Investor Presentaiton slide image

Investor Presentaiton

INVESTMENT RECORDS AS OF SEPTEMBER 30, 2022 (a) ($/€ in thousands, except where noted) BREP Int'l (Jan 2001 BREP Int'l II (Sep 2005 BREP Europe III (Jun 2008 BREP Europe IV (Sep 2013 Fund (Investment Period Beginning Date / Ending Date) Real Estate Pre-BREP BREPI (Sep 1994 / Oct 1996) BREP II (Oct 1996 / Mar 1999) BREP III (Apr 1999 / Apr 2003) BREP IV (Apr 2003 / Dec 2005) BREP V (Dec 2005 / Feb 2007) BREP VI (Feb 2007 / Aug 2011) BREP VII (Aug 2011 Apr 2015) BREP VIII (Apr 2015 / Jun 2019) BREP IX (Jun 2019 / Aug 2022) *BREP X (Aug 2022 / Feb 2028) Total Global BREP Sep 2005) Committed Capital Available Capital (b) Unrealized Investments Realized Investments Total Investments Net IRRS (d) Value MOIC (c) Value MOIC (c) Value MOIC (c) Realized Total $ 140,714 $ S n/a $ 380,708 n/a 345,190 1,327,708 2.5x 2.8x $ 345,190 2.5x 33% 33% 1,327,708 2.8x 40% 40% 1,198,339 n/a 2,531,614 2.1x 2,531,614 2.1x 19% 19% 1,522,708 n/a 3,330,406 2.4x 3,330,406 2.4x 21% 21% 2,198,694 23,471 n/a 4,640,501 1.7x 4,663,972 1.7x 12% 12% 5,539,418 7,046 n/a 11,060,444 550,439 253,813 1.7x 13,501,376 1,513,376 3,386,357 0.8x 13,450,289 27,511,017 27,989,427 16,592,910 2,298,180 14,936,814 1.6x 21,601,305 5,428,469 24,944,045 1.6x 21,372,021 7,643,491 2.3x 2.5x 2.4x 2.5x 13,457,335 2.3x 11% 11% 27,764,830 2.5x 13% 13% 31,375,784 2.0x 22% 15% 36,308,835 2.1x 28% 18% 2.2x 32,587,536 1.7x 67% 34% 26,542,960 26,320,364 209,582 0.9x n/a 209,582 0.9x n/a n/m $ 100,279,576 $ € 824,172 € 36,110,828 $ € 43,761,128 1.5x $ n/a € 110,141,664 1,373,170 2.4x $ 153,902,792 2.0x 18% 16% 2.1x € 1,373,170 2.1x 23% 23% Jun 2008) (e) Sep 2013) 1,629,748 n/a 2,583,032 1.8x 2,583,032 1.8x 8% 8% 3,205,318 437,071 251,497 0.5x 5,811,684 2.4x 6,063,181 2.0x 19% 14% Dec 2016) 6,673,049 1,473,527 1,728,575 1.2x 9,747,521 2.0x 11,476,096 1.8x 20% 13% BREP Europe V (Dec 2016 Oct 2019) 7,965,078 1,430,203 5,708,266 1.1x 6,537,218 4.0x 12,245,484 1.8x 43% 13% *BREP Europe VI (Oct 2019 Apr 2025) 9,925,135 6,426,505 4,626,528 1.2x 3,273,739 2.6x 7,900,267 1.6x 75% 24% Total BREP Europe BREP Asia I (Jun 2013 Dec 2017) BREP Asia II (Dec 2017 Mar 2022) *BREP Asia III (Mar 2022 Sep 2027) € 30,222,500 € 9,767,306 € 12,314,866 1.1x € 29,326,364 2.4x € 41,641,230 1.8x 17% 13% $ 4,263,411 $ 897,775 $ 2,212,848 7,369,945 1,627,900 7,256,313 1.4x $ 1.3x 6,316,167 818,696 2.1x $ 8,529,015 1.8x 20% 13% 1.8x 8,075,009 1.3x 43% 8% 