Blackstone Mortgage Trust, Inc. (BXMT)

U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since 1995, the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a timely resolution.

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) (the “Company”) today announced that it will publish its third-quarter 2025 earnings presentation on its website at www.bxmt.com and file its Form 10-Q pre-market on Wednesday, October 29, 2025. The Company will also host a conference call the same day at 9:00 a.m. ET to review results. To register for the webcast, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1735594&tp_key=ec7b6b8798 For t.

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) declared a dividend of $0.47 per share of class A common stock with respect to the third quarter of 2025. This dividend is payable on October 15, 2025, to stockholders of record as of the close of business on September 30, 2025. About Blackstone Mortgage Trust Blackstone Mortgage Trust (NYSE: BXMT) is a real estate finance company that originates, acquires and manages senior loans and other debt or credit-oriented investmen.

BXMT cut its dividend by 24% last year, yet still fails to fully cover it with distributable earnings, signaling continual dividend risk. The REIT has aggressively reduced its office loan exposure, but asset sales—often at a loss—haven't fully resolved net interest income pressure. BXMT trades at a 7% discount to book value, justified by persistent credit quality issues and insufficient dividend coverage..

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

Blackstone Mortgage Trust (BXMT) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.56 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) today reported its second-quarter 2025 results. The net income attributable to Blackstone Mortgage Trust for the quarter was $7.0 million. Second quarter EPS, Distributable EPS, Distributable EPS prior to charge-offs, and dividends paid per basic share were $0.04, $0.19, $0.45, and $0.47 respectively. In light of the recent tragedy, Blackstone Mortgage Trust has cancelled its conference call scheduled for 9:00 a.m. ET and h.

I avoid highly leveraged, high-yield mREITs due to unsustainable dividends and elevated risk of cuts, especially in volatile markets. Most commercial mortgage REITs with yields above 10% are red flags; I recommend steering clear of 'sucker yields' like SACH and KREF. Starwood Property Trust and Ladder Capital stand out for strong balance sheets, prudent management, and compelling growth prospects.

Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.

U.S. equity markets retreated from record highs this week after the White House reignited its tariff offensive with a wave of aggressive levies and additional punitive threats. While inflation data has indicated that the 10% tariffs were efficiently absorbed, the pivot back towards Liberation Day tariff levels raises concern that recent deflationary offsets may be overwhelmed. After closing at record highs for two straight weeks, the S&P 500 retreated by 0.3% this past week, trading in a relatively tight trading range as investors geared up for earnings season.

Blackstone Mortgage Trust, Inc. is recovering from a loss, creating a new strategy for profitability. Blackstone's global scale, conservative loan-to-value, and new joint venture into net lease properties provide strategic advantages and potential for stabilization. BXMT's 9.3% yield is appealing, but recent dividend cuts and sector headwinds warrant caution until Q2 results confirm a turnaround.

Blackstone Mortgage Trust, a mortgage REIT affiliated with global asset manager Blackstone, gets a hold rating today in my initial coverage. Despite a +9% dividend yield, dividend growth is lacking, as is operating cash flow growth. It has grown new loans in Q1 and has a globally diversified portfolio, part of a sector providing needed liquidity to commercial real estate investors.

Many investors go for big yield with bigger risk. Barf. This report was recently sent to our members. We picked up shares with a 9.5% yield.

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) (the “Company”) today announced that it will publish its second-quarter 2025 earnings presentation on its website at www.bxmt.com and file its Form 10-Q pre-market on Wednesday, July 30, 2025. The Company will also host a conference call the same day at 9:00 a.m. ET to review results. To register for the webcast, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1725503&tp_key=1e71831ba3 For tho.

Revitalization of Victorian Building Marks Culmination of Property-Wide Renovation SAN DIEGO , June 18, 2025 /PRNewswire/ -- The legendary Hotel del Coronado  today announced the completion of the revitalization of its iconic Victorian building, the final milestone in Blackstone Real Estate's more than $550 million restoration plan to enhance and reinforce Hotel del Coronado's legacy for generations to come. "From its earliest days, Hotel del Coronado has been a pioneer, continuously redefining the resort experience," said JP Oliver, managing director, Hotel del Coronado.