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BrightSpire Capital (BRSP) investor relations material
BrightSpire Capital Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Reported GAAP net loss of $23.1M ($0.19/share) for Q2 2025; adjusted distributable earnings of $22.9M ($0.18/share), covering the dividend.
Declared and paid a $0.16/share dividend, representing a 13.0% annualized yield.
Undepreciated book value per share remained flat at $8.75; GAAP book value per share was $7.65.
Liquidity stood at $325M, including $106M in unrestricted cash and $165M available on the credit facility.
Repurchased up to 0.8M shares for $4.0M at an average price of $5.19/share.
Financial highlights
Net interest income for Q2 2025 was $16.7M, up 5.4% sequentially; property operating income rose 32.8% to $35.7M, mainly due to a hotel foreclosure acquisition.
Total expenses increased 137% sequentially to $97.5M, driven by $51.1M in impairment charges and higher property operating expenses.
Adjusted distributable earnings: $22.9M ($0.18/share), up from $0.16/share in Q1, driven by loan originations and hotel income.
Total at-share assets of $3.5B; portfolio consisted of 98 investments totaling $3.2B in carrying value.
Debt-to-equity ratio at 2.0x; debt-to-asset ratio: 63%; blended all-in cost of financing at 6.10%.
Outlook and guidance
Sufficient liquidity to meet material cash commitments for the next 12 months and support new loan originations.
Watch list loans reduced to 5 ($202M, 9% of portfolio), down from 7 ($396M) in Q1 2025; no risk rank 5 loans remain post-quarter.
Expect loan origination conditions to improve in H2 2025, with $114M in new loans closed or in execution.
Portfolio has potential to grow to $3.5B over time, contingent on REO dispositions and capital redeployment.
Management expects continued market volatility due to high interest rates, inflation, and office sector uncertainty.
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Next BrightSpire Capital earnings date
Q3 202529 Oct, 2025
Next BrightSpire Capital earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
BrightSpire Capital Inc. is a commercial real estate finance company that focuses on originating, acquiring, and managing a diversified portfolio of real estate-related investments. The company’s portfolio includes senior and mezzanine loans, preferred equity, and commercial mortgage-backed securities (CMBS). BrightSpire serves clients across various property types, including office, industrial, multifamily, and hospitality. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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