刚刚 ,“贝莱德”又买了！这次是家“私募不动产投资机构”! | IIR

机构投资者评论2025-07-07

机构投资者评论Institutional Investor Review：资本向善专业求真有温度有态度出品 | 机构投资者评论IIR尊重原创，抵制洗稿，违者必究转载授权、商务合作等请联系后台IIR防丢失备用公众号：IIR_Backup继今年7月1日刚刚宣布已完成对信贷领域另类投资公司“HPS”的收购后，刚刚，AUM已达近11.6万亿美元（截至2025年一季度末，引自贝莱德Q1季报数据）的“...

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This time it is a \"private equity real estate investment institution\"! IIR","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLK":1},"content_text":"机构投资者评论Institutional Investor Review：资本向善 专业求真 有温度 有态度出品 | 机构投资者评论IIR尊重原创，抵制洗稿，违者必究转载授权、商务合作等请联系后台IIR防丢失备用公众号：IIR_Backup继今年7月1日刚刚宣布已完成对信贷领域另类投资公司“HPS”的收购后，刚刚，AUM已达近11.6万亿美元（截至2025年一季度末，引自贝莱德Q1季报数据）的“贝莱德”（BlackRock）又宣布一项收购，这次是一家私募股权不动产投资公司——“ElmTree Funds”(以下简称“ElmTree”)。刚刚 ,“贝莱德”进军“另类市场”再下一子 : 120亿美金收购“信贷投资公司HPS”! | IIR经IIR综合整理，“ElmTree”成立于2011年（前身Equity Capital Management 于2003年成立），是一家主要聚焦工业领域的商业净租赁不动产投资公司。截至2025年一季度末，“ElmTree”管理的总资产规模为73亿美元，在美31个 州投资了122处物业。此次公告中，贝莱德并未披露收购“ElmTree”具体的交易对价，不过其介绍到道，此次交易的前期对价将主要以股票形式支付，根据“ElmTree”未来五年的表现，可能还会支付额外对价。交易预计将在2025年第三季度完成，交易完成后，“ElmTree”将被整合到贝莱德合并“HPS”而创建的新平台“Private Financing Solutions”（“PFS”）中，“PFS”将是一个拥有 1900 亿美元客户资产的综合私募信贷系列，以及一个向客户提供公共及私募收益解决方案的平台。整合“ElmTree”后，贝莱德的这个“PFS”新平台，将能够扩展出不动产领域的新产品，且可以作为业主运营商，扩展至新市场。去年12月，贝莱德宣布以价值约120亿美元的全股票交易，100%收购AUM约1480亿美元的“HPS”的业务和资产，这是继去年年初贝莱德125亿美元收购AUM超1000亿美元的基础设施投资公司GIP（去年Q4完成收购）、去年7月25.5亿（彼时约合32亿美元）英镑宣布全现金收购私募市场数据商 Preqin（交易尚未完成）后的又一次在另类投资/私募投资市场的大手笔。总计代价近280亿美元的收购，已经让贝莱德去年全年的资金净流入，达到创纪录的6,410亿美元——这个单年资金的净流入规模，已远超众多头部另类资产管理公司奋斗几十年的总AUM体量；而贝莱德董事长、CEO 芬克（Laurence D. Fink）在今年年初发布2024全年财务业绩时表示，2024年是贝莱德围绕客户服务、技术及规模进行战略收购的里程碑式的一年，收购GIP、HPS 和 Preqin，将显著扩大和增强贝莱德在私募投资市场的投资能力和数据能力。此次收购“ElmTree”后，贝莱德旗下已具备基础设施、私募信贷、不动产以及专业数据平台等另类投资/私募投资领域的核心业务平台，而目前，收购 GIP、HPS、ElmTree和 Preqin 的成果目前还尚未体现。一方面，贝莱德目前存量私募投资市场产品的规模，在贝莱德总体AUM中的占比仅仅只有2%（贝莱德一半以上（53%）是股票产品）；另一方面，HPS、ElmTree的另类资产管理规模，如今也尚未体现在贝莱德近11.6万亿美元的资产管理规模里，预计应在今年的Q3及Q4财报中体现。IIR视频号：回复关键字“转载”获取转载须知去年“贝莱德”净流入的资金“顶一个KKR”“贝莱德 Blackrock”232.6亿元收购私募市场数据商“Preqin”贝莱德报告 :“私募投资”的辉煌还在“后面”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549556399","isCrawlerRequest":true}