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Blackstone Mortgage Trust

BXMT

Market cap $1.78B

10.59 USD

+0.39

3.82%

At close Updated Oct 22, 11:15 AM EDT

1 day

3.82%

5 days

-2.58%

1 month

-19.41%

3 months

-36.59%

6 months

-47.1%

Year to date

-45.64%

1 year

-42.35%

5 years

-67.46%

10 years

-64.5%

About: Blackstone Mortgage Trust Inc is an externally managed real estate finance company that originates, acquires, and manages senior loans and other debt or credit-oriented investments collateralized by or relating to commercial real estate in North America, Europe, and Australia. Its portfolio is composed of senior loans secured by high-quality, institutional assets located in main markets, and sponsored by experienced, well-capitalized real estate investment owners and operators. The group finances its investments in a variety of ways, including borrowing under secured credit facilities, issuing collateralized loan obligations, or CLOs, other securitization transactions, syndicating senior loans and/or participations, and other forms of asset-level financing.

Employees: 29

Real Estate Mortgage REIT

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 39.1%

Neutral 47.8%

Negative 13%

What To Watch This REIT Earnings Season

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

What To Watch This REIT Earnings Season

30 Dividend Buys You Might Hold Forever From October's Russell 3000 Index

The October 2026 'Dogs of the Russell 3000' strategy highlights high-yield, fair-priced stocks with analyst-projected net gains up to 81.2% by October 2027. Top ten S-M Russell 3000 stocks offer yields from 10.1% to 19.6%, with all currently trading below projected annual dividends from $1,000 invested. Fifteen out of fifty-one S-M Russell 3000 high-yielders have negative free cash flow margins, signaling caution for dividend sustainability.

30 Dividend Buys You Might Hold Forever From October's Russell 3000 Index

AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

AI Reality Check, Inflation Stress Test

Zacks Investment Research

High-Yield REITs vs. 10-Year Treasuries: Which Is the Better Buy?

With the 10-year U.S. Treasury yield recently reaching 5.3%, income-oriented investors have a compelling alternative to dividend-paying stocks, particularly as rising interest rates pressure real estate investment trusts (REITs).

High-Yield REITs vs. 10-Year Treasuries: Which Is the Better Buy?

Blackstone Mortgage Trust Announces Third-Quarter 2026 Earnings Release and Conference Call

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) (the “Company”) today announced that it will publish its third-quarter 2026 earnings presentation on its website at www.bxmt.com and file its Form 10-Q pre-market on Thursday, October 29, 2026. 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=1777665&tp_key=b7e1256e55For those.

Blackstone Mortgage Trust Announces Third-Quarter 2026 Earnings Release and Conference Call

Buy 19 September LoPrice/HiYield Dividend Dogs Out Of 38

Dividend-paying stocks, especially low-priced high-yield 'Dividend Dogs,' offer historically superior risk-adjusted returns and are currently undervalued relative to growth stocks. Analyst projections for the top ten LoPrice/HiYield Dogs suggest average net gains of 50.29% by September 2027, with individual upside estimates up to 65.24%. Twenty-four of thirty-eight highlighted stocks show 'safer' dividends supported by free cash flow, while fourteen rely on borrowed funds for payouts, signaling heightened risk.

Buy 19 September LoPrice/HiYield Dividend Dogs Out Of 38

Before You Buy Another 10% Yield REIT, Read This

Most 10%+ yielding REITs are yield traps. High dividends often hide leverage, weak assets, or poor management. The better opportunities are often in the 5-8% yield range.

Before You Buy Another 10% Yield REIT, Read This

BXMT: Down -35% This Year, What Is Next

Blackstone Mortgage Trust faces continued pressure from CECL reserves, posting a net loss of $81M and underperforming CRE REIT peers. BXMT's reported book value of $19.30/share is not credible; market-implied value is closer to $12.50/share, reflecting skepticism about asset marks. The REIT's distributable EPS consistently lags its dividend, signaling an imminent dividend cut to bring yield below 10%-11%.

BXMT: Down -35% This Year, What Is Next

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

The Rate Shock That Didn't Break REITs

25 Dividend Buys You May Want To Hold Forever From September's Russell Index

The top ten SML Russell MHFS dogs are forecasted to deliver average net gains of 40.06% by September 2027, with yields up to 22.18%. All top-ten yielders are ideally priced, with annual dividends from $1K invested exceeding single share prices, meeting the 'dividend dog' standard. Fifteen of fifty-one SML Russell MHFS stocks show negative free cash flow margins, making their dividends less secure and riskier for income-focused investors.

25 Dividend Buys You May Want To Hold Forever From September's Russell Index

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