JBGS compared with KREF: revenue, margins and what each company keeps, and the suppliers and customers both name

JBGSJBG SMITH Properties

Mkt capRevenueRevenue

KREFKKR Real Estate Finance Trust Inc.

Mkt capRevenueRevenue

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JBGSJBG SMITH Properties

KREFKKR Real Estate Finance Trust Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only JBGS 5

—GSAunlistedcustomer

—U.S. federal governmentunlistedcustomer

AMZNAmazoncustomer

—JBG Legacy Fundsunlistedsupplier

1 more · JBGS chain ›

Shared 0

No disclosed counterparties: KREF.

Only KREF 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

JBGSJBG SMITH Properties

11.86· pre 11.87· delayed

Mkt cap$886.5MRevenue$98MQ2 FY26Revenue$323MFY25

KREFKKR Real Estate Finance Trust Inc.

5.33· pre 5.37· delayed

Pre-marketOct 30 '26delayed

Mkt cap$303.2MRevenue$16MQ3 FY26Revenue$118MFY25

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Pre-marketOct 30 '26delayed

JBGSJBG SMITH Properties

KREFKKR Real Estate Finance Trust Inc.

11.86pre 11.87delayed

Price

5.33pre 5.37delayed

$886.5M

Mkt cap

$303.2M

Q2 FY26$98M

Revenue

$16MQ3 FY26

FY25$323M

Revenue

$118MFY25

JBGS11.86vsKREF5.33Pre-marketOct 30 '26delayed