Blackstone: Growth, Fee Resilience, And Market Position
Alternatives growth is attracting traditional managers, but Blackstone's experience and brand protects its leadership and market share. Slowing growth and Fed cuts impact segments; credit, real estate, infrastructure should remain resilient amid macro and tariff challenges. Despite industry fee pressures, Blackstone's base fees growth of 10% YoY in Q1 2025, shows strong demand for alternatives investments and fee retention capabilities.
Group that blocked New Mexico utility merger eyes data centers in Blackstone deal
Blackstone Infrastructure's plans for data centers in New Mexico will be a deciding factor in whether stakeholders challenge the private equity group's $11.5-billion proposed acquisition of electric company TXNM Energy , the group that blocked TXNM's previous merger plan told Reuters this week.
Blackstone Secured Lending: Diamond In The Rough
Blackstone Secured Lending is a strong buy due to its low non-accrual percentage and robust portfolio/NII growth. The BDC's net investment income grew 14% year-over-year, easily covering the $0.77 per-share dividend with a solid coverage ratio of 1.08X. Despite trading at a 17% premium to NAV, BXSL's near-zero non-accruals and top notch balance sheet quality justify the valuation.
Blackstone Infrastructure to Buy TXNM Energy for $5.7 Billion
Asset manager Blackstone is expanding its flourishing infrastructure business with a deal to buy energy holding company TXNM Energy for nearly $5.7 billion in cash.
Blackstone Secured Lending: Near Double-Digit Yield Likely Secure, But Wait For Now
I maintain a hold rating on Blackstone Secured Lending Fund due to economic uncertainties and potential lower base rates impacting dividend coverage and share price. Despite strong fundamentals, BXSL's net investment income and yield have declined, and investment commitments and fundings have dropped below $1 billion. BXSL's robust liquidity, investment-grade balance sheet, and high first-lien exposure support maintaining the current $0.77 dividend in the near to medium-term.
Blackstone Stock Falls 14% YTD: Buying Opportunity or Warning Sign?
BX shares fall 14% in 2025. Is it a bargain buy or a risky investment?
Blackstone Secured Lending: My Favorite BDC Right Now
Blackstone Secured Lending Fund is a top BDC for passive income, offering high credit quality, stable NAV, and strong net investment income growth. BXSL's portfolio is 98% First Lien debt, with a low non-accrual ratio of 0.1%, the lowest in its peer group. The BDC has a safe dividend with a 93% payout ratio, supported by robust interest income and consistent new investment fundings.
Blackstone Mortgage Trust: Alive And Well, 10% Yield
Blackstone Mortgage Trust, a real estate finance company, originates senior loans collateralized by commercial properties, attracting retail investors seeking yield. We previously reviewed the fund after its Q2 results last year and provided projections. With Q1 2025 results now available, we assess the company's performance against our pro forma.
Blackstone Mortgage Trust: Various Dislocations Might Materialize In Late 2025
Blackstone Mortgage Trust: Various Dislocations Might Materialize In Late 2025
Blackstone: Let's Go REIT Shopping
Blackstone's scale and diverse investment strategies, including significant REIT acquisitions, provide a strong economic moat and position the company for dynamic growth. The company's robust cost of capital, with $180 billion in dry powder, allows it to capitalize on market dislocations and generate excess returns. Strong management and disciplined risk practices have enabled Blackstone to deliver consistent growth, making it an attractive investment, despite current market volatility.
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery.
Blackstone: Why I Am Moving Back To Buy (Rating Upgrade)
Blackstone's strong 1Q25 results, with $1.4 billion in distributable earnings and a 10% YoY increase in asset inflows, justify a moderate 'Buy' rating. Lower interest rates and a favorable private equity market outlook could spur deal-making and profit growth for Blackstone in 2025. The stock's valuation has become more attractive, now trading below 20x 2026 earnings, with a 3.3% yield and potential for dividend growth.
