Price Point
Research analyst, growth, large-cap, long-term horizon

Blackstone's Sponsorship A Significant Advantage To Blackstone Mortgage Trust

Investment Thesis

Blackstone Mortgage Trust (NYSE:BXMT) is uniquely positioned and affords superior access to deal flow and negotiating leverage due to its relationship with Blackstone (NYSE:BX), the largest real estate private equity firm in the world. The firm has compelling lending opportunities both in the United States and abroad as substantial amount of commercial real estate ("CRE") debt is maturing both in the United States and Europe over the next few years. The supply and demand imbalance in the commercial real estate market also lends BXMT leverage in pricing as well as the ability to be selective about investments. Blackstone Mortgage Trust is currently trading at a book value of 1.0, discount to its closer peer...

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