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Transaction Details

Company: Blackstone Mortgage Trust
Ticker:BXMT
Yahoo Beta:0.61
Industry:REIT - diversified

Company Description:  BXMT originates and purchases senior loans collateralized by properties in North America and Europe. The company qualifies as a real estate investment trust for federal income tax purposes.

Purchase Date:25 Nov 2015 Sale Date:22 Feb 2017
Purchase Price:$28.00 Sale Price:$30.60
  --Split Adjusted:$28.00  --Split Adjusted:$30.60
Shares Purchased:25 Shares Sold:25
  --Split Adjusted:25  --Split Adjusted:25
Transaction Fee:$6.95 Transaction Fee:$6.97
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$29.45 High$0.00
Date21 Sep 2015 Date01 Jan 1996
Low$27.00 Low$0.00
Date29 Sep 2015 Date01 Jan 1996
S&P (Purchase Date):$2,088.87 S&P (Sale Date):$2,361.28

Purchase
Timing:  We bought near the six month high.
Reason:  BXMT has a diverse array of properties that look poised to become more valuable in the future due to market trends.

Sale
Timing:  0
Reason:  Interest rates are projected to rise over the next six months, making REITs considerably less attractive. We trimmed our position by half.

S&P Gain: 13.04 % Annualized Gain: 11.16%
Stock Gain: 9.29 % Annualized Gain: 7.97%

Dividends:$77.50
Net Holding Return ($): $128.58
Net Holding Return (%): 18.19 %