KREF vs. SPG
Compare and contrast key facts about KKR Real Estate Finance Trust Inc. (KREF) and Simon Property Group, Inc. (SPG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KREF or SPG.
Correlation
The correlation between KREF and SPG is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KREF vs. SPG - Performance Comparison
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Key characteristics
KREF:
0.20
SPG:
0.61
KREF:
0.61
SPG:
0.93
KREF:
1.08
SPG:
1.13
KREF:
0.16
SPG:
0.66
KREF:
0.63
SPG:
2.29
KREF:
11.82%
SPG:
7.01%
KREF:
32.32%
SPG:
27.47%
KREF:
-55.29%
SPG:
-77.00%
KREF:
-38.88%
SPG:
-10.97%
Fundamentals
KREF:
$646.87M
SPG:
$61.48B
KREF:
$0.17
SPG:
$6.29
KREF:
56.12
SPG:
25.92
KREF:
5.13
SPG:
4.67
KREF:
6.64
SPG:
10.26
KREF:
0.49
SPG:
20.51
KREF:
$258.17M
SPG:
$5.99B
KREF:
$238.25M
SPG:
$4.96B
KREF:
$234.58M
SPG:
$4.63B
Returns By Period
In the year-to-date period, KREF achieves a -3.54% return, which is significantly lower than SPG's -2.93% return.
KREF
-3.54%
4.85%
-11.29%
6.49%
3.26%
N/A
SPG
-2.93%
11.53%
-6.19%
16.71%
33.77%
3.89%
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Risk-Adjusted Performance
KREF vs. SPG — Risk-Adjusted Performance Rank
KREF
SPG
KREF vs. SPG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR Real Estate Finance Trust Inc. (KREF) and Simon Property Group, Inc. (SPG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
KREF vs. SPG - Dividend Comparison
KREF's dividend yield for the trailing twelve months is around 10.50%, more than SPG's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KREF KKR Real Estate Finance Trust Inc. | 10.50% | 9.90% | 13.00% | 12.32% | 9.53% | 9.60% | 8.42% | 8.83% | 4.95% | 0.00% | 0.00% | 0.00% |
SPG Simon Property Group, Inc. | 5.00% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
Drawdowns
KREF vs. SPG - Drawdown Comparison
The maximum KREF drawdown since its inception was -55.29%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for KREF and SPG. For additional features, visit the drawdowns tool.
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Volatility
KREF vs. SPG - Volatility Comparison
The current volatility for KKR Real Estate Finance Trust Inc. (KREF) is 8.46%, while Simon Property Group, Inc. (SPG) has a volatility of 9.73%. This indicates that KREF experiences smaller price fluctuations and is considered to be less risky than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
KREF vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between KKR Real Estate Finance Trust Inc. and Simon Property Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KREF vs. SPG - Profitability Comparison
KREF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, KKR Real Estate Finance Trust Inc. reported a gross profit of 29.62M and revenue of 31.34M. Therefore, the gross margin over that period was 94.5%.
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a gross profit of 1.20B and revenue of 1.47B. Therefore, the gross margin over that period was 81.4%.
KREF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, KKR Real Estate Finance Trust Inc. reported an operating income of -9.62M and revenue of 31.34M, resulting in an operating margin of -30.7%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported an operating income of 727.62M and revenue of 1.47B, resulting in an operating margin of 49.4%.
KREF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, KKR Real Estate Finance Trust Inc. reported a net income of -4.86M and revenue of 31.34M, resulting in a net margin of -15.5%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a net income of 414.53M and revenue of 1.47B, resulting in a net margin of 28.1%.