Blackstone Mortgage Trust Declares $0.62 Per Share Dividend | Diskussion im Forum
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Antwort auf Beitrag Nr.: 74.923.231 von faultcode am 06.12.23 19:18:48Muddy Waters Capital short report: https://d.muddywatersresearch.com/tou/?redirect=/content/upl…
Q3 book value = $25.90 => P/B = ~0.83 --> https://ir.blackstonemortgagetrust.com/shareholders/default.…
-4% weil Carson Block am FUD'len ist: https://www.zer0es.tv/big-announcements/blackstones-wile-e-m…
Carson Block, Founder of Muddy Waters Capital, makes the case that Blackstone Mortgage Trust, Inc. (BXMT) could be at risk of a liquidity crisis. At the heart of its thesis, Muddy Waters believes that 70%-75% of BXMT’s borrowers may be unable to cover interest expenses. With billions of dollars of interest rate hedges set to terminate next year, the recent decline in commercial real estate values will only exacerbate the issues for troubled borrowers whose loans will mature over the next twelve months.
In the end, Blackstone Mortgage Trust will be left to decide between two options – bad or worse – with either leading to a strong probability of a significant reduction to its dividend as soon as the second half of 2024.
-4% weil Carson Block am FUD'len ist: https://www.zer0es.tv/big-announcements/blackstones-wile-e-m…
Carson Block, Founder of Muddy Waters Capital, makes the case that Blackstone Mortgage Trust, Inc. (BXMT) could be at risk of a liquidity crisis. At the heart of its thesis, Muddy Waters believes that 70%-75% of BXMT’s borrowers may be unable to cover interest expenses. With billions of dollars of interest rate hedges set to terminate next year, the recent decline in commercial real estate values will only exacerbate the issues for troubled borrowers whose loans will mature over the next twelve months.
In the end, Blackstone Mortgage Trust will be left to decide between two options – bad or worse – with either leading to a strong probability of a significant reduction to its dividend as soon as the second half of 2024.
8.9.
Blackstone Says Private Credit Is Coming for Asset-Based Debt
https://finance.yahoo.com/news/blackstone-says-private-credi…
...
Private credit lenders are just getting started in the world of consumer and asset based finance, according to Rob Camacho, Blackstone Inc.’s co-head of asset based finance within the firm’s Structured Finance Group.
“Today, we are a very small portion of the whole asset based finance market,” he said in an interview. “There’s a lot of room to run.”
Camacho spoke over a series of interviews that ended on Sept. 6. Here are some highlights of the conversation, which have been condensed and edited for clarity.
Asset based finance has become the hot new thing across credit markets. Why is that?
That’s certainly true and has to do with the current environment. A couple of years after the start of my career in 2004, the Federal Reserve brought rates over 5%, so investors were getting real yield in fixed-income. But that was short-lived. We then went through more than a decade of near-zero interest rates. This is the first time we are seeing higher real yields. All of a sudden, you can get high returns for investment-grade paper. That hasn’t happened in almost two decades.
...
Blackstone Says Private Credit Is Coming for Asset-Based Debt
https://finance.yahoo.com/news/blackstone-says-private-credi…
...
Private credit lenders are just getting started in the world of consumer and asset based finance, according to Rob Camacho, Blackstone Inc.’s co-head of asset based finance within the firm’s Structured Finance Group.
“Today, we are a very small portion of the whole asset based finance market,” he said in an interview. “There’s a lot of room to run.”
Camacho spoke over a series of interviews that ended on Sept. 6. Here are some highlights of the conversation, which have been condensed and edited for clarity.
Asset based finance has become the hot new thing across credit markets. Why is that?
That’s certainly true and has to do with the current environment. A couple of years after the start of my career in 2004, the Federal Reserve brought rates over 5%, so investors were getting real yield in fixed-income. But that was short-lived. We then went through more than a decade of near-zero interest rates. This is the first time we are seeing higher real yields. All of a sudden, you can get high returns for investment-grade paper. That hasn’t happened in almost two decades.
...
10-Q: book value as of March 31, 2023 was $26.28 per share => P/B = ~0.80
https://ir.blackstonemortgagetrust.com/press-releases-and-ne…
"Normalerweise" laufen solche US-Finanz-RE-Qualitätswerte früher oder später wieder auf ~1.0 beim P/B (das gilt auch für die andere Richtung). $BXMT lag seit 2013 im Schnitt knapp darüber mit 1.03.
https://ir.blackstonemortgagetrust.com/press-releases-and-ne…
"Normalerweise" laufen solche US-Finanz-RE-Qualitätswerte früher oder später wieder auf ~1.0 beim P/B (das gilt auch für die andere Richtung). $BXMT lag seit 2013 im Schnitt knapp darüber mit 1.03.
jetzt rein in $BXMT ?
...
Brown also said he is seeing most value in non-agency structured credits including asset backed securities and non-agency residential mortgage backed securities.
“Credit spreads are wide relative to history, spreads are wide relative to corporate credit, and dollar prices are significantly below par. This means they screen well from both a current yield and total return perspective,” Brown said.
Meanwhile, “from a fundamental credit standpoint we are positive as well. We find it prudent in this uncertain environment to invest in senior secured risk on pools of assets or streams of cashflows that we forecast as resilient through an economic cycle,” Brown said.
...
7.7.
Guggenheim sees ‘great opportunities’ despite a potential recession. Here’s the playbook it recommends.
https://www.marketwatch.com/story/guggenheim-sees-great-oppo…
...
Brown also said he is seeing most value in non-agency structured credits including asset backed securities and non-agency residential mortgage backed securities.
“Credit spreads are wide relative to history, spreads are wide relative to corporate credit, and dollar prices are significantly below par. This means they screen well from both a current yield and total return perspective,” Brown said.
Meanwhile, “from a fundamental credit standpoint we are positive as well. We find it prudent in this uncertain environment to invest in senior secured risk on pools of assets or streams of cashflows that we forecast as resilient through an economic cycle,” Brown said.
...
7.7.
Guggenheim sees ‘great opportunities’ despite a potential recession. Here’s the playbook it recommends.
https://www.marketwatch.com/story/guggenheim-sees-great-oppo…
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Es handelt sich um einen automatisiert angelegten Thread zur Nachricht "Blackstone Mortgage Trust Declares $0.62 Per Share Dividend" vom Autor Business Wire (engl.)
Blackstone Mortgage Trust, Inc. (NYSE: BXMT) declared a dividend of $0.62 per share of class A common stock with respect to the second quarter of 2023. This dividend is payable on July 14, 2023 to stockholders of record as of the close of business …
Lesen Sie den ganzen Artikel: Blackstone Mortgage Trust Declares $0.62 Per Share Dividend
Blackstone Mortgage Trust, Inc. (NYSE: BXMT) declared a dividend of $0.62 per share of class A common stock with respect to the second quarter of 2023. This dividend is payable on July 14, 2023 to stockholders of record as of the close of business …
Lesen Sie den ganzen Artikel: Blackstone Mortgage Trust Declares $0.62 Per Share Dividend
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