The Motley Fool

JUNE 22, 2024

It is also easy to re-tenant a well-located asset if there's a vacancy. That said, the size of the REIT is also important, given that it owns far fewer properties than industry giant Realty Income, which has a portfolio of 15,400 assets. That means it can bid on assets aggressively and still make profitable investments.

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The Motley Fool

OCTOBER 26, 2024

The key is that the property, be it a retail location, a factory, or a warehouse, is a vital asset to the company's business. So a net lease allows it to effectively retain control of the asset even while it raises the money it needs. It wants to make sure that the property is maintained to high standards.

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The Motley Fool

JULY 26, 2024

During the next couple of years, the Fed raised its federal funds rate from nearly 0% to 5.25% -- a rate not seen since 2007. As a result, interest rates rose across assets like high-yield savings accounts, certificates of deposits, and other interest-rate-linked assets, making them more appealing investments.

Banks 245

Banks Venture Capital Financial Services Assets 245

The Motley Fool

JANUARY 19, 2025

The 2024 Trustees Report also estimates the Old-Age and Survivors Insurance Trust Fund (OASI) will deplete its asset reserves by 2033. If the OASI's asset reserves are depleted, retired workers and survivor beneficiaries would see their monthly Social Security checks reduced by up to 21%. For example, the U.S.

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Taxes Legal Assets Funds 246

The Motley Fool

NOVEMBER 20, 2024

No later than 45 days following the end to a quarter, institutional investors with $100 million (or more) in assets under management are required to file Form 13F with the Securities and Exchange Commission. Another 13F that's of high interest to investors is that of Scion Asset Management's Dr. Michael Burry. the third quarter).

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Asset Management Financial Institutions Stakes Assets 245

Private Equity Wire

AUGUST 22, 2024

Asset managers must shift their focus to private markets if they want to remain competitive, according to a new report from Bain & Co, with the consultancy firm warning that traditional models centred on public markets are becoming outdated, according to a report by Bloomberg.

Asset Management 97

Asset Management Assets Investing Consultants 97

The Motley Fool

AUGUST 28, 2023

The renewable energy producer has grown its earnings brisky by acquiring and developing income-producing renewable energy assets. average annual return since its initial public offering in 2007. That has given it the power to increase its above-average dividend (currently yielding 4.7%) at a 6% compound annual rate.

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Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

JULY 23, 2024

Microsoft: 34% asset allocation Microsoft is the largest software vendor and second-largest cloud infrastructure and platform services (CIPS) provider. Waste Management: 16% asset allocation Waste Management is the largest provider of waste collection and disposal services in North America as measured by revenue.

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Investing Education Assets Accounting 245

The Motley Fool

FEBRUARY 7, 2024

This includes teaching them how to invest wisely in various assets, such as stocks, bonds, and fixed-income securities. You want a fund that is stable over time, has a low expense ratio, a good yield, and high-quality assets. A key skill that parents should impart to their children is financial literacy.

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Portfolios Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

AUGUST 5, 2024

But it was the bank's largest rate hike since 2007, and currency traders took note of the implications. Given that there was an enormous amount of money involved in this particular carry trade, the unwinding is having massive effects in markets around the world as investors sell stocks and other assets in order to repay those loans.

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Banks Assets Accounting Investors 246

The Motley Fool

SEPTEMBER 13, 2024

He first purchased shares in 2007, just before the financial crisis of 2008. One thing is for certain: There is one stock that Buffett consistently loves to buy and still does, despite being a net seller of assets for some time now. 2 spot behind only Apple. It could be a mixture of all of the above.

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Banks Shareholders Stakes Taxes 246

The Motley Fool

MAY 4, 2024

The company operates over 50,000 miles of pipeline (along with other midstream energy assets), raking in money each month regardless of commodity price fluctuations. Even during tough times such as the Great Recession of late 2007 through mid-2009 and the COVID-19 pandemic, the company's cash flow remained remarkably resilient.

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Enterprise Values Prospects Assets Returns 242

The Motley Fool

OCTOBER 1, 2024

Its cash flow has also been resilient through the years even during the financial crisis of 2007 and 2008, the oil price collapse of 2015 through 2017, and the COVID-19 pandemic in 2020 and 2021. The demand for Enterprise's pipelines and other midstream assets should remain strong.

