BrightSpire Capital Q3 Earnings Call Highlights

BrightSpire Capital NYSE: BRSP reported third-quarter 2026 GAAP net income attributable to common stockholders of $46.9 million, or $0.37 per share, while adjusted distributable earnings totaled $17.8 million, or $0.14 per share. Distributable earnings, including specific reserves, were $10.3 million, or $0.08 per share.

MarketBeat • 18 hours ago

BrightSpire Capital, Inc. (BRSP) Q3 2026 Earnings Call Transcript

BrightSpire Capital, Inc. ( BRSP ) Q3 2026 Earnings Call October 28, 2026 10:00 AM EDT Company Participants David Palamé - Executive VP, General Counsel & Secretary Michael Mazzei - CEO & Director Andrew Witt - President & COO Frank Saracino - Executive VP, CFO & Treasurer Daniel Katz - MD & Head of Originations for Investment Management Matthew Heslin - MD, Chief Credit Officer & Head of Debt Capital Markets Conference Call Participants Gabriel Poggi - Raymond James & Associates, Inc., Research Division William Catherwood - BTIG, LLC, Research Division Timothy D'Agostino - B. Riley Securities, Inc., Research Division Christopher Muller - Citizens JMP Securities, LLC, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Gaurav Mehta - Alliance Global Partners, Research Division Presentation Operator Good day, and welcome to the BrightSpire Capital, Inc. Third Quarter 2026 Earnings Conference Call.

Seeking Alpha • Oct 28, 2026

BrightSpire Capital, Inc. Announces Third Quarter 2026 Financial Results

NEW YORK--(BUSINESS WIRE)--BrightSpire Capital, Inc. (NYSE: BRSP) (“BrightSpire Capital” or the “Company”) today announced its financial results for the third quarter 2026 and certain updates. The Company reported third quarter 2026 GAAP net income attributable to common stockholders of $46.9 million, or $0.37 per share, Distributable Earnings of $10.3 million, or $0.08 per share, and Adjusted Distributable Earnings of $17.8 million, or $0.14 per share. The Company reported GAAP net book value.

Business Wire • Oct 27, 2026

BrightSpire (BRSP) Misses Q3 Earnings Estimates

BrightSpire (BRSP) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.16 per share a year ago.

Zacks Investment Research • Oct 27, 2026

How Higher Rates Create Real Estate Bargains

A steepening yield curve expands agency mortgage net interest spreads without squeezing dividend cash flow. Equity REIT dividend yields have reset to March 2020 levels despite stable tenant operating fundamentals. Commercial mortgage REITs capture higher interest revenue from floating-rate loans as policy rates edge higher.

Seeking Alpha • Oct 18, 2026

BrightSpire Capital: Even CCC-Rated Bonds Have Outperformed It By 56%

Recent sector-wide mortgage REIT selloff, driven by rising long-term interest rates, has pushed BrightSpire Capital to oversold levels. BRSP trades about 26% below its 200-day moving average, signaling a higher probability of a short-term bounce. Short-term technicals now favor a potential rebound, despite persistent company-specific challenges.

Seeking Alpha • Oct 13, 2026

BrightSpire Capital, Inc. Announces Third Quarter 2026 Earnings Release and Conference Call Dates

NEW YORK--(BUSINESS WIRE)--BrightSpire Capital, Inc. (NYSE: BRSP) (“BrightSpire Capital” or the “Company”) today announced it will release third quarter 2026 financial results on Tuesday, October 27, 2026, after the market closes. The Company will conduct a conference call to discuss the results on Wednesday, October 28, 2026, at 10:00 a.m. ET / 7:00 a.m. PT.To participate in the event by telephone, please dial (833) 821-4389 ten minutes prior to the start time (to allow time for registration).

Business Wire • Oct 1, 2026

BrightSpire Capital Announces Pricing of $960 Million BRSP 2026-FL4 Commercial Real Estate CLO and the Redemption of BRSP 2024-FL2

NEW YORK--(BUSINESS WIRE)--BrightSpire Capital, Inc. (NYSE: BRSP) (“BrightSpire Capital” or the “Company”) announced that the Company priced BRSP 2026-FL4, a $960 million managed Commercial Real Estate Collateralized Loan Obligation (the “2026-FL4 CLO”) on September 18, 2026. The Company expects approximately $844.8 million of investment grade securities to be placed with institutional investors, providing the Company with term financing on a non-mark-to-market, non-recourse basis. The transact.

Business Wire • Sep 21, 2026

BrightSpire Capital Announces $0.16 Per Share Dividend for Third Quarter 2026

NEW YORK--(BUSINESS WIRE)--BrightSpire Capital, Inc. (NYSE: BRSP) (“BrightSpire Capital” or the “Company”) today announced that the Company's Board of Directors has declared a dividend of $0.16 per share of Class A common stock for the quarter ending September 30, 2026. The dividend is payable on October 14, 2026 to stockholders of record as of September 30, 2026. About BrightSpire Capital, Inc. BrightSpire Capital, Inc. (NYSE: BRSP) is internally managed and one of the largest publicly traded.

Business Wire • Sep 14, 2026

Dirt Cheap Income Opportunity, Generational Upside Potential, Yield +13%

Commercial borrowers faced intense debt-service pressure when floating rates surged against fixed cap rates; with rates now plateaued, the pace of new default formation has materially slowed. Non-recourse commercial mortgages grant lenders clear, established paths to take over physical collateral without destructive bankruptcy delays; mREITs have the flexibility to operate and lease foreclosed properties rather than fire-selling. The liquidation of Apollo Commercial's loan portfolio at 99.7% of book value conclusively demonstrated that secondary market +40% discounts vastly overestimate realized credit impairments.

Seeking Alpha • Sep 14, 2026