CRE Analyst的动态

Yes, we have been saying Generational Opportunities for awhile now but, when BlackStone speaks, people listen! https://lnkd.in/gKRndTvV #RealEstateRevival #DebtExpertise #AssetManagementPro #DistressedRealEstate #InvestorValueMaximization #LoanRestructuring #StrategicInvesting #RealEstateTraining #DistressedPropertyInvestment #FinancialExpertise #CapitalCalls #RealEstateStrategist #ValueCreation #LoanDefaults #MultifamilyInvesting #FinancialLeadership #RealEstatePortfolioManagement #InvestmentWisdom #MarketValueInsights #RealEstateVisionary

#DoYouKnow? What percentage of total industry public capital raise came from Blackstone Real Estate Income Trust in the first quarter of 2024, and how does it compare to the first quarter of 2023? Share your guess below, then click through to see if you're right! #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

Blackstone published its April shareholder letter to holders of Blackstone Real Estate Investment Trust (BREIT). The letter notes that: * BREIT generated its second consecutive month of positive performance to start 2024, returning +0.6% in February, bringing year to date performance to +1.2% for Class I shares. * Repurchase requests continued to decline in March down 17% from last month, 85% lower than the January 2023 peak and, at $799M (1.4% of NAV), the lowest month of repurchase requests in 23 months (since April 2022). * Noted that they have started to see an acceleration in subscriptions. * BREIT’s majority independent Board of Directors exercised their discretion and approved repurchase requests modestly exceeding the 5% of NAV quarterly limit by 0.1% to fulfill 100% of requests in March. https://lnkd.in/g4v2vAGr

I expect improved results from Blackstone if interest rates decline but am currently not adding to my exposure. #Blackstone #BX #investing #equities #investments #portfolio #financialfreedom #equityinvesting #financialliteracy #investing101 #investingforbeginners

Blackstone’s non traded REIT has cut its value by a mere 1.2% when compared to an average of 7.8% for its peers. This resilient valuation is hindering the flow of new capital as investors are seeking assets which are more fairly valued.

By offering an annual dividend of about 4% in a world where interest rates were close to zero, BREIT quickly became a giant. At its peak in 2021, the fund was attracting as much as $3 billion a month in new investments. Today, BREIT boasts assets of $114 billion — about 8% of Blackstone's entire fee-earning assets — and has generated over $5 billion in management and performance fees. But over the past two years, some investors have grown suspicious that BREIT isn't the rock-solid investment Blackstone claims it is. Since its inception, the fund says it has delivered an annualized net return of 10.5% — almost double an index of publicly traded REITs. Even as commercial real estate has been battered in the wake of the pandemic, BREIT has somehow managed to defy gravity, outperforming comparable funds by seemingly fantastic margins. In the fall of 2022, after the Fed's interest-rate increases began to shake the commercial real-estate market, investors began asking for their money back — more than $15 billion to date. Shares in Blackstone tumbled by nearly 20%. Last year, BREIT failed to generate enough cash to cover its annual dividend.

Private credit significantly influences the financial market by providing alternative financing options, contributing to the market's growth and diversification. It offers borrowers more flexible terms and can fill gaps left by traditional banking, especially in times of tight credit conditions or regulatory constraints. However, it also introduces risks, including potentially higher costs and less regulatory oversight.

Blackstone?wants to make private equity a bigger part of wealthy investors’ portfolios. That is pushing one of its new funds to cast a wider net for deals—and open itself up to more risks. The firm’s private-equity fund for the rich has attracted $6 billion since launching in January, returning 9.2% through September. Much of that growth has come from investing in the same array of deals as Blackstone’s traditional private-equity funds for institutional investors. But another portion has come from the fund striking out on its own for different types of deals, such as stakes in companies controlled by other private-equity firms. The wide mix of investments powering the fund reflects the challenge Blackstone faces in trying to tap into the wealth of individual investors: finding ways to quickly put money to work. #blackstone, #privateequity,

#DoYouKnow? As of year-end 2023, what percentage of nontraded REIT industry total assets were held by Blackstone Real Estate Income Trust, and how does it compare to year-end 2022? Share your guess below, then click through to see if you're right! #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

Does the reemergence of institutional equity mean the best #multifamily opportunities are already behind us? Blackstone has just purchased a $10b MF REIT, its largest MF deal ever. They plan to spend $400m improving the 76 community portfolio. Reap Capital believes these next 6 months will be a critical time to capitalize while values are down. We have a few incredible opportunities in the works for Fund 1- make sure you are on the list. #passiveincome #realestate #privateequity