MetaCap

BrightSpire Capital (BRSP) vs KKR Real Estate Finance (KREF)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

BrightSpire Capital (BRSP) has outperformed KKR Real Estate Finance (KREF) over the past year, losing 25.7% versus a loss of 27.8%. Over five years, BRSP leads with a -61.7% price change compared with -71.7% for KREF. BrightSpire Capital is the larger company by market cap ($478.3 million vs $364.9 million), about 1.3 times the size.

On valuation, BrightSpire Capital trades at a lower forward P/E (5.9x vs 178.0x for KKR Real Estate Finance). BrightSpire Capital offers the higher dividend yield (16.93% vs 13.64%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

BRSP-25.74%KREF-27.81%
+23%-6%-34%
Oct 7, 20251 yearOct 7, 2026
BRSP-61.66%KREF-71.28%
+8%-34%-76%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

BRSP versus KREF key metrics
MetricBRSPKREF
Share price$3.78$6.23
Market cap$478.26M$364.94M
1-day change-0.26%-0.48%
YTD return-32.50%-24.21%
1-year return-25.74%-27.81%
5-year return-61.70%-71.68%
Forward P/E5.88178.00
EPS (TTM)$-0.24$-3.24
Dividend yield16.93%13.64%
Annual dividend$0.64$0.85
52-week high$6.17$9.11
52-week low$3.73$5.25
Distance from 52-week high-38.69%-31.58%
Analyst consensusbuybuy
Avg. price target upside+57.94%+24.40%
Average volume1.48M937.30K
Shares outstanding126.52M58.58M
Employees46—
SectorReal EstateReal Estate
IndustryREIT - MortgageREIT - Mortgage

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • BrightSpire Capital offers a meaningfully higher dividend yield (16.93% vs 13.64%).

About BrightSpire Capital

BRSP stock →

BrightSpire Capital, Inc. operates as a commercial real estate (CRE) credit real estate investment trust in the United States and Norway.

Real Estate · REIT - Mortgage · 46 employees

About KKR Real Estate Finance

KREF stock →

KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans.

Real Estate · REIT - Mortgage

BRSP vs KREF FAQ

Which is bigger, BrightSpire Capital or KKR Real Estate Finance?

BrightSpire Capital (BRSP) is larger, with a market capitalization of $478.26M compared with $364.94M for KKR Real Estate Finance (KREF).

Which stock has performed better over the past year, BRSP or KREF?

BRSP returned -25.74% over the past 12 months, compared with -27.81% for KREF (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, BrightSpire Capital or KKR Real Estate Finance?

BrightSpire Capital has the higher yield at 16.93%, compared with 13.64% for KKR Real Estate Finance.

Are BrightSpire Capital and KKR Real Estate Finance in the same industry?

Yes. Both are classified in the REIT - Mortgage industry within the Real Estate sector.

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