The Best REIT And BDC To Own If Things Get Rougher From Here

The market is a precarious place to invest right now, given where valuations and risks sit. I discuss the REIT and BDC that are best positioned to weather a major downturn from a qualitative and quantitative standpoint. I also discuss the risks involved.

Seeking Alpha • 10 hours ago

Blackstone Secured Lending Fund (BXSL) Crossed Above the 200-Day Moving Average: What That Means for Investors

From a technical perspective, Blackstone Secured Lending Fund (BXSL) is looking like an interesting pick, as it just reached a key level of support. BXSL recently overtook the 200-day moving average, and this suggests a long-term bullish trend.

Zacks Investment Research • Aug 25, 2026

The BDC Asymmetry That Nobody Prices In

Business Development Companies (BDCs) offer high yields but carry significant, often overlooked risks tied to their underlying leveraged loan portfolios. Negative asymmetry in BDCs arises from management fee structures, which erode upside while exposing investors to nearly all downside, justifying persistent NAV discounts. Investors frequently misjudge BDC discounts, expecting P/NAV convergence, but structural risks and poor track records often warrant these discounts.

Seeking Alpha • Aug 17, 2026

2 BDCs To Sell Before The Dividend Cuts Land

The lion's share of BDC players has cut their dividends in the past 12-month period (especially, if we count in supplemental payments). For most BDCs that haven't done that yet, it is only a matter of time before they arrive at such a decision. Among these BDCs, we can also find so-called blue-chip BDCs that some investors view as truly durable income compounders.

Seeking Alpha • Aug 16, 2026

Blackstone Secured Lending: The Dividend Cut I've Been Expecting Is Coming, Management Just Telegraphed It

Blackstone Secured Lending faces near-term headwinds, with sequential declines in earnings and dividend coverage falling below 100% for the first time in 28 quarters. Management signaled an imminent dividend cut, likely reducing the payout to $0.66–$0.70 per share to align with long-term earnings trends and lower base rates. Despite credit deterioration and a declining NAV, BXSL's 12%+ yield and 4% NAV discount remain attractive for income-focused investors seeking stable BDC exposure.

Seeking Alpha • Aug 13, 2026

Blackstone Secured Lending: Discount To NAV And A Dip In Non-Accruals

Blackstone Secured Lending Fund has seen NAV per share decline for five consecutive quarters, with the stock trading at a 4% NAV discount. BXSL's portfolio yield stabilized at 9.4%, but portfolio size shrank due to slower originations and higher repayments, pressuring investment income. Non-accrual rates improved sequentially, with Medallia's restructuring set to further reduce non-accruals, with software exposure at 19%.

Seeking Alpha • Aug 9, 2026

Blackstone Secured Lending Fund Q2 Earnings Call Highlights

Blackstone Secured Lending Fund NYSE: BXSL reported second-quarter net investment income of $174 million, or $0.75 per share, below its $0.77 per-share quarterly dividend. The business development company said it will use previously retained earnings as a temporary bridge while it transitions its dividend toward a level more aligned with its longer-term earnings profile.

MarketBeat • Aug 8, 2026

Blackstone Secured Lending Fund. (BXSL) Q2 2026 Earnings Call Transcript

Blackstone Secured Lending Fund. (BXSL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Blackstone Secured Lending Fund Reports Second-Quarter 2026 Results

NEW YORK--(BUSINESS WIRE)--Blackstone Secured Lending Fund (NYSE: BXSL or the “Company”) today reported its second-quarter 2026 results. Brad Marshall, Chief Executive Officer of Blackstone Secured Lending Fund, said, “BXSL reported healthy second-quarter earnings with no new assets placed on non-accrual. During the quarter, new investment activity exceeded $300 million, while repayments increased to over $700 million. Our portfolio, which is primarily composed of first-lien senior secured debt.

Business Wire • Aug 6, 2026

Blackstone Secured Lending Fund (BXSL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Blackstone Secured Lending Fund (BXSL) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Aug 6, 2026