KKR Real Estate Finance Trust Outperforms AG Mortgage Investment Trust

Analysts see higher upside potential in KKR's stock compared to AG Mortgage Investment Trust

Apr. 6, 2026 at 2:08am

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A head-to-head comparison of two small-cap finance companies, AG Mortgage Investment Trust (NYSE:MITT) and KKR Real Estate Finance Trust (NYSE:KREF), reveals that KKR is the superior stock. KKR has a higher dividend yield, lower payout ratio, and better profitability metrics than AG Mortgage. Analysts also see more upside potential in KKR's stock price compared to AG Mortgage.

Why it matters

This analysis provides valuable insights for investors looking to allocate capital in the real estate finance sector. It highlights the relative strengths and weaknesses of these two companies, helping investors make more informed decisions about where to invest their money.

The details

KKR Real Estate Finance Trust pays an annual dividend of $1.00 per share and has a dividend yield of 16.1%, compared to AG Mortgage Investment Trust's annual dividend of $0.96 per share and 12.9% yield. KKR also has a lower payout ratio of -95.2% versus 109.1% for AG Mortgage, indicating it may have more sustainable earnings to cover its dividend. In terms of profitability, KKR outperforms AG Mortgage on net margins, return on equity, and return on assets. While AG Mortgage has higher revenue and earnings, KKR is trading at a lower price-to-earnings ratio, making it the more affordable of the two stocks. Analysts also see more upside potential in KKR, with a consensus price target suggesting a 52.86% potential gain compared to 24.45% for AG Mortgage.

  • The analysis is based on data as of April 6, 2026.

The players

AG Mortgage Investment Trust

A residential mortgage real estate investment trust that operates in the United States, investing in residential loans, mortgage-backed securities, and commercial real estate.

KKR Real Estate Finance Trust

A mortgage real estate investment trust that focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate assets.

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What’s next

Investors should closely monitor the ongoing performance and financial health of both KKR Real Estate Finance Trust and AG Mortgage Investment Trust to determine if the current analysis holds true over time.

The takeaway

This analysis highlights the relative strengths of KKR Real Estate Finance Trust over AG Mortgage Investment Trust, particularly in terms of its more attractive dividend, profitability, and upside potential as viewed by analysts. Investors seeking exposure to the real estate finance sector may want to give KKR a closer look.