
KREF Stock Forecast & Price Target
KREF Analyst Ratings
Bulls say
KKR Real Estate Finance Trust Inc. (KREF) is positioned favorably due to a combination of discounted pricing, strong origination activity, and improving portfolio stability, which are likely to enhance investor sentiment as the year 2026 approaches. The potential lease-up of a significant asset and an anticipated recovery in earnings highlight the company’s capability to reclaim value and navigate through challenges in the commercial real estate market. Furthermore, the ongoing demand for transitional capital coupled with a favorable regulatory environment supports a positive long-term outlook for KREF, bolstered by the expertise of its seasoned management team and the backing of KKR & Co.
Bears say
KKR Real Estate Finance Trust Inc. is projected to experience a significant net portfolio contraction of $443 million in 2025, with modest growth of $200 million anticipated in 2026, suggesting instability in its asset base. The company's forecasts indicate a decrease in both deck for shareholder earnings and book value per share, with expectations of a decline to $13.69 in 2025 and $13.22 in 2026, primarily driven by reduced net interest income and ongoing challenges in the commercial real estate credit market. Additionally, risks such as prolonged non-performing loan resolutions, diminished loan origination, and potential dividend cuts further undermine the company's financial outlook, highlighting substantial headwinds ahead.
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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