BrightSpire Capital Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-0.5%projected annual EPS growth
Analyst Coverage
8analysts covering
FY EPS (est.)
$0.60next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Loan Book Size Quarterly2.7BTarget: 3000000000 by mid-year 2026 and 3500000000 by year-end 2026
Watchlist Loan Exposure Quarterly134M
REO Assets Carrying Value Quarterly336M
Adjusted Distributable Earnings per Share Quarterly0.1Target: Full dividend coverage of $0.16 per share by year-end 2026
Watch Items
- Office Sector ExposureTrigger: Exceeding 20% of total loan portfolioAction: Monitor ongoing office loan payoffs and resolutions to continue de-risking the portfolio.
- CECL Reserves StabilityTrigger: Significant increase above current $87 million (306 bps of commitments)Action: Review credit quality of underlying borrowers and adjust loan loss provisions accordingly.
- Liquidity PositionTrigger: Dropping below $150 millionAction: Evaluate capital allocation, pace of new loan originations, and potential execution of a fifth CRE CLO in H2 2026.
Research as of 19 Jun 2026