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

KREFKKR Real Estate Finance Trust Inc.

Mkt capRevenueRevenue

JBGSJBG SMITH Properties

Mkt capRevenueRevenue

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KREFKKR Real Estate Finance Trust Inc.

JBGSJBG SMITH Properties

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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KREFKKR Real Estate Finance Trust Inc.

5.33▼−8.59%· post 5.37

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

JBGSJBG SMITH Properties

11.86▼−1.25%· post 11.87

ClosedOct 30 '26

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

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ClosedOct 30 '26

KREFKKR Real Estate Finance Trust Inc.

JBGSJBG SMITH Properties

5.33▼−8.59%post 5.37

Price

11.86▼−1.25%post 11.87

$303.2M

Mkt cap

$886.5M

Q3 FY26$16M

Revenue

$98MQ2 FY26

FY25$118M

Revenue

$323MFY25

KREF5.33▼−8.59%vsJBGS11.86▼−1.25%ClosedOct 30 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only KREF 0

None

Shared 0

No disclosed counterparties: KREF.

Only JBGS 5

—GSAunlistedcustomer

—U.S. federal governmentunlistedcustomer

AMZNAmazoncustomer

—JBG Legacy Fundsunlistedsupplier

1 more · JBGS chain ›

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