????黑石集團 (Blackstone Group) 日前公布了上市四年以來業(yè)績最好的一份季報。這已是該公司連續(xù)第二個季度有如此出色的表現(xiàn)。

????2011年第1季度實現(xiàn)“經(jīng)濟凈利潤”總量5.68億美元，較2010年第4季度的5.13億美元和2010年第1季度的3.60億美元分別增長10.7%和58%。調(diào)整后每股經(jīng)濟凈利潤為0.51美元，高于分析師預(yù)測的0.41美元。管理資產(chǎn)規(guī)模從2010年第4季度的1,095 億美元增至1,240億美元。

????2011年第1季度，黑石集團私募股權(quán)部門的資產(chǎn)規(guī)模增長4.9%。第五期私募股權(quán)基金B(yǎng)CP的正式投資期已于1月份結(jié)束，但關(guān)于第六期私募股權(quán)基金B(yǎng)CP是否已最終完成投資仍未有確切說法(兩個月前時還未結(jié)束)。截至3月31日，私募股權(quán)部門有169億美元可投資資金。

????房地產(chǎn)部門的表現(xiàn)強于私募股權(quán)部門，但其可投資資金相對較少。預(yù)計這種情況將很快得到改變，因為黑石正在募集一支100億美元的房地產(chǎn)基金。

????根據(jù)另外一份黑石集團報告，集團慈善基金會將在美國北卡羅來納州研究三角園(Research Triangle Park)資助一個新的創(chuàng)業(yè)計劃。目前尚不知細(xì)節(jié)，但本周會在北卡羅來納州達(dá)勒姆的一個大活動上正式宣布。這對于北卡羅來納州是一大好消息，但我懷疑黑石集團這樣做是否會讓研究三角園的初創(chuàng)企業(yè)在獲取風(fēng)險資本的過程中遇到障礙：從舊金山到北卡羅來納州首府羅利根本就沒有直航航班……

????The Blackstone Group (BX) this morning reported its best quarterly earnings since going public four years ago. Second straight quarter they've done that.

????The headline number is $568 million in "economic net income," up 10.7% from $513 million in Q4 2010 and 58% from $360 million in Q1 2010. Adjusted ENI was 51 cents per share, above analyst forecasts of 41 cents per share. Fee-earning assets under management grew from $109.5 billion in Q4 to $124 billion.

????In the private equity group, underlying assets appreciated 4.9% during the quarter. The official investment period for BCP V closed in January, although still no word on if BCP VI has held a final close (it hadn't as of two months ago). Overall, the PE group had $16.9 billion in dry powder as of March 31.

????Real estate outperformed private equity, but its dry powder is lower. Expect that to be rectified soon, since Blackstone is out raising a $10 billion real estate fund.

????In an unrelated Blackstone note, the firm's charitable foundation is underwriting a new entrepreneurship initiative in Research Triangle Park. Don't know details yet, but a formal announcement is being made at a big event next week in Durham. Great news for North Carolina, although I wonder if Blackstone can manage to create one of the major impediments to RTP startups from getting VC funding: The total lack of nonstop flights from SFO to RDU...