Pension Pulse

MAY 14, 2024

There’s a lot of extending and pretending, as well as ‘liability management exercises,’ which means that pain is being pushed out, and recovery levels are going to be much lower than expected,” Zwirn said. As deal flow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Big Picture

JUNE 13, 2023

But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side. And then you, obviously the real estate, many areas that were over-levered at the wrong cost.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. Panossian ] 00:08:19 The liabilities, obviously the hedge funds had redemptions. Now they’re suffering from high rates because they have floating rate liabilities that they never hedged.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Pension Pulse

DECEMBER 16, 2024

This approach not only enhances long-term risk-adjusted returns, but also allows for diversification and access to deal flow that is not otherwise available through indexing to public markets. Alberta Investment Management Corporation (AIMCo) manages around $160-billion, compared with approximately $70-billion at its inception in 2008.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

NOVEMBER 1, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !* But as we look at 2025 and given what we're working on, we remain confident that we are going to be bringing to the table both gaming and nongaming deals, big and small. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $407,720 !*

Assets 130

Assets Capital Funds Deal Flow 130

The Motley Fool

AUGUST 8, 2024

With lower interest rates and an increasing supply of capital to the commercial real estate sector, we are optimistic about the opportunities to capture deal flow and grow as the commercial real estate market recovers from the last two years of restricted interest rates. Thank you for your time this morning. That's all for me.

Assets 130

Assets Debt Finance Financing 130

The Motley Fool

NOVEMBER 1, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !* So maybe if you could also just kind of categorize the state of the acquisitions market and maybe early expectations for kind of deal flow in the coming quarter or two? The Motley Fool has positions in and recommends Camden Property Trust.

Taxes 130

Taxes Debt Capital Assets 130

The Motley Fool

OCTOBER 31, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,529 !* Just to give a couple of early data points around this, our real estate credit team has already identified and created deal flow for the liquid portion of ORENT's portfolio and for our insurance solutions platform, which closed in July.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

NOVEMBER 9, 2023

They are well behind, but they aren't losing deal flow to other capital sources. What we are seeing in this challenging fundraising environment is that investors value Walker & Dunlop's access to deal flow and banker/broker distribution network as deals get harder and traditional sources of capital move in and out of the market.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

The Motley Fool

JULY 18, 2024

By significantly expanding our credit platform in 2008 in advance of the extraordinary investment opportunities that arose from the global financial crisis. 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