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KKR Real Estate Finance Trust (KREF) Competitors

KKR Real Estate Finance Trust logo
$6.52 -0.10 (-1.44%)
As of 02:51 PM Eastern
This is a fair market value price provided by Massive. Learn more.

KREF vs. ACRE, ARI, BRSP, BXMT, and FBRT

Should 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), and Franklin BSP Realty Trust (FBRT). These companies are all part of the "reit - mtge trust" industry.

How does KKR Real Estate Finance Trust compare to Ares Commercial Real Estate?

KKR Real Estate Finance Trust (NYSE:KREF) and Ares Commercial Real Estate (NYSE:ACRE) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.

KKR Real Estate Finance Trust has a net margin of -23.55% compared to Ares Commercial Real Estate's net margin of -37.21%. KKR Real Estate Finance Trust's return on equity of -0.78% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
KKR Real Estate Finance Trust-23.55% -0.78% -0.14%
Ares Commercial Real Estate -37.21%-2.80%-0.91%

KKR Real Estate Finance Trust has a beta of 0.81, suggesting that its share price is 19% less volatile than the S&P 500. Comparatively, Ares Commercial Real Estate has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500.

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. 2.1% of KKR Real Estate Finance Trust shares are held by insiders. Comparatively, 2.3% of Ares Commercial Real Estate shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Ares Commercial Real Estate has lower revenue, but higher earnings than KKR Real Estate Finance Trust. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than KKR Real Estate Finance Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR Real Estate Finance Trust$111.79M3.75-$47.05M-$1.86N/A
Ares Commercial Real Estate$54.83M4.97-$900K-$0.36N/A

In the previous week, Ares Commercial Real Estate had 8 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 8 mentions for Ares Commercial Real Estate and 0 mentions for KKR Real Estate Finance Trust. Ares Commercial Real Estate's average media sentiment score of 0.05 beat KKR Real Estate Finance Trust's score of 0.00 indicating that Ares Commercial Real Estate is being referred to more favorably in the news media.

Company Overall Sentiment
KKR Real Estate Finance Trust Neutral
Ares Commercial Real Estate Neutral

KKR Real Estate Finance Trust currently has a consensus price target of $8.40, suggesting a potential upside of 28.93%. Ares Commercial Real Estate has a consensus price target of $5.38, suggesting a potential upside of 9.36%. Given KKR Real Estate Finance Trust's stronger consensus rating and higher probable upside, analysts plainly 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
1 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Ares Commercial Real Estate
2 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.83

KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.1%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.2%. KKR Real Estate Finance Trust pays out -21.5% of its earnings in the form of a dividend. Ares Commercial Real Estate pays out -166.7% 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.

Summary

Ares Commercial Real Estate beats KKR Real Estate Finance Trust on 9 of the 17 factors compared between the two stocks.

How does KKR Real Estate Finance Trust compare to Apollo Commercial Real Estate Finance?

KKR Real Estate Finance Trust (NYSE:KREF) and Apollo Commercial Real Estate Finance (NYSE:ARI) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, earnings, profitability, dividends, risk, institutional ownership, media sentiment and analyst recommendations.

Apollo Commercial Real Estate Finance has higher revenue and earnings than KKR Real Estate Finance Trust. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Apollo Commercial Real Estate Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR Real Estate Finance Trust$111.79M3.75-$47.05M-$1.86N/A
Apollo Commercial Real Estate Finance$271.59M5.37$126.72M$0.8113.56

Apollo Commercial Real Estate Finance has a net margin of 48.01% compared to KKR Real Estate Finance Trust's net margin of -23.55%. Apollo Commercial Real Estate Finance's return on equity of 7.87% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
KKR Real Estate Finance Trust-23.55% -0.78% -0.14%
Apollo Commercial Real Estate Finance 48.01%7.87%1.48%