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Prospects Capital Assets Returns 241

The Motley Fool

NOVEMBER 28, 2023

Though the odds are definitely against short-sellers and bearish investors making boatloads of money on Wall Street, a few high-profile success stories stand out -- perhaps none more so than that of Michael Burry, the Chief Investment Officer of Scion Asset Management. economic growth.

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Investors Asset Management Assets Banks 231

The Motley Fool

JANUARY 1, 2024

RBC Global Asset Management thinks there's a 70% chance of a recession in the first half of the year. 2007-June 2009 (56.8%) Feb. As a result of these and other factors, many economists now predict that the U.S. will be able to avoid a recession in the new year. But not all of them. UBS predicts a midyear recession. 1961 (5.2%) Dec.

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The Motley Fool

OCTOBER 5, 2024

If you retire with considerable assets, there are also potential tax benefits to delaying your Social Security payments until age 70. The early years of retirement are an excellent opportunity to position retirement assets to reduce your taxable income over the long run, through strategies like Roth conversions and taking capital gains.

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Taxes Assets Capital 246

The Motley Fool

NOVEMBER 26, 2024

Gates has donated much of his wealth to the foundation over the past 25 years, and he plans to contribute almost the entirety of his assets to charitable causes over the course of his life. That's the first time Gates has reduced his position in the stock since 2007. Gates isn't alone in his pledge to give away his wealth.

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Portfolios Investing Enterprise Values Amortization 245

The Motley Fool

DECEMBER 24, 2023

After the financial crisis in 2008 and 2009, it took the S&P 500 until March 2013 to surpass its old high from 2007 and hit new record levels. However, look critically at your asset allocation. Some investors suggested that after such an impressive recovery, it would be smart to take some money off the table.

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Investing Assets Stock Market Stock Market 246

The Motley Fool

AUGUST 4, 2023

Both companies were founded around the same time, in 2007 to 2009, as disruptors of massive industries made possible by the smartphone. In many ways, Uber (NYSE: UBER) and Airbnb (NASDAQ: ABNB) are mirror images of each other.

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Initial Public Offering Amortization Depreciation Earnings Before Interest 246

The Motley Fool

AUGUST 29, 2023

If you did not sell any of your retirement account assets that were down at the end of 2022, you did not actually lose any money yet in reality -- you only lost it on paper. The stock market cannot go up all the time (if it did, there would be a lot more millionaires and billionaires). It naturally goes through cycles.

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Accounting Taxes Stock Market Stock Market 246

Private Equity Wire

APRIL 15, 2025

Private equity firm CIVC Partners has acquired a controlling interest in Cary Street Partners, a Richmond, Virginia-based wealth and asset manager overseeing approximately $10bn in assets under management, according to a report by CityWire.

Stakes 45

Stakes Private Equity Firms Private Equity Firms Asset Management 45

The Motley Fool

MAY 21, 2024

Michael Burry of Scion Asset Management, meanwhile, increased his stake in Alibaba from 75,000 shares to 125,000 shares, making it his second-largest holding behind its peer, JD.com. housing market before the subprime mortgage crisis struck in 2007, and is one the subjects of the book and movie, The Big Short.

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Investors Hedge Funds Stakes Asset Management 246

The Motley Fool

JULY 18, 2024

It's also grown its net-asset value (NAV) by 130% since 2007. Main Street has been highly successful over the years. It has never decreased its monthly dividend rate and has seen its dividend more than double over the past 17 years. in June.

Amortization 241

Amortization Depreciation Earnings Before Interest Leveraging 241

The Motley Fool

FEBRUARY 24, 2024

Most American shareholders see their quarterly payments fluctuate with currency exchange rates but the payout has grown every year, in British pounds, since 2007. Relationships between its underwriters, private equity firms, and the midsize businesses it lends to are valuable assets. At recent prices, it offers a 9.8%

Private Equity Firms 246

Private Equity Firms Private Equity Firms Legal Capital 246

The Motley Fool

JANUARY 12, 2024

If institutional investors and wealth managers decide to allocate just a small percentage (even as low as 1%) of their assets under management to crypto, that could push up the price of Bitcoin significantly. In fact, at the end of December, he told CNBC that he thought Bitcoin could eventually go parabolic. Image source: Getty Images.

