
BrightSpire Capital (BRSP) Stock Forecast & Price Target
BrightSpire Capital (BRSP) Analyst Ratings
Bulls say
BrightSpire Capital Inc. is experiencing a significant increase in lending opportunities, bolstered by improving borrower optimism and favorable market conditions, which position the company for enhanced return on equity (ROE) potential. The company's second-quarter net originations surged by 81.6% quarter-over-quarter, driven by slower repayments, and this momentum is expected to continue into the second half of 2025 with an estimated net increase of $107 million. Additionally, by leveraging its financial resources strategically, BrightSpire Capital aims to further enhance its investment returns, contributing to a robust financial outlook.
Bears say
BrightSpire Capital's outlook remains negative due to a significant decline in its general CECL reserves, which fell by $19 million to $137 million as a result of loans converting to Real Estate Owned (REO), indicating potential issues in asset management. Furthermore, the existence of five loans on the watch list, although reduced from seven, still represents 9% of the loan portfolio and reflects lingering credit risk within its investments. Lastly, the anticipated higher financing costs compared to peers suggest that the company may struggle to deliver the expected returns to its shareholders, raising concerns about its overall financial performance.
This aggregate rating is based on analysts' research of BrightSpire Capital and is not a guaranteed prediction by Public.com or investment advice.
BrightSpire Capital (BRSP) Analyst Forecast & Price Prediction
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