KKR Real Estate Finance Trust presently has a consensus price target of $8.40, indicating a potential upside of 28.93%. Apollo Commercial Real Estate Finance has a consensus price target of $11.13, indicating a potential upside of 1.27%. Given KKR Real Estate Finance Trust's higher probable upside, analysts clearly believe KKR Real Estate Finance Trust is more favorable than Apollo Commercial Real Estate Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR Real Estate Finance Trust
1 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Apollo Commercial Real Estate Finance
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

70.2% of KKR Real Estate Finance Trust shares are held by institutional investors. Comparatively, 54.4% of Apollo Commercial Real Estate Finance shares are held by institutional investors. 2.1% of KKR Real Estate Finance Trust shares are held by insiders. Comparatively, 0.7% of Apollo Commercial Real Estate Finance shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

KKR Real Estate Finance Trust has a beta of 0.81, suggesting that its share price is 19% less volatile than the S&P 500. Comparatively, Apollo Commercial Real Estate Finance has a beta of 1.37, suggesting that its share price is 37% more volatile than the S&P 500.

In the previous week, Apollo Commercial Real Estate Finance had 5 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 5 mentions for Apollo Commercial Real Estate Finance and 0 mentions for KKR Real Estate Finance Trust. Apollo Commercial Real Estate Finance's average media sentiment score of 0.42 beat KKR Real Estate Finance Trust's score of 0.00 indicating that Apollo Commercial Real Estate Finance is being referred to more favorably in the news media.

Company Overall Sentiment
KKR Real Estate Finance Trust Neutral
Apollo Commercial Real Estate Finance Neutral

KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.1%. Apollo Commercial Real Estate Finance pays an annual dividend of $1.00 per share and has a dividend yield of 9.1%. KKR Real Estate Finance Trust pays out -21.5% of its earnings in the form of a dividend. Apollo Commercial Real Estate Finance pays out 123.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Apollo Commercial Real Estate Finance beats KKR Real Estate Finance Trust on 14 of the 18 factors compared between the two stocks.

How does KKR Real Estate Finance Trust compare to BrightSpire Capital?

BrightSpire Capital (NYSE:BRSP) and KKR Real Estate Finance Trust (NYSE:KREF) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, profitability, risk, earnings, institutional ownership, media sentiment, analyst recommendations and dividends.

56.6% of BrightSpire Capital shares are owned by institutional investors. Comparatively, 70.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. 2.8% of BrightSpire Capital shares are owned by company insiders. Comparatively, 2.1% of KKR Real Estate Finance Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, BrightSpire Capital had 2 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 2 mentions for BrightSpire Capital and 0 mentions for KKR Real Estate Finance Trust. BrightSpire Capital's average media sentiment score of 1.09 beat KKR Real Estate Finance Trust's score of 0.00 indicating that BrightSpire Capital is being referred to more favorably in the media.

Company Overall Sentiment
BrightSpire Capital Positive
KKR Real Estate Finance Trust Neutral

BrightSpire Capital has higher revenue and earnings than KKR Real Estate Finance Trust. BrightSpire Capital is trading at a lower price-to-earnings ratio than KKR Real Estate Finance Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BrightSpire Capital$194.89M3.87-$31.15M-$0.27N/A
KKR Real Estate Finance Trust$111.79M3.75-$47.05M-$1.86N/A

KKR Real Estate Finance Trust has a net margin of -23.55% compared to BrightSpire Capital's net margin of -24.16%. BrightSpire Capital's return on equity of 7.46% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BrightSpire Capital-24.16% 7.46% 2.03%
KKR Real Estate Finance Trust -23.55%-0.78%-0.14%

BrightSpire Capital pays an annual dividend of $0.64 per share and has a dividend yield of 11.0%. KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.1%. BrightSpire Capital pays out -237.0% of its earnings in the form of a dividend. KKR Real Estate Finance Trust pays out -21.5% 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. BrightSpire Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

BrightSpire Capital has a beta of 1.31, meaning that its share price is 31% more volatile than the S&P 500. Comparatively, KKR Real Estate Finance Trust has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500.

