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Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !* million, which was offset by a decrease in the cost of our D&O liability insurance premium in the amount of $0.3 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,570 !* And I guess, you talked about what areas are most interesting, but just how does the dealflow look like relative to history? Greg Silvers -- Chairman and Chief Executive Officer I would say the dealflow is pretty consistent kind of, Tony.
The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.
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 dealflow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said.
This approach not only enhances long-term risk-adjusted returns, but also allows for diversification and access to dealflow 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.
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* But in addition to that, we are seeing some dealflow from them because, in the end, our technology is complementary to theirs. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,324 !*
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* Dealflow is very strong, and we believe that we are still the best partner in the industry. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our dealflow, which in terms of square footage is 40% greater when compared to the same period last year. Regarding holiday.
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,619 !* Our team's continued efforts to create value and identify these opportunities combined with our improved cost of capital have opened up a larger opportunity set and resulted in accelerated dealflow. The Motley Fool has a disclosure policy.
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !* To add more context around dealflow during the quarter, we had solid sales execution with improving performance compared to the prior quarter. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $476,653 !*
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.
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.
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 !*
Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !* We held our team together throughout the downturn to be able to capture dealflow when markets returned and our investment sales team's efforts in the back half of 2024 were fantastic and set us up very well for 2025 and beyond.
Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,331 !* I mean that's really subject to what kind of dealflow and deal activity we see. On the monetary assets and liabilities, similar to transaction exposures, we hedge those as well, right. So we exercised materiality thresholds on that.
Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,570 !* Q3 performance benefited from our maniacal focus on these customer segments and dealflow remained strong during the quarter as we grew commitments from new and existing customers across all of our solutions. The Motley Fool recommends Elastic.
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 dealflow for the liquid portion of ORENT's portfolio and for our insurance solutions platform, which closed in July.
With lower interest rates and an increasing supply of capital to the commercial real estate sector, we are optimistic about the opportunities to capture dealflow 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.
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 dealflow in the coming quarter or two? The Motley Fool has positions in and recommends Camden Property Trust.
They are well behind, but they aren't losing dealflow to other capital sources. What we are seeing in this challenging fundraising environment is that investors value Walker & Dunlop's access to dealflow and banker/broker distribution network as deals get harder and traditional sources of capital move in and out of the market.
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 dealflow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term.
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