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$黑石集团(BX)$ BCRED也触及赎回上限了,100%浮动利率的senior secured loan,简直是为加息周期量身定制,好东西都没人要[抠鼻]

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2022-12-07 18:08

BCRED被赎回不怪人啊。
黑石Credit(BXC)在投资能力上就与其他几家大厂有差距(原来GSO那帮人都炒掉了,重起炉灶),与黑石其他策略的实力相比也有差距。
然后又依赖零售渠道扩张得太猛:BCRED从0起步,短短两年时间推到了500亿美元规模,而且是在信贷标准最宽松的两年,资产质量可想而知。
你对比一下$Blackstone Secured(BXSL)$(与BCRED的资产高度重合) vs 橡树$Oaktree Specialty(OCSL)$ 的二级市场股价变化,投资者的眼睛是雪亮的。
$Brookfield资管(BAM)$

2022-12-07 17:56

老二StarwoodREIT也触及赎回上限了。
In a letter to its investors that was forwarded to Barron’s, the $15B Starwood Real Estate Income Trust, also known as SREIT, said it fulfilled 63% of investor redemption requests in November after the repurchase requests exceeded a 2% limit, reaching 3.2% of net asset value (VAV).