Blackstone Mortgage Trust is a leading commercial mortgage REIT with valuable access to pipeline and insights through its affiliation with Blackstone.
GPMT moved up ~55% since my last article when I recommended it at $4.50/share. This is a risky sector and will see pain as unemployment stays high and bankruptcies mount.
Arbor was likely one of the best buys in the crisis near its March lows, and that's out of many, many spectacular opportunities.

Who Paid The Rent? Earnings Halftime Report

03:00pm, Tuesday, 04'th Aug 2020
Did the rent get paid? We just passed the halfway point of another newsworthy REIT earnings season. Results thus far have generally been better than expected with nearly a dozen REITs boosting guidanc
Strs Ohio lifted its stake in Blackstone Mortgage Trust Inc (NYSE:BXMT) by 8.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The
Dupont Capital Management Corp grew its holdings in shares of Blackstone Mortgage Trust Inc (NYSE:BXMT) by 4.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and
Nisa Investment Advisors LLC increased its holdings in Blackstone Mortgage Trust Inc (NYSE:BXMT) by 33.1% during the second quarter, according to the company in its most recent 13F filing with the Sec
Hudson Pacific Properties, Inc. (“Hudson Pacific”) (NYSE: HPP) and Blackstone (NYSE: BX) today announced that funds affiliated with Blackstone Propert

Rent Paid: REITs Rally As Outlook Brightens

01:00pm, Saturday, 01'st Aug 2020
U.S. equity markets rallied this week as solid corporate earnings results and another slate of stellar housing data contrasted with data showing a record plunge in economic output last quarter.
Blackstone Mortgage (BXMT) delivered earnings and revenue surprises of 10.71% and 1.11%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?
Blackstone Mortgage Trust, Inc. (NYSE:BXMT) Q2 2020 Earnings Conference Call July 29, 2020 9:00 AM ET Company Participants Weston Tucker – Head-Investor Relations Steve Plavin – Chief Executive Of
Blackstone Mortgage Trust, Inc. (NYSE:BXMT) today reported its second quarter 2020 results.
The following slide deck was published by Blackstone Mortgage Trust, Inc. in conjunction with their 2020 Q2 earnings call..

Mortgage REITs: Back From The Brink

03:00pm, Tuesday, 28'th Jul 2020
Few asset classes have been slammed harder by the pandemic than Mortgage REITs, which have seen a dividend cut bloodbath with 33 of 42 mREITs suspending or reducing their dividends.
MITT saw a dramatic decrease in book value between 3/31/2020 and 5/30/2020. The decrease in book value won’t show up on screening tools.
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