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2021-04-24

The scale exceeds 4 trillion! Blackstone in 2021, waving is still a storm

2020年第一季度，黑石的业绩数据几乎可以称为“史上最差”。但2021年Q1，黑石战绩出色，同比扭亏为盈。 6488亿美元，“华尔街之王”黑石集团的资产管理规模再一次创下纪录。 2021年4月22日

The scale exceeds 4 trillion! Blackstone in 2021, waving is still a storm

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":372411244,"tweetId":"372411244","gmtCreate":1619233130788,"gmtModify":1704721629135,"author":{"id":3576725256218989,"idStr":"3576725256218989","authorId":3576725256218989,"authorIdStr":"3576725256218989","name":"家永","avatar":"https://static.tigerbbs.com/b2bd55700e996ad58a5f66e4394f3c0d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>hi</body></html>","htmlText":"<html><head></head><body>hi</body></html>","text":"hi","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/372411244","repostId":1140976980,"repostType":4,"repost":{"id":"1140976980","kind":"news","pubTimestamp":1619229886,"share":"https://ttm.financial/m/news/1140976980?lang=en_US&edition=fundamental","pubTime":"2021-04-24 10:04","market":"us","language":"zh","title":"The scale exceeds 4 trillion! Blackstone in 2021, waving is still a storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1140976980","media":"东四十条资本","summary":"2020年第一季度，黑石的业绩数据几乎可以称为“史上最差”。但2021年Q1，黑石战绩出色，同比扭亏为盈。\n\n6488亿美元，“华尔街之王”黑石集团的资产管理规模再一次创下纪录。\n2021年4月22日","content":"In the first quarter of 2020,<a href=\"https://laohu8.com/S/BX\">Blackstone</a>The performance data can almost be called \"the worst in history\". But in Q1 of 2021, Blackstone has an excellent record and turned losses into profits year-on-year. With US $648.8 billion, the asset management scale of Blackstone Group, the \"king of Wall Street\", once again set a record.On April 22, 2021, Blackstone Group (hereinafter referred to as \"Blackstone\") released its financial report for the first quarter of 2021. The financial report shows that as of the quarter, Blackstone's total assets under management (AUM) increased to US $648.8 billion (approximately RMB 4,213.7 billion), a year-on-year increase of 21%, exceeding market expectations.Among them, Blackstone Group's perpetual capital AUM increased significantly. In Q1 of 2021, Blackstone Perpetual Capital AUM reached US $149.1 billion, an increase of 47.5% from US $101.1 billion in the same period last year.Blackstone Chairman and CEO Schwarzman Schwarzman said: \"We continue to fulfill our core mission of creating excellent returns for LP. Our brand is driving strong growth, continuously improving in permanent capital strategy, and driving an important shift to more recurring earnings.\"Armed with sufficient ammunition, Blackstone is intensively holding heavy positions in Asia. At the beginning of 2021, Blackstone acquired the largest urban logistics park in the Guangdong-Hong Kong-Macao Greater Bay Area from R&F Group for US $1.1 billion (about 71 yuan); Recently, Blackstone has made a strong entry into Japanese real estate, swallowing eight hotels in Japan in one breath.Blackstone in 2021 is still a storm when waving a hand.Total Q1 revenue reached $5.3 billion, record AUMIn the first quarter of 2020, Blackstone's performance data can almost be called \"the worst in history.\" But in Q1 of 2021, Blackstone has an excellent record and turned losses into profits year-on-year.According to the financial report, in Q1 of 2021, Blackstone's total revenue will be US $5.299 billion, compared with-US $3.076 billion in the same period in 2020; Net profit was US $3.371 billion, compared with-US $2.607 billion in the same period last year.Based on the rapidly rising asset management scale, Blackstone's management/consulting fees are also constantly increasing. In Q1 2021, Blackstone's total AUM reached US $648.8 billion, and its corresponding management/consulting fees increased to US $1.178 billion, an increase of 25% from US $940 million in the first quarter of 2020.Blackstone's investment income is still its main source of income. In the first quarter of 2020, affected by COVID-19 pandemic's impact on the capital market, Blackstone's investment income performance was dismal, with a loss of US $4.2 billion. However, in Q1 of 2021, Blackstone's sector has rebounded strongly, with investment income reaching approximately US $4 billion.