KKR Real Estate Finance Trust Provision for credit losses, net increased by 68.3% to $73.54M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 195.8%, from $24.86M to $73.54M. Over 4 years (FY 2021 to FY 2025), Provision for credit losses, net shows an upward trend with a 132.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A large provision signals deteriorating credit quality, while a reversal signals improved outlook or realized recoveries.
This represents the provision or reversal of reserves set aside to cover expected credit losses on the loan portfolio. I...
Critical for all lending institutions; peers use this to signal portfolio health and adherence to credit loss accounting standards.
operating_credit_loss_expense_reversal| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$559.00K | $1.17M | -$3.08M | -$1.22M | $11.80M | $80.60M | $21.19M | $60.47M | $56.34M | $8.81M | $49.50M | $33.27M | $4.55M | $38.20M | $4.59M | $24.86M | $49.85M | $975.00K | $43.69M | $73.54M |
| QoQ Change | — | +308.4% | -364.1% | +60.4% | >999% | +583.2% | -73.7% | +185.4% | -6.8% | -84.4% | +461.6% | -32.8% | -86.3% | +740.5% | -88.0% | +441.2% | +100.5% | -98.0% | >999% | +68.3% |
| YoY Change | — | — | — | — | >999% | >999% | +788.6% | >999% | +377.5% | -89.1% | +133.6% | -45.0% | -91.9% | +333.4% | -90.7% | -25.3% | +996.8% | -97.4% | +850.9% | +195.8% |