公司业绩 - 公司在2024年第四季度的初步估计中，实现活动收入超过7.75亿美元，其中95%来自实现绩效收入，5%来自实现本金投资收入[1] - 2023年第四季度，公司实现绩效收入为6.932亿美元，本金投资收入为1920万美元[2] - 公司预计2024年第四季度从交易退出中获得的利润将表现强劲[7] - 该估计基于已完成的投资实现，并不代表整个季度的结果，最终结果可能会因其他收入来源和季度末可能的损益而有所不同[8] 行业趋势 - 在低利率时期，私募股权公司通过多种收购活动，期望在未来获得强劲回报[3] - 随着美联储最近的降息计划，利率已降至4.25-4.5%，与2022年12月的水平相同，这使得拥有大量资产的收购公司开始以当前价格出售资产，从而增加利润[10] - 替代资产管理公司和房地产公司有望在未来一段时间内从交易退出中获得高回报[9] 股价表现 - 公司股票在过去六个月上涨了39.9%，而行业涨幅为17.6%[11] - 公司目前的Zacks评级为3（持有）[12] 其他公司表现 - Brookfield Asset Management（BAM）当前财年的盈利预期在过去60天内上调了2.8%，其股价在过去六个月上涨了45.1%[6] - Burford Capital（BUR）当前财年的盈利预期在过去60天内上调了4.6%，其股价在过去六个月上涨了0.3%[14] - BAM和BUR目前的Zacks评级为1（强力买入）[13]

核心观点 - REIT（VNQ）股价在过去几年中持续下跌，尽管其现金流持续增长，导致其估值达到自金融危机以来的最低水平[3] 行业背景 - REIT行业在过去几年中经历了股价下跌，尽管现金流增长，估值降至金融危机以来的最低水平[3] 公司背景 - Jussi Askola是Leonberg Capital的总裁，该公司是一家专注于价值导向的投资精品店，为对冲基金、家族办公室和私募股权公司提供REIT投资咨询服务[4] - Jussi Askola是投资团体High Yield Landlord的领导者，他实时分享其真实的REIT投资组合和交易[5] 投资团体特点 - High Yield Landlord团体包括三个投资组合（核心、退休、国际）、买卖警报以及一个可以直接向Jussi及其分析师团队提问的聊天室[5]

I am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decision. I find company dynamics and adjustments to market conditions a very interesting interplay. I enjoy writing about companies and managing my portfolio - and learning about the markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of BXSL either thr ...

In this article, we discuss the latest quarterly results from the Business Development Company Blackstone Secured Lending (NYSE: BXSL ). The company has been a steady performer, as highlighted in our previous review . Its valuation has continued toCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investor Guides: to C ...

Blackstone Inc. (NYSE:BX) Goldman Sachs 2024 U.S. Financial Services Conference December 11, 2024 12:20 PM ET Company Participants Jon Gray - President and COO Conference Call Participants Alexander Blostein - Goldman Sachs Alexander Blostein Okay. Well, good afternoon, everybody. Thank you for joining us. It is my pleasure to introduce Jon Gray, President and COO of Blackstone. With over $1 trillion in assets under management, Blackstone is the largest and the most diversified alternative asset manager in ...

行业或公司 * **公司**：Blackstone Inc. (NYSE:BX) * **行业**：金融服务业，包括房地产、私募信贷、私募股权、基础设施等 核心观点和论据 * **经济展望**：Gray认为经济和市场处于“甜点期”，美国经济尤其强劲，通胀正在逐渐下降，美联储有空间降息。[3] * **投资部署**：Blackstone在过去一年中加速了资本部署，截至2024年12月已部署或承诺投资920亿美元，是前一年的两倍。[7] * **投资领域**：Blackstone将重点关注数字基础设施、能源和电力、商业房地产的周期性复苏、私募信贷、特许经营业务和资本轻、增长快的业务。[9] * **变现活动**：Gray预计2025年将实现更多变现，预计将通过私募买家、IPO和私募股权及二级私募股权实现变现。[11] * **房地产**：Gray对房地产交易活动持乐观态度，认为随着资本成本的下降和需求增长，房地产价值将恢复。[13] * **数据中心**：Blackstone在数据中心投资中投入了700亿美元，并计划进一步扩大其规模。[19] * **私人财富**：Blackstone将继续扩大其私人财富业务，预计该业务将增长。[24] * **信用和保险**：Blackstone的信用和保险业务增长迅速，预计将继续增长。[29] * **文化**：Gray强调保持公司文化的一致性和整合性，确保员工感到自豪和有成长机会。[39] 其他重要内容 * **特朗普政府**：Gray认为特朗普政府的政策将对某些领域产生影响，但总体上对公司业务有利。[6] * **人工智能**：Gray认为人工智能和数字化转型是未来增长的主要驱动力。[22] * **401(k)计划**：Gray认为应该允许401(k)计划投资于私募股权。[28] * **保险**：Blackstone与Nippon Life合作，帮助其投资Resolution Life。[33] * **文化**：Gray强调保持公司文化的一致性和整合性，确保员工感到自豪和有成长机会。[39]

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real est ...

Blackstone Secured Lending (NYSE: BXSL ) is a strong investment option in the BDC market: the investment firm supported its dividend with net investment income in the September quarter and continued to exhibit very strong balance sheet quality. Blackstone SecuredI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google, Amazon and ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.The current melt-up in the stock market can be great for growth investors. However, for value investors, this can also mean that deals are becoming harder to ...

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