Dubai Aerospace and Blackstone Launch $1.6 Billion Investment Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy BX?
Dubai Aerospace Enterprise and Blackstone Credit & Insurance announced an agreement to partner to launch a new long-term global investment program that will be branded "Equator" and will invest in aircraft on lease to commercial airlines, with a target deployment of approximately US$1.6 billion annually. Equator will build a diversified portfolio of commercial aircraft on lease to leading airlines around the world. DAE will source the assets from third parties and DAE's Aircraft Investor Services group will manage the assets owned by Equator. "Blackstone's scaled and flexible capital provides a strong foundation to grow our third-party fleet management franchise," said Firoz Tarapore, Chief Executive Officer of DAE. He added, "Our fleet size, global customer and counterparty reach, and dedicated client support team makes DAE uniquely positioned to support Equator's long-term success. We are excited to execute on these targets, marrying our expertise with BXCI's investing prowess to build a meaningful portfolio of aircraft for Equator."
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 116.900
Low
166.00
Averages
176.60
High
205.00
Current: 116.900
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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Acquisition Announcement: Blackstone has announced a $2 billion acquisition of a data center firm, highlighting its investment strategy in technology infrastructure.
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See More
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- Strategic Investment: By acquiring a significant minority stake in Rowan Digital Infrastructure to support hyperscale data center projects, Blackstone not only opens new investment avenues but also strengthens its influence in the data center sector.
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- Long-Term Growth Potential: With the Digital Infrastructure Trust and Equator platforms, Blackstone can allocate capital into data centers and aviation assets, expected to drive future earnings growth, although high debt levels and market volatility remain areas of concern.
See More
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- Blind Pool Structure: Currently classified as a 'blind pool' since it has not yet acquired any data center assets, the company plans to trade under the BXDC ticker, reflecting uncertainty and potential risks in its market entry.
- Management Background: The trust will be externally managed by BX REIT, an affiliate of Blackstone, which is the world's largest commercial real estate owner managing $1.3 trillion in assets, showcasing its strong management capabilities and market influence.
- Market Opportunity: Blackstone estimates a substantial investment opportunity in the data center market, with a projected $1 trillion total addressable stabilized market over the next five years, particularly in top data center markets with strong supply-demand dynamics.
See More
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See More
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- Underwriting Team: The IPO will be led by Goldman Sachs, Citigroup, and Morgan Stanley, reflecting strong market confidence in Blackstone while providing robust underwriting support for investors.
- Marketing Launch: According to insiders, Blackstone is set to begin marketing the IPO this month, indicating a keen awareness of market timing that could expedite capital raising efforts.
- Investor Engagement: Blackstone has approached sovereign wealth funds and other institutional investors for initial investments, which not only helps ensure the IPO's success but may also lay a financial foundation for future acquisition activities.
See More