<img src=\"https://static.tigerbbs.com/7b48baf85e9d2f246cb26e37a04388d2\" tg-width=\"504\" tg-height=\"162\" referrerpolicy=\"no-referrer\">Among Blackstone's four major investment portfolios, real estate, private equity, hedge funds, and credit and insurance, in the first quarter of 2021, the growth rate of asset management scale of real estate and private equity segments was evenly matched. In Q1 of 2021, Blackstone's total private equity management scale was US $211.8 billion, a year-on-year increase of 21%; The total management scale of the real estate sector was US $196.3 billion, a year-on-year increase of 22%.At the same time, Blackstone's enthusiasm for sustainable capital remains undiminished. In terms of growth rate, the scale of Blackstone's sustainable capital far exceeds the total scale. In Q1 of 2021, Blackstone's sustainable capital scale reached US $149.1 billion, a year-on-year increase of 47%. The year-on-year growth rate of Blackstone's total assets was 20.6%.Holding nearly one trillion \"dry gunpowder\", it is expected to raise more than 100 billion US dollars in 2021Without any suspense, Blackstone held sufficient investment funds in his hands.The financial report shows that in Q1 2021, Blackstone's total Dry Powder (dry gunpowder) will be US $148.2 billion (approximately 962.6 billion yuan). Among them, the dry powder of the private equity sector was US $72.9 billion, and the real estate business was US $43.2 billion.<img src=\"https://static.tigerbbs.com/f11208c0e9b35e27507faa31769c2516\" tg-width=\"480\" tg-height=\"482\" referrerpolicy=\"no-referrer\">During the same period, Blackstone's capital inflow was $31.6 billion. The credit and insurance business has the largest cash inflow, followed by the real estate sector.From the perspective of investment data, Blackstone was active in the first quarter of 2021, deploying approximately US $18 billion (approximately 116.9 billion yuan) in the entire first quarter. In the private equity sector, Blackstone's external investment scale in the first quarter of 2021 was US $5.6 billion; In the real estate sector, this figure is $6.2 billion.In terms of investment performance, the performance of the private equity sector is particularly outstanding. According to the financial report, in the first quarter of 2021, the increase in investment from PE business and tactical opportunities both exceeded 15%. The opportunistic and core gain strategies under its real estate sector increased by 5.3% and 3.2% respectively.<img src=\"https://static.tigerbbs.com/1d2ba152746bc00c41bf1707ec518b7a\" tg-width=\"498\" tg-height=\"472\" referrerpolicy=\"no-referrer\">\"Overall, the company's outlook remains fairly optimistic, with total inflows close to or exceeding $100 billion for four consecutive years. In 2021, we are very confident that we will exceed $100 billion again. Investors, institutional retail investors and insurance companies are looking for Blackstone's products more than ever before.