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Markel Group (MKL) Q2 2023 Earnings Call Transcript

The Motley Fool

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.

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Highwoods Properties (HIW) Q2 2023 Earnings Call Transcript

The Motley Fool

Our total NOI over the last four quarters is 16% higher than full year 2019. higher than our 2019 average. And at the midpoint of our 2023 outlook, our FFO per share implies 7% growth over 2019 despite the headwind of higher interest rates. Cash flows remain healthy despite the significant headwind from higher interest rates.

Prospects 130
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Main Street Capital (MAIN) Q2 2023 Earnings Call Transcript

The Motley Fool

NAV is defined as total assets minus total liabilities and is reported on a per share basis. To your point on the follow-on versus new investments, I think this has been a trend we talked about for the last couple of years really going back to 2019 and 2020. And to some extent, it's intentional on our side.

Capital 147
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Omega Healthcare Investors (OHI) Q1 2024 Earnings Call Transcript

The Motley Fool

for the fourth quarter of 2019 just prior to the onset of the COVID pandemic. We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. in January of 2022 to 80.8% Turning to portfolio matters.

Investors 130
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Omega Healthcare Investors (OHI) Q4 2023 Earnings Call Transcript

The Motley Fool

for the fourth quarter of 2019 just prior to the onset of the COVID pandemic. Agency expense on a per patient day basis for our core portfolio for third quarter 2023 dropped to three times where it was in 2019 in comparison to the four times we reported last quarter and the five times we reported two quarters ago.

Investors 130
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Grocery Outlet (GO) Q2 2023 Earnings Call Transcript

The Motley Fool

Since 2019, average operator net income has grown in the low single digits on an annual percentage basis. Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. We're seeing healthy deal flow across departments, which feels really good.

Deal Flow 100
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Grocery Outlet (GO) Q2 2024 Earnings Call Transcript

The Motley Fool

They're now back close to where they were in 2019. And while the promotional environment right now, as I mentioned, is really back to where it was in 2019, just being mindful of how that might change looking forward, and we'll we pay close attention, and we'll react to that. Overall, though, promotional levels are rational.