Credit Risk OutlookThe company is signaling a more favorable outlook and tighter range of credit risk outcomes, given better trends in CRE markets.
Earnings ImprovementThe stock has been upgraded to Outperform due to expectations of earnings improvement.
Liquidity And Loan ResolutionsRepayments likely to remain high, coupled with over $1B of anticipated non-performing loan resolutions, should provide Blackstone Mortgage Trust with ample liquidity to deploy.