Hedge Funds 245

Hedge Funds Debt Prospects Investment Firms 245

The Motley Fool

NOVEMBER 26, 2023

You'll need local currency to purchase goods and services, and the buying power of your assets held in the U.S. Extreme monetary policy responses to the COVID-19 pandemic and the 2007 global economic crisis have also fueled foreign exchange volatility, so there's no guarantee that relative stability continues.

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Taxes Accounting Banks Assets 245

The Motley Fool

SEPTEMBER 24, 2024

They also help encourage economic growth by making it easier for companies to borrow and lowering interest expenses on existing debt, which also favors stocks since they are a cyclical, economically sensitive asset class. Beyond that, the historical record isn't that clear on the impact of rate cuts on tech stocks and AI stocks.

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Initial Public Offering Debt Banks Funds 243

The Motley Fool

APRIL 23, 2024

To elaborate, some investors prefer to own long-dated Treasuries (which offer risk-free returns) rather than stocks or other risky assets during periods of economic uncertainty. Yield curve inversions can happen when investors are worried about a recession. Bond prices and yields move in opposite directions. during recessions since 1968.

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Stock Market Stock Market Debt Banks 189

The Motley Fool

OCTOBER 17, 2024

A normalized yield curve is good for investors because their present-day borrowing rates are lower and they can invest in safe assets at higher rates long-term. According to Barron's, each of the last four recessions, which began in 1990, 2001, 2007, and 2020, all kicked off about three to six months after the yield curve was uninverted.

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Stock Market Stock Market Assets Investors 242

The Motley Fool

FEBRUARY 18, 2024

Both also own other midstream energy assets, including storage facilities and terminals. Enterprise Products Partners' cash flow per unit rose during the financial crisis of 2007 and 2008. Investing the final one-third of the initial $115,000 would generate close to $2,960 in passive income in 2024.

Investing 239

Investing Capital Business Development Companies Taxes 239

The Motley Fool

JANUARY 31, 2024

Berkshire bought Bank of America (NYSE: BAC) in 2007, just before the financial crisis. The company owns private assets in oil and gas, including pipelines and utilities , but has also amassed large stakes in Chevron (NYSE: CVX) and Occidental Petroleum (NYSE: OXY). Bank of America: Revisiting a past mistake We all make mistakes.

Portfolios 246

Portfolios Banks Investing Stakes 246

The Motley Fool

JANUARY 30, 2024

After all, with long-term Treasuries paying less than 2% for most of 2020 and 2021, and the stock market performing well, it could be hard to justify accepting such low yields from a significant portion of your assets. Since the ETF was formed in 2007, it has produced a 3% annualized total return for investors. That has changed.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Funds Capital 246

The Motley Fool

JULY 2, 2023

The first-generation iPhone debuted in 2007 and continues to offer reliable growth, with the segment's revenue rising 7% year over year in fiscal 2022. The popularity of the iPhone has become the company's biggest asset when touting its other products and services.

Investors 246

Investors Assets Accounting Companies 246

The Motley Fool

MARCH 9, 2024

Although retail properties make up most of its portfolio, it also has exposure to industrial assets and a few other unique property types (vineyards and casinos). Simply put, it focuses on building strong relationships with growing retailers, with roughly 72% of its acquisitions coming out of existing relationships between 2007 and 2023.

Debt 245

Debt Portfolios Assets Returns 245

The Motley Fool

DECEMBER 14, 2024

The benchmark index posted negative returns after rate cuts in 2001 and 2007, attributed mainly to the recessionary environment. UBS expects the S&P 500 to reach 6,400, while Oppenheimer Asset Management's chief investment strategist, John Stoltzfus, expects the index to reach 7,100 in 2025.

Professional Services 245

Professional Services Asset Management Accounting Assets 245

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Assets 131

Assets Consultants Consulting Portfolios 131

The Motley Fool

NOVEMBER 21, 2024

trillion in assets. For instance, BofA found itself in some serious trouble thanks to 2007's subprime mortgage meltdown and subsequent banking crisis. Bank of America (NYSE: BAC) is, of course, one of the nation's biggest banks, boasting nearly $2.6 It's been around forever and does a little bit of everything within the money realm.

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Banks Taxes Shareholders Assets 244