price target of $5.31, suggesting a potential upside of 12.43%. Given KKR Real Estate Finance Trust's stronger consensus rating and higher probable upside, equities research analysts clearly believe KKR Real Estate Finance Trust is more favorable than Ares Commercial Real Estate.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score KKR Real Estate Finance Trust 0 Sell rating(s) 1 Hold rating(s) 4 Buy rating(s) 0 Strong Buy rating(s) 2.80Ares Commercial Real Estate 1 Sell rating(s) 5 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.83 Is KREF or ACRE a better dividend stock? KKR Real Estate Finance Trust pays an annual dividend of $1.00 per share and has a dividend yield of 10.4%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.7%. KKR Real Estate Finance Trust pays out -151.5% of its earnings in the form of a dividend. Ares Commercial Real Estate pays out -176.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Ares Commercial Real Estate is clearly the better dividend stock, given its higher yield and lower payout ratio. SummaryKKR Real Estate Finance Trust beats Ares Commercial Real Estate on 11 of the 17 factors compared between the two stocks. Get KKR Real Estate Finance Trust News Delivered to You Automatically Sign up to receive the latest news and ratings for KREF and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding KREF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart KREF vs. The Competition Export to ExcelMetricKKR Real Estate Finance TrustREIT IndustryFinance SectorNYSE ExchangeMarket Cap$632.46M$1.54B$12.58B$21.36BDividend Yield10.38%12.53%5.42%3.49%P/E Ratio-14.5814.70228.4629.34Price / Sales1.123.9431.6352.54Price / Cash5.7111.3022.2523.91Price / Book0.490.832.355.36Net Income$35.59M$79.73M$1.01B$996.52M7 Day Performance1.17%1.01%0.24%0.34%1 Month Performance6.53%5.12%3.64%5.52%1 Year Performance-19.32%-9.92%541.65%11.66% KKR Real Estate Finance Trust Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)KREFKKR Real Estate Finance Trust3.9224 of 5 stars$9.63+1.3%$11.95+24.2%-19.4%$632.46M$564.63M-14.58N/ANews CoveragePositive NewsACREAres Commercial Real Estate3.2067 of 5 stars$4.40-2.3%$5.31+20.9%-33.1%$247.52M$69.65M-12.933,200News CoverageARIApollo Commercial Real Estate Finance1.8405 of 5 stars$10.02-0.4%$10.31+3.0%+0.0%$1.40B$303.67M-71.54N/APositive NewsBRSPBrightSpire Capital2.3454 of 5 stars$5.55+0.1%$6.79+22.5%-2.4%$720.17M$244.77M-25.2050News CoveragePositive NewsBXMTBlackstone Mortgage Trust3.2243 of 5 stars$18.65-1.2%$20.00+7.2%+5.9%$3.24B$1.77B-266.43N/ANews CoveragePositive NewsFBRTFranklin BSP Realty Trust4.1777 of 5 stars$11.05+0.3%$14.88+34.6%-15.2%$906.67M$210.45M11.28N/APositive NewsLADRLadder Capital4.8272 of 5 stars$11.16-0.1%$12.75+14.2%-5.8%$1.42B$506.84M15.9460Positive NewsAnalyst UpgradeMFAMFA Financial3.4287 of 5 stars$9.59-1.1%$12.07+25.9%-18.5%$995.89M$723.97M11.02350Positive NewsRITMRithm Capital4.5424 of 5 stars$12.24-0.4%$14.00+14.4%+3.8%$6.52B$5.21B9.426,045News CoveragePositive NewsSTWDStarwood Property Trust3.2787 of 5 stars$19.86-0.1%$21.70+9.3%-2.7%$7.30B$1.95B18.22290Positive NewsTRTXTPG RE Finance Trust1.8189 of 5 stars$9.06-0.5%$9.67+6.8%+3.3%$715.17M$351.97M13.93N/ANews CoveragePositive NewsAnalyst Upgrade Related Companies and Tools Related Companies Ares Commercial Real Estate Alternatives Apollo Commercial Real Estate Finance Alternatives BrightSpire Capital Alternatives Blackstone Mortgage Trust Alternatives Franklin BSP Realty Trust Alternatives Ladder Capital Alternatives MFA Financial Alternatives Rithm Capital Alternatives Starwood Property Trust Alternatives TPG RE Finance Trust Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:KREF) was last updated on 8/31/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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