\" Jonathan Gray emphasized on the earnings call that Blackstone's fundraising momentum has brought it huge investment firepower.In November 2020, foreign media quoted sources as saying that Blackstone planned to launch a second Asian M&A fund, with a planned financing amount of approximately US $5 billion. The source also said that Blackstone has begun to introduce the new fund to investors, and if the market reacts satisfactorily in the coming months, Blackstone may expand the fund size.Continue to invest heavily in logistics real estate, \"We have never seen better fundamentals than this\"In the first quarter of 2021, Blackstone's investment focus is clear at a glance-heavy warehouse logistics real estate.At the beginning of 2021, Blackstone can't wait to acquire another logistics park in China, and the sale is 7 billion. On January 20, 2021, Blackstone announced that its Blackstone Real Estate Opportunity Fund has completed the acquisition of the largest urban logistics park in the Guangdong-Hong Kong-Macao Greater Bay Area from R&F Group, with a transaction amount of US $1.1 billion (approximately RMB 7.1 billion).Upon completion, Blackstone will hold 70% equity interest in the logistics park, a wholly-owned subsidiary of R&F Group<a href=\"https://laohu8.com/S/02777\">R&F Properties</a>Will hold the remaining 30% equity.Two months before this, Blackstone had just won two real estate logistics projects in China, namely the fourth building project of Shanghai Xiangyi Garden Phase III under Sunac and the R&F Integrated Logistics Park of Guangzhou International Airport under R&F Properties.Then, in Asia, Blackstone set its investment sights on Japan in this field. In March 2021, Blackstone announced that it would acquire 8 hotels owned by Kintetsu Group Holdings (GHD), located in Kyoto City and Osaka City. The transaction is planned to be officially carried out on October 1 of that year.\"As the epidemic accident subsides, the medium and long-term hotel business will definitely recover, and now is the time to start buying.\" The person in charge of Blackstone believes.Regarding the main part of Blackstone's portfolio-the determination to lay out the logistics real estate field, Jonathan Gray bluntly said in the earnings conference call, \"I don't think we have ever seen better fundamentals than this.\"In Jonathan Gray's view, on the one hand, the logistics industry has always been very strong, and with the increase of employment opportunities, the number of renting families is also increasing; On the other hand, offices remain weak, retail is also facing challenges, and hotels are just beginning to recover. But what can be seen is that those sectors that have been hit hard in the COVID-19 pandemic are gradually beginning to rise.\"Asia is better, they are doing better. I think this economic dam is really starting to break as vaccines spread.\" Jonathan Gray said Blackstone would focus on sectors affected by COVID, such as entertainment and tourism. \"We think these sectors will rebound as restrictions ease.\"In addition, Jonathan Gray also revealed in the earnings conference call that in the next few weeks, Blackstone will plan to raise funds for the third phase of the Asian Real Estate Fund. \"We expect this funding to be at least as large as the previous $7 billion.\"","source":"lsy1580712218558","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The scale exceeds 4 trillion! 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Blackstone in 2021, waving is still a storm\n</h2>\n<h4 class=\"meta\">\n\n东四十条资本2021-04-24 10:04\n\n</h4>\n</header>\n<article>\nIn the first quarter of 2020,<a href=\"https://laohu8.com/S/BX\">Blackstone</a>The performance data can almost be called \"the worst in history\". But in Q1 of 2021, Blackstone has an excellent record and turned losses into profits year-on-year. With US $648.8 billion, the asset management scale of Blackstone Group, the \"king of Wall Street\", once again set a record.On April 22, 2021, Blackstone Group (hereinafter referred to as \"Blackstone\") released its financial report for the first quarter of 2021. The financial report shows that as of the quarter, Blackstone's total assets under management (AUM) increased to US $648.8 billion (approximately RMB 