Blackstone Funds: A Guide To Investing In Their Success

Blackstone is the world's largest alternative asset manager, with more than $1 trillion in AUM. The company has been in operation for nearly 40 years and serves institutional and individual investors by building strong businesses that deliver lasting value. Blackstone offers registered products focused on real estate, hedge fund solutions, and private credit. The company has a global presence and invests in dynamic sectors positioned for long-term growth.

To invest in Blackstone funds, individuals are advised to contact their financial advisor to learn more. Financial professionals can get in touch with Blackstone through the contact information provided on their website.

Blackstone's Real Estate Income Trust (BREIT)

Blackstone Real Estate Income Trust (BREIT) is a perpetual-life, institutional-quality real estate investment platform that brings private real estate to income-focused investors. BREIT is externally managed by a subsidiary of Blackstone, a global leader in real estate investing.

BREIT is concentrated in sectors with secular demand drivers, such as industrial, student housing, and data centers, and in Sunbelt markets. BREIT has delivered strong long-term returns and compelling distributions since its inception, with positive momentum in 2024.

BREIT provides individuals access to Blackstone Real Estate, the world's largest commercial real estate owner with a 30+ year proven track record of success across market cycles. BREIT is designed as an all-weather strategy to build long-term wealth across market cycles.

BREIT has a strong performance driven by its high-conviction, thematic investment approach. It has delivered annualized inception-to-date returns ranging from 8.5% to 9.9% across different share classes as of June 30, 2024.

Investing in BREIT involves risks, including the lack of a public trading market for its shares, the potential for share repurchase limitations, and the inherent subjectivity in property valuations. BREIT also uses leverage, which can magnify losses and increase exposure to adverse economic factors.

To invest in BREIT, individuals should contact their financial advisor for more information.

Blackstone Private Credit Fund (BCRED)

The Blackstone Private Credit Fund (BCRED) is an externally managed, closed-end, non-diversified investment company that has elected to be regulated as a business development company (BDC) under the Investment Company Act of 1940. BCRED was formed in February 2020 and started investment operations in January 2021. It is based in New York.

BCRED seeks to generate income by focusing primarily on loans and securities of US private companies. It has built a scaled private credit portfolio that provides floating-rate, senior secured loans to large, performing companies. The fund intends to borrow money, with the expectation that if returns on such investments exceed the costs of borrowing, investor returns will be enhanced.

BCRED has delivered a 10.5% annual distribution to investors since its inception, with a total return of 10.1% since launch. This has outpaced high-yield, bank loan, and corporate bond indexes.

The fund has received numerous industry awards, including Global Fund Manager of the Year in 2021 and 2023, and Americas Junior Lender of the Year in 2023.

BCRED is not suitable for all investors. It involves a high degree of risk, and there is no guarantee that investment objectives will be achieved. Investors should be aware that they may not have access to their invested money for an extended period, and that shares may be difficult to sell.

Blackstone's Multi-Asset Investing (BXMA) Funds

Blackstone Multi-Asset Investing (BXMA) is a global leader in multi-asset investing. They deploy capital across all asset classes in both public and private markets. Their Absolute Return platform is the world's largest discretionary hedge fund allocator. The Multi-Strategy platform aims to generate strong risk-adjusted returns through asset-class agnostic investing, including direct investments.

BXMA offers a diversified blend of alternative strategies and hedge fund managers in a single daily liquid mutual fund. The fund seeks to deliver capital appreciation by investing in a variety of alternative strategies that aim to provide diversified exposures that are less dependent on market movements.

BXMA has partnered with some of the world's leading investors since 1995. Their scale and breadth of relationships, coupled with Blackstone's global reach, allow them to better identify, evaluate, and implement new investments.

BXMA's investment team has experience across all key investment strategies. They provide access to specialists with expertise in specific alternative strategies, which are combined in one solution.

To learn more about investing in Blackstone's BXMA funds, you can visit their website or contact their dedicated team.

Blackstone's Private Equity Platform

Blackstone's investment approach is based on a disciplined due diligence process that measures risk while identifying catalysts for increased value. They engage only in friendly transactions and work with talented management teams to achieve positive results.

When Blackstone partners with a business, they focus on building it to last. Their staying power, drawn from the scale and breadth of the platform they've grown over 35 years, helps their partner companies withstand market cycles and succeed in the long term.

Blackstone plays a vital role in helping companies realize their growth potential. They uncover and unlock value by identifying great companies with untapped potential and enhancing their performance. The company strives to create value by investing in businesses where their capital, strategic insight, global relationships, and operational support can drive transformation.

Blackstone's most notable investments include Allied Waste, AlliedBarton Security Services, Ancestry.com, Graham Packaging, and Hello Sunshine.

Blackstone's Tactical Opportunities

Blackstone is the world's largest alternative asset manager, with more than $1 trillion in assets under management (AUM). The company has been in operation for nearly 40 years, investing in industry-leading businesses and pinpointing trends that shape the global economy.

Blackstone Tactical Opportunities (Tac Opps) is a strategy the firm pioneered in 2012 to invest across private investment opportunities outside of traditional private equity and private credit. It is the biggest opportunistic investment platform in the world, with $34 billion in AUM.

The Tac Opps team makes investments that traditional investment strategies don't or can't. They invest globally across asset classes, industries, and geographies, seeking compelling risk-adjusted returns. Their strategy is unconstrained by asset class, industry, sector, security type, or geography. This means they can invest in a wider range of asset classes, including public and private equity, credit, real estate, and infrastructure, as well as various capital structures such as equity, debt, or hybrid securities.

The team responds dynamically to market opportunities, moving with conviction, judgment, and discipline to capture opportunities that less equipped investors miss. They have invested in companies such as Cryoport, a global provider of logistics solutions to life sciences companies, VNET, a leading data center operator in the Asia Pacific region, ARKA, an advanced technologies company serving the US military, Diligent, a leading governance, risk, and compliance (GRC) SaaS provider, and Ki, the first fully digital and algorithmically driven insurance underwriter in the Lloyd's of London market.

To learn more about partnering with Blackstone and investing in its funds, financial advisors and individual investors can visit the dedicated website and contact the relevant teams provided on the Blackstone website.

Frequently asked questions