Blackstone Mortgage Trust, Inc. Class A Aktie News

U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed S...

U.S. equity markets stumbled this week as unexpectedly hawkish Fed commentary clashed with fragile risk sentiment, muting investor relief over the deal to end the longest-ever government shutdown. December rate cut odds dipped below 50% after Fed officials firmly pushed back on rate-cut expectations, citing uneven inflation progress, pockets of financial-market froth, and the economic-data blac...

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balan...

For my follow-up of Blackstone Mortgage Trust, I'm upgrading it to a buy, agreeing with the most recent Wall St buy consensus. This mREIT has reduced underperforming loans while growing new ones, is backed by the Blackstone brand, and is in a position to provide liquidity to future loan demand. Their portfolio is diversified across many property categories and geographies globally, and dividend...

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary im...

U.S. equity markets posted mixed performance this week- while long-term yields jumped- after the Federal Reserve cut short-term rates for a second-straight meeting, but reigned in expectations for future cuts. Fed Chair Powell hawkishly pushed back on market expectations, saying that another cut in December was "far" from certain and highlighting "strongly differing views" within the committee....

Dividends matter. So do losses. Look at a couple of charts and call it a day. Most people don't want to go through all the history, but we can sum up over a decade in a few images. When we compare prices and book value over time, we can see that the huge dividends were not enough. They still are not enough.

Blackstone Mortgage Trust, Inc. ( BXMT ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Timothy Hayes - Vice President of Shareholder Relations Katharine Keenan - CEO, President & Director Austin Pena Tony Marone - CFO, MD, Treasurer & Assistant Secretary Timothy Johnson - Chairman of the Board, Global Head of BREDS & Senior MD Conference Call Participants William Cathe...