Equity Real Estate Investment Trusts (REITs)

Blackstone Digital Infrastructure Trust

Citigroup Initiates Coverage on Blackstone Digital Infrastructure REIT, Rates Neutral with $23 Target

Blackstone Fiscal Holdings III Acquires $189.74M Stake in Blackstone Digital Infrastructure Trust

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BXDC

Wall Street analysts are split on Blackstone Digital Infrastructure Trust (BXDC), with RBC, Wells Fargo, and Deutsche Bank assigning Buy ratings due to first-mover advantage in a growing market, while J.P. Morgan, BofA, and Citi recommend Hold or Neutral, citing valuation premiums to NAV and pre-acquisition uncertainty. BXDC stock rose 2.8% following the IPO.

Blackstone

Wall Street split between buy and hold on Blackstone Digital Infrastructure

Blackstone Digital Infrastructure (BXDC), a newly public REIT, is actively acquiring high-quality data centers in tier 1 markets from investment-grade hyperscalers. Unlike competitors, BXDC does not build facilities but focuses on long-term leases (10-20 years) for stability. The company targets ~6% cap rates with an intrinsic return of ~9%, offering a ~4% dividend yield. CEO Nick Pell and CFO Tony Marone emphasize the strategy's low risk, strong shareholder alignment, and significant growth potential compared to net lease REITs.

Blackstone Digital Infrastructure on a spree to buy high-quality data centers in tier 1 markets

NFRA

PAVE

IFRA

Stephen A. Schwarzman disclosed a 9.4% stake in Blackstone Digital Infrastructure Trust Inc. via a Schedule 13D filing. This stake is linked to the company's upcoming IPO and reflects potential influence over strategy and governance. Schwarzman, along with Blackstone affiliates, intends to remain active in reviewing the company and may consider significant actions, including mergers or reorganizations.

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Stephen A. Schwarzman Discloses 9.4% Stake in Blackstone Digital Infrastructure Trust

Blackstone Digital Infrastructure Trust Announces Full Exercise and Closing of Underwriters Option to Purchase Additional Shares in Initial Public Offering | BX Stock News

StockTitan

Blackstone Digital Infrastructure Trust Announces Full Exercise and Closing of Underwriters Option to Purchase Additional Shares in Initial Public Offering | BX Stock News

Blackstone Digital Infrastructure Trust(BXDC.US)

Wall Street split between buy and hold on Blackstone Digital Infrastructure

Blackstone Digital Infrastructure on a spree to buy high-quality data centers in tier 1 markets

Stephen A. Schwarzman Discloses 9.4% Stake in Blackstone Digital Infrastructure Trust

Blackstone Digital Infrastructure Trust Announces Full Exercise and Closing of Underwriters Option to Purchase Additional Shares in Initial Public Offering | BX Stock News