4,213.7 billion), a year-on-year increase of 21%, exceeding market expectations.Among them, Blackstone Group's perpetual capital AUM increased significantly. In Q1 of 2021, Blackstone Perpetual Capital AUM reached US $149.1 billion, an increase of 47.5% from US $101.1 billion in the same period last year.Blackstone Chairman and CEO Schwarzman Schwarzman said: \"We continue to fulfill our core mission of creating excellent returns for LP. Our brand is driving strong growth, continuously improving in permanent capital strategy, and driving an important shift to more recurring earnings.\"Armed with sufficient ammunition, Blackstone is intensively holding heavy positions in Asia. At the beginning of 2021, Blackstone acquired the largest urban logistics park in the Guangdong-Hong Kong-Macao Greater Bay Area from R&F Group for US $1.1 billion (about 71 yuan); Recently, Blackstone has made a strong entry into Japanese real estate, swallowing eight hotels in Japan in one breath.Blackstone in 2021 is still a storm when waving a hand.Total Q1 revenue reached $5.3 billion, record AUMIn the first quarter of 2020, Blackstone's performance data can almost be called \"the worst in history.\" But in Q1 of 2021, Blackstone has an excellent record and turned losses into profits year-on-year.According to the financial report, in Q1 of 2021, Blackstone's total revenue will be US $5.299 billion, compared with-US $3.076 billion in the same period in 2020; Net profit was US $3.371 billion, compared with-US $2.607 billion in the same period last year.Based on the rapidly rising asset management scale, Blackstone's management/consulting fees are also constantly increasing. In Q1 2021, Blackstone's total AUM reached US $648.8 billion, and its corresponding management/consulting fees increased to US $1.178 billion, an increase of 25% from US $940 million in the first quarter of 2020.Blackstone's investment income is still its main source of income. In the first quarter of 2020, affected by COVID-19 pandemic's impact on the capital market, Blackstone's investment income performance was dismal, with a loss of US $4.2 billion. However, in Q1 of 2021, Blackstone's sector has rebounded strongly, with investment income reaching approximately US $4 billion.<img src=\"https://static.tigerbbs.com/7b48baf85e9d2f246cb26e37a04388d2\" tg-width=\"504\" tg-height=\"162\" referrerpolicy=\"no-referrer\">Among Blackstone's four major investment portfolios, real estate, private equity, hedge funds, and credit and insurance, in the first quarter of 2021, the growth rate of asset management scale of real estate and private equity segments was evenly matched. In Q1 of 2021, Blackstone's total private equity management scale was US $211.8 billion, a year-on-year increase of 21%; The total management scale of the real estate sector was US $196.3 billion, a year-on-year increase of 22%.At the same time, Blackstone's enthusiasm for sustainable capital remains undiminished. In terms of growth rate, the scale of Blackstone's sustainable capital far exceeds the total scale. In Q1 of 2021, Blackstone's sustainable capital scale reached US $149.1 billion, a year-on-year increase of 47%. The year-on-year growth rate of Blackstone's total assets was 20.6%.Holding nearly one trillion \"dry gunpowder\", it is expected to raise more than 100 billion US dollars in 2021Without any suspense, Blackstone held sufficient investment funds in his hands.The financial report shows that in Q1 2021, Blackstone's total Dry Powder (dry gunpowder) will be US $148.2 billion (approximately 962.6 billion yuan). Among them, the dry powder of the private equity sector was US $72.9 billion, and the real estate business was US $43.2 billion.