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BrightSpire Capital, Inc.

BRSPReal EstateNASDAQ

REIT - Mortgage

PriceMA150MA200
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Financials · Annual
Revenue
$322.5M
-7.1% YoY
Net Income
-$31.1M
+76.4% YoY
EBITDA
-$226,000
+99.7% YoY
Free Cash Flow
-$276.8M

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About BrightSpire Capital, Inc.

BrightSpire Capital, Inc. operates as a commercial real estate (CRE) credit real estate investment trust in the United States and Norway. With a market capitalization of $751.7M, it sits in small-cap territory. It operates through Senior and Mezzanine Loans and Preferred Equity; Net Leased and Other Real Estate; and Corporate and Other segments.

Key stats
Market Cap$751.7M
Fwd P/E8.24
EPS$-0.27
Beta1.37
52W Change+14.5%
Dividend Yield11.09%
ROE-4.1%
Analysis

On the balance sheet, BRSP has $96.6M in cash with $2.61B in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company is burning cash, with free cash flow at -$276.8M. This typically occurs when a company is investing aggressively in growth, but sustained cash burn can strain the balance sheet. ROE of -4.1% points to negative capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.7% is on the lower side, which is common in asset-heavy industries. Revenue has pulled back from $358.5M (2022) to $322.5M (2025), a 10% decline worth watching.

Debt significantly exceeds cash reserves, which means the company's financial flexibility could be constrained during economic downturns. The company is burning cash at the operating level, which is not unusual for growth-phase companies but adds risk if it persists. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence BrightSpire Capital, Inc.'s trajectory.

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