BrightSpire Capital currently has a consensus price target of $6.75, indicating a potential upside of 16.48%. KKR Real Estate Finance Trust has a consensus price target of $8.40, indicating a potential upside of 28.93%. Given KKR Real Estate Finance Trust's higher possible upside, analysts plainly believe KKR Real Estate Finance Trust is more favorable than BrightSpire Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BrightSpire Capital
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
KKR Real Estate Finance Trust
1 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

BrightSpire Capital beats KKR Real Estate Finance Trust on 14 of the 18 factors compared between the two stocks.

How does KKR Real Estate Finance Trust compare to Blackstone Mortgage Trust?

KKR Real Estate Finance Trust (NYSE:KREF) and Blackstone Mortgage Trust (NYSE:BXMT) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, media sentiment, risk, valuation, institutional ownership, profitability, dividends and analyst recommendations.

KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.1%. Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 10.1%. KKR Real Estate Finance Trust pays out -21.5% of its earnings in the form of a dividend. Blackstone Mortgage Trust pays out 308.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Blackstone Mortgage Trust has a net margin of 8.75% compared to KKR Real Estate Finance Trust's net margin of -23.55%. Blackstone Mortgage Trust's return on equity of 6.11% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
KKR Real Estate Finance Trust-23.55% -0.78% -0.14%
Blackstone Mortgage Trust 8.75%6.11%1.08%

Blackstone Mortgage Trust has higher revenue and earnings than KKR Real Estate Finance Trust. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Blackstone Mortgage Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR Real Estate Finance Trust$111.79M3.75-$47.05M-$1.86N/A
Blackstone Mortgage Trust$1.36B2.31$109.57M$0.6130.43

In the previous week, Blackstone Mortgage Trust had 7 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 7 mentions for Blackstone Mortgage Trust and 0 mentions for KKR Real Estate Finance Trust. Blackstone Mortgage Trust's average media sentiment score of 1.07 beat KKR Real Estate Finance Trust's score of 0.00 indicating that Blackstone Mortgage Trust is being referred to more favorably in the news media.

Company Overall Sentiment
KKR Real Estate Finance Trust Neutral
Blackstone Mortgage Trust Positive

70.2% of KKR Real Estate Finance Trust shares are held by institutional investors. Comparatively, 64.2% of Blackstone Mortgage Trust shares are held by institutional investors. 2.1% of KKR Real Estate Finance Trust shares are held by insiders. Comparatively, 1.2% of Blackstone Mortgage Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

KKR Real Estate Finance Trust has a beta of 0.81, indicating that its stock price is 19% less volatile than the S&P 500. Comparatively, Blackstone Mortgage Trust has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500.

KKR Real Estate Finance Trust presently has a consensus price target of $8.40, suggesting a potential upside of 28.93%. Blackstone Mortgage Trust has a consensus price target of $21.13, suggesting a potential upside of 13.79%. Given KKR Real Estate Finance Trust's higher probable upside, research analysts plainly believe KKR Real Estate Finance Trust is more favorable than Blackstone Mortgage Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR Real Estate Finance Trust
1 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Blackstone Mortgage Trust
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

Summary

Blackstone Mortgage Trust beats KKR Real Estate Finance Trust on 13 of the 18 factors compared between the two stocks.

How does KKR Real Estate Finance Trust compare to Franklin BSP Realty Trust?

KKR Real Estate Finance Trust (NYSE:KREF) and Franklin BSP Realty Trust (NYSE:FBRT) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, media sentiment, valuation, risk, earnings, analyst recommendations and profitability.

