UBS raised its price target and increased its earnings and dividend estimates on Blackstone Mortgage (BXMT) following its "homerun" acquisition of the commercial loan portfolio from GE Capital Real Estate (GE). The firm sees the acquisition as a one-of-a-kind opportunity to double the size of Blackstone Mortgage's portfolio. For GE, the firm notes the move would be value creative as the company will exit the transaction with enough related capital release to fully offset lost earnings through a stock buyback. UBS reiterated a Buy rating on Blackstone Mortgage and raised its price target to $34 from $31. The firm raised its price target on GE to $32 from $30 and kept a Buy rating on shares.