When More Is Less: A Systematic Analysis of Spatial and Commonsense Information for Visual Spatial Reasoning

Multimodal Reasoning Models (MRMs) leveraging Chain-of-Thought (CoT) based thinking have revolutionized mathematical and logical problem-solving. However, we show that this paradigm struggles with generalized spatial intelligence. We perform a comprehensive evaluation of seventeen models across thirteen spatial benchmarks and identify a critical gap: CoT prompting consistently degrades performance in visual spatial reasoning. Furthermore, through a novel No-Image++ ablation, we demonstrate that MRMs and CoT prompted MLMs suffer from severe shortcut learning, and hallucinate visual details from textual priors even when the image is absent. These findings challenge the efficacy of text-only CoT for spatial tasks and underscore the need for vision-centric reasoning paradigms.

Spatial VLMs have made substantial progress in geometric perception, yet complex spatial reasoning requiring multi-step inference over depth, distance, and scene relations remains challenging. Moreover, different spatial queries call for fundamentally different strategies: some are best addressed through purely linguistic, step-by-step deduction, while others require explicit 3D grounding before quantitative inference. We present Dual-Path Spatial Reasoning via Reinforcement Learning for Spatial VLMs (SR-REAL), a unified framework that equips a spatial VLM with two complementary reasoning paths: Language-Only Reasoning (LOR), which performs step-by-step linguistic deduction, and Detect-Then-Reason (DTR), which detects 3D geometric cues (e.g., centers or bounding boxes) via region tokens before explicit geometric inference. SR-REAL begins with a cold-start supervised fine-tuning stage that constructs LOR and DTR chain-of-thought supervision and exposes a region-to-3D interface, followed by RL that optimizes the policy model with accuracy and format rewards; for DTR, a discrete center-based detection reward further refines geometric alignment. Across diverse spatial benchmarks, SR-REAL significantly outperforms spatial VLM baselines: (i) a single RL-trained model supports both reasoning paths, with DTR excelling in region-aware tasks through precise 3D localization and LOR enhancing general spatial reasoning; (ii) jointly training both paths fosters mutual reinforcement; (iii) high-quality, blended cold-start data is crucial for stable RL optimization; and (iv) the model generalizes across datasets and domains without per-task tuning, demonstrating positive transfer between LOR and DTR.

Vision-language models (VLMs) have advanced rapidly, yet they still struggle with basic spatial reasoning. Despite strong performance on general benchmarks, modern VLMs remain brittle at understanding 2D spatial relationships such as relative position, layout, and counting. We argue that this failure is not merely a data problem, but is closely tied to dominant design choices in current VLM pipelines: reliance on CLIP-style image encoders and the flattening of images into 1D token sequences with 1D positional encoding. We present a controlled diagnostic study within the LLaVA framework to isolate how these choices affect spatial grounding. We evaluate frontier models and LLaVA variants on a suite of spatial benchmarks, comparing CLIP-based encoders against alternatives trained with denser or generative objectives, as well as variants augmented with 2D positional encoding. Our results show consistent spatial performance gaps across models, and indicate that encoder objectives and positional structure shape spatial behavior, but do not fully resolve it.