瑞银集团最新研究报告将黑石抵押信托（BXMT）目标股价从19.50美元调升至20.00美元。此次评级调整发生在全球商业地产市场持续复苏背景下——随着美联储降息预期升温，房地产投资信托基金正重获投资者青睐。
分析师指出，黑石抵押信托凭借其多元化商业地产抵押贷款组合展现强劲韧性。该公司近期成功完成数笔优质资产的债务再融资，其贷款组合中浮动利率产品占比达83%，在利率下行周期中具备显著优势。值得注意的是，本次目标价上调幅度虽仅2.6%，但已是该机构年内第二次调升预期，显示其对BXMT持续改善的资产质量和盈利能力的认可。
市场观察人士认为，商业地产抵押贷款REITs板块近期持续获得资金流入，主要机构投资者正重新配置该类资产。黑石抵押信托最新季度报告显示，其贷款价值比率维持在审慎的64%水平，逾期贷款比例较行业均值低1.8个百分点，这些关键指标为股价上行提供了基本面支撑。
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