Does Blackstone (BX) Have Opportunities to Improve Its Market Share?

Soumya Eswaran

Thu, May 15, 2025, 4:39 AM 3 min read

Baron Funds, an concern absorption company, released its “Baron Real Estate Fund” archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q1 2025, stocks were sold owed to economical maturation slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The money declined 6.69% (Institutional Shares) successful the 4th compared to a 3.11% diminution for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% summation for the MSCI US REIT Index (the REIT Index). In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its first-quarter 2025 capitalist letter, Baron Real Estate Fund highlighted stocks specified arsenic Blackstone Inc. (NYSE:BX). Blackstone Inc. (NYSE:BX) is 1 of the largest alternate plus absorption firms specializing successful existent estate, backstage equity, hedge money solutions, credit, secondary funds of funds, nationalist indebtedness and equity and multi-asset people strategies. The one-month instrumentality of Blackstone Inc. (NYSE:BX) was 13.83%, and its shares gained 16.06% of their worth implicit the past 52 weeks. On May 14, 2025, Blackstone Inc. (NYSE:BX) banal closed astatine $148.42 per stock with a marketplace capitalization of $180.07 billion.

Baron Real Estate Fund stated the pursuing regarding Blackstone Inc. (NYSE:BX) successful its Q1 2025 capitalist letter:

"Leading existent estate-focused plus managers Blackstone Inc. (NYSE:BX) and Brookfield Corporation person an accidental to summation marketplace stock of a increasing pastry owed to awesome concern way records and planetary standard advantages. They are positioned to payment from a secular maturation accidental for alternate assets owed to agelong way records of generating charismatic comparative and implicit returns with what is perceived, successful immoderate cases, arsenic little volatility than respective different concern options."

A representation of a nonrecreational plus manager analyzing fiscal models and data.

Blackstone Inc. (NYSE:BX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge money portfolios held Blackstone Inc. (NYSE:BX) astatine the extremity of the 4th fourth which was 50 successful the erstwhile quarter. Blackstone Inc.'s (NYSE:BX) reported beardown results successful the archetypal 4th with distributable net up 11% year-over-year to $1.4 billion. While we admit the imaginable of Blackstone Inc. (NYSE:BX) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the undervalued AI banal acceptable for monolithic gains.