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Alternatives growth is attracting traditional managers, but Blackstone's experience and brand protects its leadership and market share. Slowing growth and Fed cuts impact segments; credit, real estate, infrastructure should remain resilient amid macro and tariff challenges. Despite industry fee pressures, Blackstone's base fees growth of 10% YoY in Q1 2025, shows strong demand for alternatives investments and fee retention capabilities.

Does BLK's diversified strategy and ETF momentum give it an edge over BX amid market uncertainty and deal-making challenges? Let's find out.

REITs offer diversified, inflation-hedged income and capital appreciation, making them a compelling addition to any long-term investment portfolio. Current REIT valuations are attractive, with strong growth projected in sectors like data centers, industrial, net lease, and residential properties. I recommend focusing on quality REITs trading below historical multiples, emphasizing margin of safety and reliable dividend growth.

Blackstone Infrastructure's plans for data centers in New Mexico will be a deciding factor in whether stakeholders challenge the private equity group's $11.5-billion proposed acquisition of electric company TXNM Energy , the group that blocked TXNM's previous merger plan told Reuters this week.

Blackstone Secured Lending is a strong buy due to its low non-accrual percentage and robust portfolio/NII growth. The BDC's net investment income grew 14% year-over-year, easily covering the $0.77 per-share dividend with a solid coverage ratio of 1.08X. Despite trading at a 17% premium to NAV, BXSL's near-zero non-accruals and top notch balance sheet quality justify the valuation.

Blackstone has kicked off the sale of Clarion Events, four people familiar with the matter said, in a test of demand for takeovers after weeks of market turmoil stymied dealmaking.

Asset manager Blackstone is expanding its flourishing infrastructure business with a deal to buy energy holding company TXNM Energy for nearly $5.7 billion in cash.

Utility firm TXNM Energy said on Monday it would be acquired by the infrastructure unit of Blackstone in a $11.5 billion deal.

Blackstone Community held its signature “Night of Insight” gala event recently to mark a major development milestone and highlight its expanding global impact through education, responsible investing, and social initiatives. Blackstone Community held its signature “Night of Insight” gala event recently to mark a major development milestone and highlight its expanding global impact through education, responsible investing, and social initiatives.

I maintain a hold rating on Blackstone Secured Lending Fund due to economic uncertainties and potential lower base rates impacting dividend coverage and share price. Despite strong fundamentals, BXSL's net investment income and yield have declined, and investment commitments and fundings have dropped below $1 billion. BXSL's robust liquidity, investment-grade balance sheet, and high first-lien exposure support maintaining the current $0.77 dividend in the near to medium-term.