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KREF
Volume: 1.82M

KREF Stock Forecast & Price Target

KREF Analyst Ratings

Based on 6 analyst ratings
Buy
Strong Buy 17%
Buy 50%
Hold 33%
Sell 0%
Strong Sell 0%

Bulls say

KKR Real Estate Finance Trust Inc. demonstrates a positive outlook due to its discounted pricing, expected improvements in portfolio stability, and a projected increase in earnings as the company progresses into 2026. Strong origination activity, enhanced commercial real estate values, and potential lease-up of its significant REO asset indicate reduced credit risk and opportunities for value recovery, contributing to an optimistic earnings trajectory. Furthermore, sustained demand for transitional capital in commercial real estate and a favorable regulatory environment for specialty finance lenders bolster the long-term investment thesis for KKR Real Estate Finance Trust Inc.

Bears say

KKR Real Estate Finance Trust is projected to experience a net portfolio contraction of $443 million in 2025, with only modest growth of $200 million anticipated in 2026, resulting in a loan portfolio of approximately $5.2 billion and $5.4 billion by year-end 2025 and 2026, respectively. The company's earnings are expected to face volatility as it addresses non-performing loans and its Real Estate Owned (REO) portfolio, with a forecasted decline in its book value per share to $13.69 in 2025 and $13.22 in 2026, compounded by risks associated with watchlist migration and lower projected originations. The conclusion of the 4Q results, which showed a 5.4% erosion in book value alongside a high leverage ratio, reinforces concerns over the sustainability of earnings and potential risks of a dividend cut, contributing to a negative outlook for KKR Real Estate Finance Trust's stock.

KREF has been analyzed by 6 analysts, with a consensus rating of Buy. 17% of analysts recommend a Strong Buy, 50% recommend Buy, 33% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

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.

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FAQs About KKR Real Estate Finance Trust (KREF) Forecast

Analysts have given KREF a Buy based on their latest research and market trends.

According to 6 analysts, KREF has a Buy consensus rating as of Apr 5, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $9.92, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $9.92, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

KKR Real Estate Finance Trust (KREF)

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