KREF (KKR Real Estate Finance Trust) Tariff Resilience Score: 9/10 (As of Jun. 25, 2026)


KREF KKR Real Estate Finance Trust Inc KREF
46 GF Score
Price $7.03
GF Value $7.16
Valuation Fairly Valued
! 3 Warning Signs
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What is KKR Real Estate Finance Trust Tariff Resilience Score?

KKR Real Estate Finance Trust KREF -0.14% 46 Tariff Resilience Score is 9 as of Jun. 25, 2026. GuruFocus rates KREF with a GF Score™ of 46/100 and a GF Value™ of $7.16 (Fairly Valued). The stock has 3 warning signs investors should review. Among 987 REITs companies, KKR Real Estate Finance Trust ranks better than 99.7% on this metric.

KKR Real Estate Finance Trust has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

KKR Real Estate Finance Trust has Focuses on real estate finance with limited direct exposure to tariffs. Its business model is not reliant on international trade, making it highly resilient to tariff changes.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes KKR Real Estate Finance Trust might have Highly Resilient.

KKR Real Estate Finance Trust  (NYSE:KREF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

KKR Real Estate Finance Trust Tariff Resilience Score Related Terms

KREF vs CMTG, NREF, RC: Tariff Resilience Score Comparison

For the REIT - Mortgage subindustry, KKR Real Estate Finance Trust's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

KKR Real Estate Finance Trust Tariff Resilience Score vs REITs Industry

For the REITs industry and Real Estate sector, KKR Real Estate Finance Trust's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where KKR Real Estate Finance Trust's Tariff Resilience Score falls into.


KREF
46GF Score
KKR Real Estate Finance Trust Inc KREF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
KKR Real Estate Finance Trust (KREF) has a Tariff Resilience Score of 9 as of Jun. 25, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, KKR Real Estate Finance Trust ranks #3 out of 987 companies in the REITs industry, placing it in the top 0.3%.
Is KKR Real Estate Finance Trust's Tariff Resilience Score too high?
KKR Real Estate Finance Trust's current Tariff Resilience Score is 9. Based on the distribution chart, KKR Real Estate Finance Trust ranks #3 out of 987 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, KKR Real Estate Finance Trust has a GF Score™ of 46/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does KKR Real Estate Finance Trust's Tariff Resilience Score compare to CMTG and NREF?
According to the REITs industry distribution chart, KKR Real Estate Finance Trust ranks #3 out of 987 companies for Tariff Resilience Score. This places KKR Real Estate Finance Trust in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a REITs company?
A good Tariff Resilience Score depends on the REITs industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. KKR Real Estate Finance Trust's current Tariff Resilience Score is 9. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is KKR Real Estate Finance Trust stock overvalued right now?
Based on GuruFocus' analysis, KKR Real Estate Finance Trust (KREF) is currently considered Fairly Valued. The stock's GF Value™ is $7.16, compared to a current price of $7.03 — trading 1.8% below its estimated fair value. The current Tariff Resilience Score is 9. KKR Real Estate Finance Trust's overall GF Score™ is 46/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For KKR Real Estate Finance Trust (KREF), the current Tariff Resilience Score is 9 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is KKR Real Estate Finance Trust (KREF) Overvalued in 2026?

Based on GuruFocus' analysis, KKR Real Estate Finance Trust stock appears to be undervalued. The current stock price of $7.03 is trading 1.8% below its estimated GF Value™ of $7.16. GuruFocus considers KKR Real Estate Finance Trust to be Fairly Valued.

Key valuation signals for KREF:

  • Tariff Resilience Score: 9
  • GF Value™: $7.16 vs. price of $7.03 (1.8% below fair value)
  • GF Score™: 46/100 with 3 warning signs

No single metric tells the full story. See the KREF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

KKR Real Estate Finance Trust Business Description

Industry Real EstateREITs
Other Exchanges KREFpA.PFD:USA8KR:Germany
Address 30 Hudson Yards, Suite 7500, New York, NY, USA, 10001
KKR Real Estate Finance Trust Inc is a real estate finance company that focuses on originating and acquiring senior mortgage loans secured by CRE assets. The investment is to originate or acquire senior mortgage loans collateralized by institutional-quality CRE assets that are owned and operated by experienced and well-capitalized sponsors and located in liquid markets with underlying fundamentals. KKR manages investments across multiple asset classes, including private equity, real estates, energy, infrastructure, credit, and hedge funds. The company's investment objective is capital preservation and generating attractive risk-adjusted returns for its stockholders over the long term, through dividends.
46GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.03
Price
$7.16
GF Value