Blackstone Mortgage Trust (BXMT) reported a net loss of $81.2 million in the second quarter of 2026, but its executives were optimistic during a Thursday morning earnings call about turning its portfolio around. That would include the sale of a Hyatt hotel in San Francisco and most of its office loan portfolio. The move is part of BXMT’s new strategy to diversify its $20 billion total investment portfolio over the coming years, including its $17 billion loan portfolio, Johnson said. During the second quarter, BXMT closed $1.4 billion in investments across multiple strategies, and originated $1.1 billion in loans, mostly secured by residential and industrial properties. The REIT’s second-quarter total net revenue finished at $158.1 million, a slight drop from $159.4 million during the first quarter but an increase from $133.6 million during the second quarter of 2025.