Franklin BSP Realty Trust, Inc. (FBRT) Stock

Franklin BSP Realty Trust, Inc. (FBRT) is a Real Estate stock trading at $8.39 (as of 2026-08-21), with a market capitalization of $697.17M and a trailing P/E of 12.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Franklin BSP Realty Trust, Inc. originates, acquires, and manages a portfolio of U.S. commercial real estate debt, and also originates conduit loans. The company invests in commercial real estate securities and in real estate acquired through foreclosure or deed in lieu of foreclosure, and it holds various types of debt investments including first mortgage, mezzanine, and bridge loans, qualifying as a real estate investment trust.

Understand Franklin BSP Realty Trust, Inc.: how it makes money

Franklin BSP Realty Trust finances commercial real estate debt (originates and manages loans, originates conduit loans, invests in commercial real estate securities, and holds real estate acquired through foreclosure). It makes money through its commercial real estate lending and investing activities, including servicing-related activity reflected in its mortgage servicing portfolio and loan commitments.

The profit model is structurally tied to scaling and earning on a mortgage servicing portfolio and generating new loan commitments, then supplementing results with income from real estate owned (from foreclosure or deed in lieu).

Revenue by segment (latest quarter)
Servicing port.$0.1B
Loan commits$0.0B
RE owned$0.0B
Servicing rev.$0.0B
Other$0.0B

Business quality (Solid): The provided segment and KPI figures use very large “mortgage servicing portfolio” amounts versus total quarterly revenue of about $0.1B, so the segment revenue candidates likely represent different underlying measures (for example balances versus revenue), making exact revenue attribution less clear from this dataset.

Valuation: At 17× earnings, FBRT trades 51% below the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Asset plus services flywheel: The company originates and manages commercial real estate debt while also reporting a mortgage servicing portfolio, which links ongoing servicing scale to the pipeline of new commitments.
  • Multiple sources of real estate exposure: Beyond loans, it also invests in commercial real estate securities and can hold real estate acquired through foreclosure or deed in lieu of foreclosure, giving more than one avenue for cash flows.

Bear case

  • Servicing revenue visibility: The dataset shows “Servicing Revenue, Net” at 0.0 for the latest period, which can indicate either limited servicing revenue, timing differences, or that other income lines dominate quarter to quarter.
  • Credit and collateral risk: Because the business holds and originates commercial real estate debt and can end up owning real estate acquired through foreclosure, unfavorable borrower performance or collateral values can hurt results.
  • Origination volume risk: New loan commitments are a key reported operating driver, so reduced origination activity can pressure earning opportunities tied to commitments.
Valuation — source: SEC EDGAR (first-party)
Price$8.39
Market Cap$697.17M
P/E Ratio12.3
Price / Book0.48
Price / Sales2.30
DCF Value (model)$52.21
DCF Upside vs Price521.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$270.07M
Net Margin30.5%
Revenue Growth (YoY)28.3%
EPS Growth (YoY)-20.7%
Valuation vs Sector & Industry
Stock P/E12.3
Sector P/E (Real Estate)27.2
Industry P/E (Trading)35.3
vs Sector-54.9%
vs Industry-65.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($111.40M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorReal Estate
IndustryTrading
CEOMichael Comparato
CountryUS
IPO Date2021-10-19

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FBRT earnings history · FBRT institutional & insider holders · FBRT KPIs & operating metrics · FBRT financials · FBRT investor presentations & press releases · FBRT SEC filings · FBRT peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.