<img src=\"https://static.tigerbbs.com/f11208c0e9b35e27507faa31769c2516\" tg-width=\"480\" tg-height=\"482\" referrerpolicy=\"no-referrer\">During the same period, Blackstone's capital inflow was $31.6 billion. The credit and insurance business has the largest cash inflow, followed by the real estate sector.From the perspective of investment data, Blackstone was active in the first quarter of 2021, deploying approximately US $18 billion (approximately 116.9 billion yuan) in the entire first quarter. In the private equity sector, Blackstone's external investment scale in the first quarter of 2021 was US $5.6 billion; In the real estate sector, this figure is $6.2 billion.In terms of investment performance, the performance of the private equity sector is particularly outstanding. According to the financial report, in the first quarter of 2021, the increase in investment from PE business and tactical opportunities both exceeded 15%. The opportunistic and core gain strategies under its real estate sector increased by 5.3% and 3.2% respectively.<img src=\"https://static.tigerbbs.com/1d2ba152746bc00c41bf1707ec518b7a\" tg-width=\"498\" tg-height=\"472\" referrerpolicy=\"no-referrer\">\"Overall, the company's outlook remains fairly optimistic, with total inflows close to or exceeding $100 billion for four consecutive years. In 2021, we are very confident that we will exceed $100 billion again. Investors, institutional retail investors and insurance companies are looking for Blackstone's products more than ever before.\" Jonathan Gray emphasized on the earnings call that Blackstone's fundraising momentum has brought it huge investment firepower.In November 2020, foreign media quoted sources as saying that Blackstone planned to launch a second Asian M&A fund, with a planned financing amount of approximately US $5 billion. The source also said that Blackstone has begun to introduce the new fund to investors, and if the market reacts satisfactorily in the coming months, Blackstone may expand the fund size.Continue to invest heavily in logistics real estate, \"We have never seen better fundamentals than this\"In the first quarter of 2021, Blackstone's investment focus is clear at a glance-heavy warehouse logistics real estate.At the beginning of 2021, Blackstone can't wait to acquire another logistics park in China, and the sale is 7 billion. On January 20, 2021, Blackstone announced that its Blackstone Real Estate Opportunity Fund has completed the acquisition of the largest urban logistics park in the Guangdong-Hong Kong-Macao Greater Bay Area from R&F Group, with a transaction amount of US $1.1 billion (approximately RMB 7.1 billion).Upon completion, Blackstone will hold 70% equity interest in the logistics park, a wholly-owned subsidiary of R&F Group<a href=\"https://laohu8.com/S/02777\">R&F Properties</a>Will hold the remaining 30% equity.Two months before this, Blackstone had just won two real estate logistics projects in China, namely the fourth building project of Shanghai Xiangyi Garden Phase III under Sunac and the R&F Integrated Logistics Park of Guangzhou International Airport under R&F Properties.Then, in Asia, Blackstone set its investment sights on Japan in this field. In March 2021, Blackstone announced that it would acquire 8 hotels owned by Kintetsu Group Holdings (GHD), located in Kyoto City and Osaka City. The transaction is planned to be officially carried out on October 1 of that year.\"As the epidemic accident subsides, the medium and long-term hotel business will definitely recover, and now is the time to start buying.\" The person in charge of Blackstone believes.Regarding the main part of Blackstone's portfolio-the determination to lay out the logistics real estate field, Jonathan Gray bluntly said in the earnings conference call, \"I don't think we have ever seen better fundamentals than this.