Operating

Provision for credit losses, net

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.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryRisk
SignalLower is better
VolatilityVolatile
First reportedQ1 2020
Last reportedQ1 2026Apr 22, 2026

How to read this metric

A large provision signals deteriorating credit quality, while a reversal signals improved outlook or realized recoveries.

Detailed definition

This represents the provision or reversal of reserves set aside to cover expected credit losses on the loan portfolio. I...

Peer comparison

Critical for all lending institutions; peers use this to signal portfolio health and adherence to credit loss accounting standards.

Metric ID: operating_credit_loss_expense_reversal

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range-$3.08M$80.60M
CAGR+179.3%
Avg YoY Growth>999%
Median YoY Growth+264.6%
Current Streak2 quarters growth

Frequently Asked Questions

What is KKR Real Estate Finance Trust's provision for credit losses, net?
KKR Real Estate Finance Trust (KREF) reported provision for credit losses, net of $73.54M in Q1 2026.
How has KKR Real Estate Finance Trust's provision for credit losses, net changed year-over-year?
KKR Real Estate Finance Trust's provision for credit losses, net increased by 195.8% year-over-year, from $24.86M to $73.54M.
What is the long-term trend for KKR Real Estate Finance Trust's provision for credit losses, net?
Over 4 years (2021 to 2025), KKR Real Estate Finance Trust's provision for credit losses, net has grown at a 132.9% compound annual growth rate (CAGR), from -$4.06M to $119.37M.
What does provision for credit losses, net mean?
The non-cash expense or recovery related to estimated future loan losses.