8,068,957 7,285,192 694,806 0.9x n/a 694,806 0.9x n/a n/m BREP Co-Investment (f) Total BREP *BREDS High-Yield (Various) (g) Private Equity Corporate Private Equity BCPI (Oct 1987 / Oct 1993) 7,208,136 163,184,517 $ 19,981,503 37,995 55,533,602 5,176,958 951,100 2.3x $ 69,004,146 5,398,871 1.4x $ 1.0x 15,043,270 168,186,629 16,644,956 2.2x 2.4x $ 1.3x 15,994,370 2.2x 16% 16% 237,190,775 22,043,826 1.9x 17% 16% 1.2x 10% 9% BCP II (Oct 1993 / Aug 1997) BCP III (Aug 1997 / Nov 2002) BCOM (Jun 2000 Jun 2006) BCP IV (Nov 2002 Dec 2005) BCP V (Dec 2005 / Jan 2011) BCP VI (Jan 2011 May 2016) BCP VII (May 2016 / Feb 2020) *BCP VIII (Feb 2020 Feb 2026) BCP IX (TBD) Energy (Aug 2011 Feb 2015) Energy II (Feb 2015 Feb 2020) *Energy III (Feb 2020 / Feb 2026) BCP Asia (Dec 2017 Sep 2021) *BCP Asia II (Sep 2021 Sep 2027) Core Private Equity I (Jan 2017 Mar 2021) (h) *Core Private Equity II (Mar 2021 Mar 2026) (h) Total Corporate Private Equity $ 859,081 $ $ n/a $ 1,361,100 n/a 1,741,738 3,256,819 3,967,422 n/a 9,184,688 2.6x $ 2.5x 2.3x 1,741,738 2.6x 19% 19% 3,256,819 2.5x 32% 32% 9,184,688 2.3x 14% 14% 2,137,330 24,575 14,208 n/a 2,953,649 1.4x 2,967,857 1.4x 6% 6% 6,773,182 157,644 136,355 1.2x 21,479,599 2.9x 21,615,954 2.8x 36% 36% 21,009,112 1,035,259 115,599 7.8x 38,427,169 1.9x 38,542,768 1.9x 8% 8% 15,195,537 1,158,107 7,117,830 1.9x 24,467,594 2.2x 31,585,424 2.1x 16% 12% 18,860,928 1,612,486 21,198,399 1.6x 10,590,931 2.4x 31,789,330 1.8x 34% 14% 25,432,016 14,722,928 13,633,546 1.3x 573,328 3.0x 14,206,874 1.3x n/m 18% 14,411,850 14,411,850 n/a n/a n/a n/a n/a 2,441,558 142,138 661,369 1.7x 3,999,633 2.0x 4,661,002 1.9x 17% 12% 4,938,719 847,680 4,865,944 1.7x 2,104,834 1.2x 6,970,778 1.5x 1% 8% 4,338,099 2,114,159 2,918,920 1.5x 533,929 2.8x 3,452,849 1.6x 66% 38% 2,452,208 663,800 2,882,092 1.8x 1,404,049 4.8x 4,286,141 2.2x 97% 34% 6,554,832 6,462,967 (3,277) n/a n/a (3,277) n/a n/a n/a 4,764,469 1,093,991 $ 8,189,963 143,687,406 $ 5,720,136 50,167,720 $ 7,927,971 2,516,238 63,985,194 2.1x 1.0x 1.6x $ 2,260,394 9,592 122,987,946 4.1x 10,188,365 2.3x 55% 24% n/a 2,525,830 1.0x n/a 2% 2.2x $ 186,973,140 1.9x 16% 15% Notes on page 21. BREP - Blackstone Real Estate Partners, BREDS Blackstone Real Estate Debt Strategies, BCP - Blackstone Capital Partners, BCOM - Blackstone Communications. * Represents funds that are currently in their investment period. Blackstone 19
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