Key PointsHigh home prices and mortgage rates make it difficult for first-time homebuyers.Blackstone just made a $10 billion acquisition of American Income, a residential REIT - a bet that could mean property prices are on the rise again. One other REIT, Equity Lifestyle Properties, fits the characteristics of the next potential double-digit rally, and markets are willing to pay for it. 5 stocks we like better than Apartment Income REITThe United States housing market has struggled the past 12 months, as th ...

收购详情 - Blackstone宣布以100亿美元全现金收购公寓收入房地产投资信托公司(AIR Communities)[1] - AIR Communities股东将每股收到39.12美元，比周五的收盘价高出近25%[2] - Blackstone计划投入超过4亿美元用于维护和改善AIR的社区，此次收购是Blackstone历史上规模最大的公寓投资组合收购[5]

贷款组合 - Blackstone Secured Lending的贷款组合主要集中在一级抵押策略上，贷款质量表现优异，非表现贷款比例低于0.1%，保持稳定[1] 利息收入 - Blackstone Secured Lending的利息收入占总投资收入的94%，支持着BDC的股息，且在2023财年实现了37%的利息收入增长[4][5] 业绩表现 - Blackstone Secured Lending在2023财年实现了35%的净投资收入增长，多次提高季度股息，且具有强大的股息覆盖率[6][7] 股价表现 - Blackstone Secured Lending的股价相对净资产价值溢价约20%，反映了公司在2023财年出色的业绩，虽然股价上涨空间有限，但10%的股息非常稳固值得购买[9] 业务特点 - Blackstone Secured Lending在2023财年实现了强劲的双位数利息收入和净投资收入增长，同时专注于资本保护，表现出很低的非表现贷款比例，值得在以收入为导向的投资组合中占据重要位置[10]

股价表现 - Blackstone Inc. (BX) 最近收盘价为 $131.03，较前一个交易日下跌了 -0.26% [1] - Blackstone Inc. 的股价在过去一个月内上涨了 2.56%，但落后于金融行业的增长率 4.2% 和标普500指数的增长率 3.32% [2] 财务预期 - Blackstone Inc. 即将发布的财报备受投资者关注，预计每股收益为 $1，较去年同期增长了 3.09%，预计营收为 $2.55 亿美元，较去年同期增长了 2.66% [3] - Zacks Consensus Estimates 预测 Blackstone Inc. 整个财年的每股收益为 $4.92，营收为 $123.8 亿美元，较去年分别增长了 +24.56% 和 +27.68% [4] 估值和评级 - 分析师对 Blackstone Inc. 的估值预期发生变化，这反映了近期业务趋势的变化，正面的估值修订反映了分析师对公司业务和盈利能力的乐观态度 [5] - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出)，自1988年以来，排名第一的股票年均回报率为 +25%，Blackstone Inc. 目前的 Zacks Rank 为 3 (持有) [7] 行业比较 - Blackstone Inc. 目前的前瞻市盈率为 26.69，较同行业平均前瞻市盈率 11.26 有溢价 [8] - BX 目前的 PEG 比率为 1.05，与广泛接受的市盈率相似，PEG 比率也考虑了公司的预期盈利增长 [9] 行业排名 - 金融 - 杂项服务行业属于金融部门，目前的 Zacks Industry Rank 为 94，在所有行业中排名前38% [10] - Zacks Industry Rank 按照各个行业内公司的平均 Zacks Rank 从好到坏排序，研究显示，排名前50%的行业的表现比排名后50%的行业好一倍 [11]

Phillip Spears/DigitalVision via Getty Images Last week, I explained why I stopped buying real estate to buy real estate investment trusts, or REITs, instead. I recommend that you read the whole article, but in short, REITs (VNQ) are today a lot cheaper than private real estate. They also give you the benefits of leverage with lower interest rates because they have locked their rates for years to come. So why would you pay a premium valuation and higher interest rates for a private property that's illiq ...

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either CI Financial Corp. (CIXXF) or Blackstone Inc. (BX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank pu ...

股价表现 - Blackstone Inc. 最新交易日收盘价为$124.80，较前一日下跌了1.03%[1] - Blackstone Inc. 过去一个月的股价下跌了1.45%，落后于金融行业的6.15%和标普500指数的4.42%的涨幅[2] 盈利预期 - Blackstone Inc. 即将发布的季度盈利预期为每股$1，较去年同期增长了3.09%，预计营收为25.5亿美元，较去年同期增长了2.66%[3] - Zacks Consensus Estimates 预测 Blackstone Inc. 全年每股盈利为$4.92，营收为123.8亿美元，较去年同期分别增长了+24.56%和+27.68%[4]

Blackstone Inc. (BX) closed the latest trading day at $123.68, indicating a -0.71% change from the previous session's end. The stock trailed the S&P 500, which registered a daily gain of 1.12%. Elsewhere, the Dow gained 0.61%, while the tech-heavy Nasdaq added 1.54%.The the stock of investment manager has fallen by 4.24% in the past month, lagging the Finance sector's gain of 4.07% and the S&P 500's gain of 2.06%.The investment community will be closely monitoring the performance of Blackstone Inc. in its f ...

Blackstone Credit & Insurance与Aligned Data Centers战略合作 - Blackstone提供了6亿美元的信贷支持[1] - Aligned Data Centers是一家领先的技术基础设施公司，提供创新、可持续和适应性的数据中心解决方案[3] - Blackstone是全球最大的另类资产管理公司，管理着超过1万亿美元的资产，专注于房地产、私募股权、基础设施等全球投资策略[4] Aligned Data Centers的SLC-03数据中心 - SLC-03数据中心是在犹他州西乔丹市的超大规模校园内的第四个超大规模数据中心[2]

BlackRock和Blackstone - BlackRock和Blackstone是两家完全独立的公司，分别专注于不同的投资领域[1] - BlackRock主要关注ETFs和传统投资，而Blackstone则是私募股权领域的巨头[2] SPDR Blackstone High Income ETF - SPDR Blackstone High Income ETF是一只由Blackstone担任子顾问的主动管理基金，旨在提供高风险调整后的总回报[3] - 该基金投资于高收益公司债券、优先贷款和美国抵押贷款债券(CLOs)的债务切片，采用自上而下的资产配置方法确定每个资产类别的相对权重[6] - 基金的组合包括45%的贷款、42%的债券和7%的CLO债务，还有一个小的CLO股权部分[7] - 基金在评级梯队上采取均匀分布，避免过度风险[8] - 基金由于浮动利率抵押品的占比较高，具有较低的波动性[9] - 与其他同类基金相比，该基金的波动性较低，且在总回报方面表现优异[10] 市场评价和建议 - 基金的高回报低波动性取决于信用利差，当前信用利差处于1年低位[13] - 由于风险事件可能导致信用利差上升，目前不是该基金的理想入场点[14] - 虽然一些分析师认为当前环境中的整体利差较高，但在信用利差处于1年低位时购买高收益债券基金并不是一个理想的估值点[15] - 总体而言，基金在波动性较低的情况下实现了高回报的目标，但当前估值水平不具吸引力，因此目前评级为“持有”[16]