other material
confidence high
sentiment positive
materiality 0.75
BREIT Q2 2026: 10.3% trailing 12-month return, first positive net flow quarter in nearly 4 years
Blackstone Real Estate Income Trust, Inc.
- Class I shares returned 10.3% over trailing 12 months; June net return 1.1%, H1 2026 return 5.2%.
- Q2 2026 was first quarter of positive net flows in nearly four years; June marked fifth consecutive month of positive net flows.
- Portfolio ~90% concentrated in rental housing, industrial, data centers; QTS leasing up 50% YoY in Q2.
- Deployed $5.7B into pre-leased data center developments in H1 2026; QTS has $30B committed development pipeline.
- Industrial same-store leasing volume up 35% YoY; new leases signed at rents 44% above expiring levels.