Franklin BSP Realty Trust has higher revenue and earnings than KKR Real Estate Finance Trust. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Franklin BSP Realty Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR Real Estate Finance Trust$111.79M3.75-$47.05M-$1.86N/A
Franklin BSP Realty Trust$270.07M2.51$82.27M$0.5117.28

In the previous week, Franklin BSP Realty Trust had 5 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 5 mentions for Franklin BSP Realty Trust and 0 mentions for KKR Real Estate Finance Trust. Franklin BSP Realty Trust's average media sentiment score of 0.82 beat KKR Real Estate Finance Trust's score of 0.00 indicating that Franklin BSP Realty Trust is being referred to more favorably in the news media.

Company Overall Sentiment
KKR Real Estate Finance Trust Neutral
Franklin BSP Realty Trust Positive

KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.1%. Franklin BSP Realty Trust pays an annual dividend of $0.80 per share and has a dividend yield of 9.1%. KKR Real Estate Finance Trust pays out -21.5% of its earnings in the form of a dividend. Franklin BSP Realty Trust pays out 156.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

KKR Real Estate Finance Trust currently has a consensus target price of $8.40, suggesting a potential upside of 28.93%. Franklin BSP Realty Trust has a consensus target price of $11.50, suggesting a potential upside of 30.46%. Given Franklin BSP Realty Trust's stronger consensus rating and higher possible upside, analysts clearly believe Franklin BSP Realty Trust is more favorable than KKR Real Estate Finance Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR Real Estate Finance Trust
1 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Franklin BSP Realty Trust
2 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.20

70.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. Comparatively, 59.9% of Franklin BSP Realty Trust shares are owned by institutional investors. 2.1% of KKR Real Estate Finance Trust shares are owned by company insiders. Comparatively, 1.3% of Franklin BSP Realty Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Franklin BSP Realty Trust has a net margin of 24.26% compared to KKR Real Estate Finance Trust's net margin of -23.55%. Franklin BSP Realty Trust's return on equity of 6.46% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
KKR Real Estate Finance Trust-23.55% -0.78% -0.14%
Franklin BSP Realty Trust 24.26%6.46%1.34%

KKR Real Estate Finance Trust has a beta of 0.81, indicating that its share price is 19% less volatile than the S&P 500. Comparatively, Franklin BSP Realty Trust has a beta of 0.94, indicating that its share price is 6% less volatile than the S&P 500.

Summary

Franklin BSP Realty Trust beats KKR Real Estate Finance Trust on 14 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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KREF vs. The Competition

MetricKKR Real Estate Finance TrustREIT IndustryFinance SectorNYSE Exchange
Market Cap$418.91M$1.71B$13.49B$22.94B
Dividend Yield15.20%12.16%5.75%4.02%
P/E Ratio-3.5012.4223.2829.04
Price / Sales3.753.77178.9224.71
Price / Cash10.369.6820.3019.21
Price / Book0.340.792.224.66
Net Income-$47.05M$157.92M$1.11B$1.07B
7 Day PerformanceN/AN/AN/A-0.81%
1 Month Performance2.36%1.55%2.26%4.28%
1 Year Performance-29.18%0.97%13.17%29.36%

KKR Real Estate Finance Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KREF
KKR Real Estate Finance Trust
4.4609 of 5 stars
$6.52
-1.4%
$8.40
+28.9%
-28.3%$418.91M$111.79MN/AN/A
ACRE
Ares Commercial Real Estate
3.023 of 5 stars
$5.25
+0.1%
$5.38
+2.5%
+6.1%$290.47M$54.83MN/A4,250
ARI
Apollo Commercial Real Estate Finance
2.9371 of 5 stars
$11.02
+0.2%
$11.13
+1.0%
+14.8%$1.46B$271.59M13.60N/A
BRSP
BrightSpire Capital
4.3962 of 5 stars
$5.85
+0.4%
$6.75
+15.5%
+15.1%$761.49M$194.89MN/A50
BXMT
Blackstone Mortgage Trust
4.4268 of 5 stars
$19.20
+1.5%
$21.13
+10.0%
+1.0%$3.24B$1.36B31.48N/A

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This page (NYSE:KREF) was last updated on 5/11/2026 by MarketBeat.com Staff.
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