SEVN vs TRTX vs BXMT vs KREF

For growth investors, TPG RE Finance Trust, Inc.

(TRTX) is the stronger pick with 123. 3% revenue growth year-over-year, versus -22. 7% for KKR Real Estate Finance Trust Inc. (KREF). Seven Hills Realty Trust (SEVN) offers the better valuation at 8. 4x trailing P/E (7. 9x forward), making it the more compelling value choice. Analysts rate Seven Hills Realty Trust (SEVN) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Seven Hills Realty Trust (SEVN) is the cheapest at 8.

4x versus Blackstone Mortgage Trust, Inc. at 29. 9x. On forward P/E, Seven Hills Realty Trust is actually cheaper at 7. 9x.

Over the past 5 years, Seven Hills Realty Trust (SEVN) delivered a total return of +18.

9%, compared to -35. 6% for KKR Real Estate Finance Trust Inc. (KREF). Over 10 years, the gap is even starker: BXMT returned +50. 5% versus KREF's -9. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Seven Hills Realty Trust (SEVN) is the lower-risk stock at 0.

60β versus KKR Real Estate Finance Trust Inc. 's 0. 87β — meaning KREF is approximately 45% more volatile than SEVN relative to the S&P 500. On balance sheet safety, Seven Hills Realty Trust (SEVN) carries a lower debt/equity ratio of 148% versus 5% for Blackstone Mortgage Trust, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), TPG RE Finance Trust, Inc.

(TRTX) is pulling ahead at 123. 3% versus -22. 7% for KKR Real Estate Finance Trust Inc. (KREF). On earnings-per-share growth, the picture is similar: Blackstone Mortgage Trust, Inc. grew EPS 154. 7% year-over-year, compared to -652. 6% for KKR Real Estate Finance Trust Inc.. Over a 3-year CAGR, BXMT leads at 4. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Seven Hills Realty Trust (SEVN) is the more profitable company, earning 26.

2% net margin versus -10. 3% for KKR Real Estate Finance Trust Inc. — meaning it keeps 26. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SEVN leads at 76. 3% versus 59. 3% for KREF. At the gross margin level — before operating expenses — KREF leads at 88. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Seven Hills Realty Trust (SEVN) trades at 7.

9x forward P/E versus 12. 0x for Blackstone Mortgage Trust, Inc. — 4. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SEVN: 54. 4% to $13. 00.

All stocks in this comparison pay dividends.

KKR Real Estate Finance Trust Inc. (KREF) offers the highest yield at 15. 2%, versus 9. 9% for Blackstone Mortgage Trust, Inc. (BXMT).

For long-horizon retirement investors, Seven Hills Realty Trust (SEVN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

60), 14. 7% yield). Both have compounded well over 10 years (SEVN: +3. 6%, KREF: -9. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: SEVN is a small-cap high-growth stock; TRTX is a small-cap high-growth stock; BXMT is a small-cap income-oriented stock; KREF is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.