The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. While some deals will need to be adjusted or even reworked, many deals remain on track. There is a lot of debt -- there's a lot of equity capital out there.

Debt 130

Debt Banks Assets Capital 130

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

OCTOBER 31, 2023

00:36:05 [Speaker Changed] So private equity firms tend to come in and take over running these companies. 00:45:53 [Speaker Changed] So where does your deal flow come from? And I was, I was very honored and I think it was a testament to my advocacy for women in the firm.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Big Picture

APRIL 4, 2023

You had a lot of the big buyout firms, they were doing the transactions in the ‘80s, in the early ‘90s. But, you know, these large firms were spinning off smaller private equity firms. And they were doing mid-sized deals. KENCEL: — as an equity partner, right? RITHOLTZ: Right.

Private Equity Firms 57

Private Equity Firms Private Equity Firms Banks Finance 57

The Motley Fool

JANUARY 25, 2024

You've got an equity market that has rallied. There are lots of companies out there who would like to sell things, private equity firms, in particular. So putting numbers on it is hard, but we would expect deal activity to pick up. There are folks in real estate who've been frozen here for a couple of years.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 7, 2024

Due to increased deal flow and revenues, we grew diluted earnings per share 33% year over year to $0.85 And if you look at '21 into '22 into '23, there was significant M&A activity of either public-private or public-public as it relates to large REITs and as well as private equity firms buying publicly traded companies.

Taxes 130

Taxes Assets Finance Capital 130

The Motley Fool

JULY 18, 2024

These three sectors comprise approximately 75% of our global real estate equity portfolio today compared to 2% in 2007. There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term.

Assets 130

Assets Finance Financing Capital 130