The Motley Fool

AUGUST 8, 2024

Then in this report, we got a lift in earnings guidance and "The best transaction margin dollar growth since 2021." Just the assets under management fees. Froglet or in business terms, operating leverage. Then the acting CFO at the time told investors to expect margins to continue to contract.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. Fee income decreased 1.4 We are very pleased with our performance in the second quarter. at June 30th, 2023. times to 0.9

Capital 147

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

The Motley Fool

AUGUST 3, 2023

It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. The business is not 10 out of 10 anymore, it's just good, it's great, but it's not 2020, 2021. So we couldn't hear some of the answers just provided to Todd's question.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. Those are the challenges. But there are opportunities.

Debt 100

Debt Finance Capital Financing 100

The Motley Fool

FEBRUARY 6, 2024

In addition, it also enables us to acquire Bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises, and to pursue software innovations that leverage the Bitcoin blockchain. As an operating company, we can make use of intelligent leverage. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

FEBRUARY 27, 2024

We collected 100% of contractually due base rent and property management fees from our operating portfolio in Q4. As we indicated in the past, this property has been under development since August of 2021 and has experienced significant delays to get permanent power delivered to the building, which is needed to get it operational.

Taxes 100

Taxes Assets Capital Debt 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. Fee-related earnings increased 12% year over year to $1.2 We obviously actively manage our cost structure. We identified QTS, the fifth largest U.S.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

MAY 14, 2024

Our overall gross profit growth, which we consider as a key proxy for our organic growth, was 23% year on year in the first quarter, faster than first half of 2021 when our revenue growth rates were much higher. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. You mean multi manager.

Hedge Funds 57

Hedge Funds Funds Banks Capital 57

The Motley Fool

OCTOBER 15, 2024

I bought it in 2021, so not that long ago. PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now. But I do have a house in Orlando.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Motley Fool

FEBRUARY 22, 2024

We're leveraging technology and increasing our operational efficiencies. We will continue to leverage our technology to improve operational efficiency and productivity. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly.

Legal 100

Legal Management Fees Leveraging Companies 100

Pension Pulse

MAY 22, 2024

In the most recent triennial review published in December 2022, the Chief Actuary reaffirmed that, as at December 31, 2021, both the base and additional CPP continue to be sustainable over the long term at the legislated contribution rates. Management fees decreased by $10 million, remaining broadly in line with the prior year.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

Financial reporting As at June 30, 2023, the annualized costs incurred for CDPQ’s activities, which include internal operating expenses, external management fees and transaction costs, were estimated at 55 cents per $100 of net average assets, compared with 48 cents as at December 31, 2022.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

JANUARY 23, 2024

While this added protection reduces the yield Annaly receives on the MBSs it purchases, it also allows the company to utilize leverage to maximize its profit potential. While there was plenty of buzz surrounding pot stocks in late 2020 and early 2021, it quickly faded. However, IIP is a different beast altogether.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

JULY 20, 2023

We have virtually no net leverage at the parent company compared to U.S. banks with an average of 12 times leverage. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. In 2021, we privatized the QTS data center business in BREIT, BIP, and BPP for $10 billion.

Banks 130

Banks Capital Mergers and Acquisitions Shareholders 130

The Motley Fool

JANUARY 12, 2024

We effectively managed our discretionary spend in 2023, and we'll continue to be disciplined in focusing our resources in areas with the greatest opportunity. increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022.

Assets 130

Assets Shareholders Capital Asset Management 130

Pension Pulse

MAY 24, 2023

In the most recent triennial review published in December 2022, the Chief Actuary reaffirmed that, as at December 31, 2021, both the base and additional CPP continue to be sustainable over the long term at the legislated contribution rates. Page 27 of the Fiscal 2023 Annual Report provides a discussion of how we manage our costs.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 1, 2024

These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value. As a Bitcoin development company, we have the unique ability to access the capital markets to create intelligent leverage. in 2021, 1.8% and 5.6%, respectively.

Debt 246

Debt Leveraging Capital Shareholders 246

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. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 9, 2023

The expansion of our affordable housing capabilities with the acquisition of tax credit syndicator Alliant Capital in 2021 is an enormous addressable market with fantastic growth drivers that will fuel additional growth in our core debt and sales businesses.

Asset Management 100

Asset Management Deal Flow Assets Finance 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. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1 BXP exited its fee holiday this month.

Assets 130

Assets Finance Financing Capital 130