Blackstone Mortgage Trust: Various Dislocations Might Materialize In Late 2025

Group 1 - The mortgage market is experiencing significant activity, with rates at a critical juncture, as evidenced by Blackstone Mortgage Trust, Inc.'s month-over-month performance [1] - There are notable dislocations between the market value of Blackstone Mortgage Trust and its fundamental performance, indicating potential investment opportunities [1] Group 2 - Pearl Gray is an independent market research firm that specializes in systematic analysis of bonds, investment funds, and REITs, primarily focusing on the financial and real estate sectors [1] - The mission of Pearl Gray is to discover actionable total return ideas by integrating rigorous academic theories with practical experience and common sense [1]