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Blackstone research.

Research published by Blackstone, indexed and attributed by Global Real Estate Intelligence. We summarise briefly, credit the source, and link to the original.

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Blackstonereport

Hard Assets in a Changing World

A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.

AlternativesData CentersIndustrial & LogisticsGlobalU.S. National
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Blackstonereport

Market Views: Dealmaking, Disruption, and Real Estate's Recovery

Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.

Capital MarketsIndustrial & LogisticsOfficeGlobalU.S. National
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Blackstonereport

Real Estate Enters the Next Phase of the Cycle

Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.

Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National
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Blackstonereport

2026 Investment Perspectives

The Office of the CIO outlook highlights macro events on the horizon in 2026, including Federal Reserve leadership changes, tariffs and US trade policy uncertainty, and the US midterm elections. The views draw on insights from more than 270 portfolio companies and roughly 13,000 real estate assets.

Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National
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Blackstonenews

Market Views: A Note of Optimism for 2025

Blackstone President and COO Jon Gray argues the conditions are in place for a strong dealmaking environment in 2025, including in real estate, which he sees continuing on a path of recovery alongside infrastructure investment opportunities.

Capital MarketsEconomyGlobalU.S. National
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Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Blackstone’s work remain with Blackstone; we link to the original.