Verified call record已核验电话会记录 ·

BRSP · BRIGHTSPIRE CAPI Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究BRSP
12 exact excerpts 条原文摘录 20 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performance
3
“The company reported second quarter GAAP net loss attributable to common stockholders of $18.3 million, or $0.15 per share, distributable earnings of $15.8 million, or $0.12 per share, and adjusted distributable earnings of $16.8 million, or $0.13 per share.”
David Palaméclaim_b91a858e4e02f66e27a93560fab2a2e2
Exact numeric spans精确数值片段18.3 million0.1515.8 million0.1216.8 million0.13
demand
5
“We took advantage of what we viewed as a compelling market opportunity, evidenced by extreme high daily trading volumes in our stock during this window.”
Mike Mazzei · CEOclaim_840be2f4474fa0474971f8dae86e6218
capital_allocationmanagement_commitments
5
“We will continue to look at buybacks as the circumstances present themselves.”
Mike Mazzei · CEOclaim_8d3ce6fda5c9d12d190b7442c0c00809
capital_allocationrisks
5
“This sale removes refinancing risk associated with the 2028 debt maturity.”
Mike Mazzei · CEOclaim_ec52b8fccd4d8820cc1d42d8ec049d0c
Exact numeric spans精确数值片段2028
demand
10
“We continue to see ample deal flow with our year-to-date pipeline volume trending well ahead of 2025.”
Andy Witt · CFOclaim_56bf9ab6d6caccfbb9941091e02a5af3
performance
17
“Our general CECL provision increased to $100 million, or 327 basis points on total loan commitments, compared to $87 million, or 306 basis points reported in the first quarter.”
Frank Saracino · CFOclaim_59841f05af81e1ceb0787da0cb9fa561
Exact numeric spans精确数值片段100 million32787 million306
guidancecapital_allocationq_and_a
27
“At the $3.5 billion, we thought, I guess indirectly I'm giving you forward guidance, but we thought by $3.5 billion we would be covering the dividend.”
Mike Mazzei · CEOclaim_ca30450bd21efa53d4af1c90661dbd96
Exact numeric spans精确数值片段3.5 billion3.5 billion
capital_allocationq_and_a
28
“I think that as you get into Q2, Q3 2027, that's where we probably see more positive dividend coverage as we get to beyond three and a half, and we redeploy the capital from Albertsons at what could be about 150 basis points higher ROE than we're getting today.”
Mike Mazzei · CEOclaim_d8528a3b475310af8f63208dfa896af5
Exact numeric spans精确数值片段2027150
performancedemandq_and_a
34
“We think a lot of that product that was done in 2021/2022 is refueling the pipeline for transaction sales, all at a reset basis.”
Mike Mazzei · CEOclaim_6c642b33003cf364431f2b92fd6e9e66
Exact numeric spans精确数值片段20212022
risksq_and_a
42
“I think it would probably take another 25 basis points up from here, where the 10-year gets closer to 5%, where you see the market have a big impact.”
Mike Mazzei · CEOclaim_0aa0115c42b73e9b36127a927d926fc4
Exact numeric spans精确数值片段25105%
guidanceperformancerisksq_and_a
63
“Following up on property NOI, what's the impact of the expected REO sales and triple-net sales on the run rate NOI going forward?”
Gaurav Mehtaclaim_a88a820c752343fcbc8bc7add52d6bd5
guidancecapital_allocationq_and_a
65
“Should we expect more share repurchases going forward?”
Gaurav Mehtaclaim_a61736094f7d30006e5326a652899b22
Inspect the source receipts检查来源回执32 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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