2023-01-30

Blackstone about 4Q and their real estate portlofio

Very interesting insights from Blackstone on their 4Q earnings and their real estate portlofio (2:38+).

Currently logistics counts for 40% of their global portfolio. Why?

  • 1-3% vacancy rates globally,
  • 10-20% rent increase,
  • demant and supply are not matching.

Source: CNBC