KREFKKR Real Estate Finance Trust Inc.
Real Estate Investment Trusts
- Revenue
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- Operating margin
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- EBITDA
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- Market cap
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- Employees
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- Net debt / EBITDA
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- $6.3B net debt
- AI in 10-K
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Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowFired153% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Net income | $137M | $38M | −$31M | $36M | −$47M | 232% |
| Operating cash flow | $125M | $141M | $156M | $133M | $72M | 45% |
| Stock-based comp | $7M | $8M | $8M | $8M | $8M | 4.0% |
| Buybacks | $0 | $36M | $0 | $10M | $43M | 333% |
| Dividends | $96M | $115M | $119M | $82M | $67M | 18% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.