Blackstone REIT Reports Strong NAV Growth and Major Data Center Investment
BSTT is trading near its 52-week low of $0.115 (13% above the low).
Summary
Blackstone Real Estate Income Trust (BREIT) reported a significant increase in its Net Asset Value (NAV) per share for December 2025, driven by substantial investments in data centers and overall portfolio performance.
Key Events · Financing and Capital Events · BSTT
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NAV Per Share Increased
BREIT's Class I NAV per share increased to $14.1339 as of December 31, 2025, up from $14.0148 in November 2025.
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Major Data Center Investment
The company deployed $5.8 billion into data center developments in 2025, a 96% increase year-over-year, with these projects 100% pre-leased and expected to generate $1.3 billion in incremental annual cash rental revenues.
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Total NAV Growth
Aggregate Net Asset Value (NAV) grew to $54.3 billion as of December 31, 2025, from $53.5 billion in the prior month.
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Investor Incentive Program Announced
BREIT introduced an incentive program offering an additional 1% of subscription amounts in shares for investments made between January 1, 2026, and April 1, 2026.
Analysis · BSTT · Real Estate & Construction
This prospectus supplement highlights positive developments for Blackstone Real Estate Income Trust (BREIT), a non-traded REIT. The company reported an increase in its Net Asset Value (NAV) per share to $14.13 for December 2025, reflecting strong portfolio performance. A key driver of this growth is the substantial deployment of $5.8 billion into data center developments through its QTS platform during 2025. These data centers are 100% pre-leased and are projected to generate $1.3 billion in incremental annual cash rental revenues, signaling significant future growth. Additionally, BREIT announced an Investor Incentive Program, offering an extra 1% in shares for new subscriptions, indicating continued efforts to attract capital for its ongoing $60 billion public offering. The company also noted that 100% of its 2025 distributions were characterized as return of capital for federal income tax purposes.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 36.3% of the 1065 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BSTT was trading at $0.13 on OTC in the Real Estate & Construction sector. The 52-week trading range was $0.12 to $0.13. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.