\"In Jonathan Gray's view, on the one hand, the logistics industry has always been very strong, and with the increase of employment opportunities, the number of renting families is also increasing; On the other hand, offices remain weak, retail is also facing challenges, and hotels are just beginning to recover. But what can be seen is that those sectors that have been hit hard in the COVID-19 pandemic are gradually beginning to rise.\"Asia is better, they are doing better. I think this economic dam is really starting to break as vaccines spread.\" Jonathan Gray said Blackstone would focus on sectors affected by COVID, such as entertainment and tourism. \"We think these sectors will rebound as restrictions ease.\"In addition, Jonathan Gray also revealed in the earnings conference call that in the next few weeks, Blackstone will plan to raise funds for the third phase of the Asian Real Estate Fund. \"We expect this funding to be at least as large as the previous $7 billion.\"\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/ZTTJ51Jr60Rq9qsLHwFOwA\">东四十条资本</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1809e27051e8cdce9de7de16a0c4b29c","relate_stocks":{"BX":"黑石"},"source_url":"https://mp.weixin.qq.com/s/ZTTJ51Jr60Rq9qsLHwFOwA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140976980","content_text":"2020年第一季度，黑石的业绩数据几乎可以称为“史上最差”。但2021年Q1，黑石战绩出色，同比扭亏为盈。\n\n6488亿美元，“华尔街之王”黑石集团的资产管理规模再一次创下纪录。\n2021年4月22日，黑石集团（下称“黑石”）发布了2021年第一季度财报。财报显示，截止该季度，黑石的管理资产总额（AUM）增至6488亿美元（约合42137亿人民币），同比增长21%，超过市场预期。\n其中，黑石集团永续资本AUM增幅明显。2021年Q1，黑石永续资本AUM达1491亿美元，较去年同期1011亿美元上涨47.5%。\n黑石董事长兼CEO苏世民表示：“我们继续履行为LP创造卓越回报的核心使命。我们的品牌正在推动强劲增长，在永久资本策略方面不断提升，并推动向更多经常性收益的重要转变。”\n手持充足弹药，黑石正在密集重仓亚洲。2021年初，黑石以11亿美元（约合71元）从富力集团收购粤港澳大湾区内最大的城市物流园区；近期，黑石又强势进军日本房地产，一口气吞下了日本8家酒店。\n2021年的黑石，依旧挥手即是风浪。\nQ1总营收达53亿美元，资产管理规模创纪录\n2020年第一季度，黑石的业绩数据几乎可以称为“史上最差”。但2021年Q1，黑石战绩出色，同比扭亏为盈。\n根据财报，2021年Q1，黑石总营收为52.99亿美元，2020年同期为-30.76亿美元；净利润为33.71亿美元，上年同期为-26.07亿美元。\n基于快速攀升的资产管理规模，黑石的管理/咨询费也在不断提升。2021年Q1，黑石的总AUM达到6488亿美元，其相应的管理/咨询费则增长至11.78亿美元，相比2020年第一季度的9.40亿美元增加了25%。\n黑石的投资收益依旧是其主力收入来源。2020年第一季度，受新冠疫情对资本市场冲击影响，黑石投资收益表现惨淡，亏损42亿美元。不过2021年Q1，黑石这一板块得到了强势反弹，投资收益约达40亿美元。\n\n在黑石旗下四大主要投资组合不动产、私募股权、对冲基金及信贷与保险中，2021年一季度，不动产与私募股权部分的资产管理规模增幅势均力敌。2021年Q1，黑石的私募股权管理总规模为2118亿美元，同比增长21%；不动产板块管理总规模为1963亿美元，同比增长22%。\n与此同时，黑石对于永续资本的热情依旧不减。从增速上看，黑石永续资本规模远超总规模。2021年Q1，黑石永续资本规模达到了1491亿美元，同比增长47%。而黑石资产总规模的同比增速则为20.6%。\n手持近万亿“干火药”，2021有望融资超1000亿美元\n毫无悬念，黑石手中握着充足的可投资资金。\n财报显示，2021年Q1，黑石的全部Dry Powder（干火药）为1482亿美元（约合9626亿人民币）。其中，私募股权板块的干火药为729亿美元，不动产业务则为432亿美元。\n\n同时期内，黑石的资金流入为316亿美元。信贷与保险业务流入现金最多，其次则为不动产板块。\n从投资数据来看，黑石2021年第一季度出手积极，整个一季度对外部署了约180亿美元（约合1169亿人民币）。在私募股权板块，黑石2021年第一季度对外投资规模为56亿美元；在不动产板块，这个数字则为62亿美元。\n在投资表现上，私募股权板块业绩尤其突出。根据财报，2021年第一季度，来自PE业务及战术机会投资的涨幅均超过了15%。其不动产板块下的机会型与与核心增益型策略涨幅分别为5.3%及3.2%。\n\n“总的来说，公司前景依然相当乐观，连续四年资金流入总额接近或超过1000亿美元。2021年，我们非常有信心再次超过1000亿美元。投资者、机构散户和保险比以往任何时候都希望获得黑石的产品。”Jonathan Gray在财报电话会上强调，黑石的筹款势头给其带来了巨大的投资火力。\n2020年11月，有外媒引述消息人士称，黑石计划推出第二个亚洲并购基金，拟定筹资额约为50亿美元。该消息人士还表示，黑石已经开始向投资者推介该新基金，如果未来数月市场反应理想，黑石可能还会扩大基金规模。\n持续重仓物流地产，“我们从未见过比这更好的基本面”\n2021年第一季度，黑石的投资发力点一目了然——重仓物流地产。\n2021年开年，黑石就迫不及待地在中国收购又一家物流园区，并且一出手就是70亿。2021年1月20日，黑石宣布旗下黑石房地产机会型基金已经完成从富力集团收购粤港澳大湾区内最大的城市物流园区一案，交易金额为11亿美元（约合人民币71亿元）。\n完成后，黑石将持有该物流园区70%的股权，富力集团的全资子公司富力地产将持有剩余的30%股权。\n而在这之前的2个月，黑石刚刚大手笔拿下了中国两家地产物流项目，分别为融创旗下上海香溢花园三期第四栋项目以及富力地产旗下广州国际机场富力综合物流园。\n紧接着，在亚洲地区，黑石又将这一领域的投资目光瞄向了日本。2021年3月，黑石宣布将收购近铁集团控股公司（GHD）旗下的8家酒店，分别位于京都市和大阪市等地，该交易计划在当年10月1日正式进行。\n“随着疫情事故的平息，中长期酒店事业一定会恢复，现在则是开始购买的时机。”黑石负责人认为。\n对于黑石投资组合的主要部分——物流地产领域的布局决心，Jonathan Gray在财报电话会上直言，“我认为我们从未见过比这更好的基本面。”\n在Jonathan Gray看来，一方面，物流行业一直都很强大，随着就业机会的增加，租房家庭的数量也在不断增加；另一方面，写字楼依然疲软，零售业也面临挑战，酒店刚刚开始复苏。但可以看到的是，那些在新冠疫情中倍受冲击的板块逐渐开始崛起。\n“亚洲更好，他们做的更好。我认为，随着疫苗的传播，这座经济大坝真的开始决裂。”Jonathan Gray表示，黑石会重点关注受COVID影响的行业，如娱乐业和旅游业。“我们认为这些行业将随着限制的放松而反弹。”\n另外，Jonathan Gray还在财报电话会上透露，在接下来的几周里，黑石将计划为亚洲地产三期基金进行融资。“我们预计这次的融资规模至少与之前的70亿美元一样大。”","news_type":1,"symbols_score_info":{"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":3415,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}