The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 130

SuperAngel.Fund

JANUARY 6, 2023

According to Cooley, which handles more venture financings than any other law firm in the US, the amount of capital invested, and number of financings, have decreased substantially in the last quarter , with the most pronounced impact affecting later-stage deals (Series C and beyond). in June 2022 to $17.6m in September 2022. .”

Venture Capital 52

Venture Capital Financing Finance Law Firms 52

The Motley Fool

AUGUST 4, 2023

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter, after which we'll be happy to take your questions. We are very pleased with our performance in the second quarter.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

Pension Pulse

JANUARY 10, 2024

That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59

Debt Investing Banks Assets 59

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. But you can't do that at current leverage levels. Bridge lending.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

JUNE 7, 2024

Back in the aggregation days of 2021 and 2022, they were literally buying an asset a week. For the rest of 2020 and into 2021, and into 2022, it was just game on. I walked into my office today to meet with a client. This is a very active buyer of Multifamily. This is the head of acquisitions for that buyer. We got nothing to buy.

Assets 130

Assets Capital Asset Management Companies 130

The Motley Fool

FEBRUARY 15, 2024

We are leveraging our data and technology to understand those deals, meet with those customers, and win their business. How are you all feeling about the outlook and have you looked at the portfolio stratifying by 2021 to 2022 vintages and focusing on geographies with excess supply? Those are the challenges.

Debt 100

Debt Capital Financing Finance 100

The Motley Fool

APRIL 18, 2024

Our BREIT, BIP Infrastructure, and BPP perpetual strategies acquired the company for $10 billion in 2021, and its lease capacity has already grown sixfold in less than three years. Since the start of 2021, the composite has delivered nearly double the return of the 60-40 portfolio net of fees, a remarkable result in liquid markets.

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. Is this possible?

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Big Picture

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:45:53 [Speaker Changed] So where does your deal flow come from? It sounds like very competitive space.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

SEPTEMBER 26, 2023

And I think a lot of investors and, and lenders and really lost their way and agreed to terms and conditions that in under today’s market environment would not be acceptable levels of leverage that would not work. So C L O formation was at an all time high in 2021 after the CVID 19 pandemic actually had already occurred.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Motley Fool

FEBRUARY 20, 2024

In 2021, we launched a second long-range R&D effort to build a highly differentiated platform for the creation of precision T-cell engagers for indications in cancer and autoimmunity. You know, as I said in my prepared remarks, we launched that in about 2021. ABCL635 and ABCL575 are both on track to enter clinical trials in 2025.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

Pension Pulse

AUGUST 15, 2023

Paula Sambo of Bloomberg News also reports Ontario Teachers’ makes bond bet as economic clouds gather: Ontario Teachers’ Pension Plan is making a bigger bet on bonds and credit and is adding leverage to pay for it. The fund’s leverage soared during the first half, with funding for investments rising 47 per cent, to $145 billion.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

JULY 15, 2024

As markets improve, we expect execution on our financial rubric to drive profitable growth and operating leverage. The bigger longer-term opportunity is leveraging our engines in Aladdin and indexing with our capital markets expertise to build the machine for the indexing of private markets. Our as-adjusted operating margin of 44.1%

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

APRIL 12, 2024

As markets improve, we remain committed to driving operating leverage and profitable growth. Looking forward, we'll continue to prioritize investments with differentiated organic growth potential or that will expand operating leverage through enhanced scale. They're really some of the best since the end of 2021. wealth market.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

NOVEMBER 1, 2024

In terms of leverage, our total debt is currently $17.1 times within our target leverage range of five times to 5.5 In 2021, it was eight. 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.

Assets 130

Assets Capital Funds Deal Flow 130

The Motley Fool

JANUARY 12, 2024

increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022. Looking forward, we're prioritizing investments to propel our differentiated organic growth and operating leverage. Our fourth quarter operating margin of 41.6%

Assets 130

Assets Shareholders Capital Asset Management 130

SuperAngel.Fund

JULY 14, 2023

Since SuperAngel.Fund started in January 2021 we have deployed $7.6m Below are links to more performance details across our (i) primary fund vehicle which started in 2021, (ii) SPVs I have led since 2017, and (iii) a summary that incorporates both along with the angel investments I made prior to launching the fund.

Venture Capital 52

Venture Capital Capital Funds Deal Flow 52

The Motley Fool

AUGUST 3, 2023

The Mortgage Bankers Association estimates that by 2025 the commercial real estate debt financing market will return to the financing volume seen in 2021. In 2021, our capital markets team closed $68 billion of transaction volume and generated $260 million of net income to Walker & Dunlop. That's pushing out overall coupon rates.

Asset Management 100

Asset Management Financing Finance Debt 100

The Motley Fool

JANUARY 25, 2024

And finally, for BAAM, since the start of 2021, when we brought in Joe Dowling to lead the business, the BPS Composite has been up every quarter, outperforming the 60-40 portfolio by approximately 1,200 basis points. So how is it possible to generate positive comp ratio leverage when revenues are down. And so that's a positive.

Management Fees 100

Management Fees Banks Capital Assets 100

The Big Picture

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Capital 116

The Motley Fool

NOVEMBER 1, 2024

Apartment absorption in our markets has been the best in 20 years, excluding 2021. They're still below 2021, but the market is starting to thaw and people are starting to come to the market. And so the question will be in order to get your -- because you're back to negative leverage when you start with 10-year the way it is today.

Taxes 130

Taxes Debt Capital 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 Financing 100

The Motley Fool

JULY 18, 2024

Our largest data center portfolio company, QTS, has grown lease capacity seven times since we took it private in 2021. Since the start of 2021, the absolute return composite net of fees is a cumulative 27% or nearly double the traditional 60-40 portfolio. And we think operating leverage over the long term.

Assets 130

Assets Financing Finance Capital 130