The Motley Fool

FEBRUARY 8, 2024

Revenue for the fourth quarter was $239 million before adjusting for certain non-recurring items compared to $145 million for the fourth quarter of 2022. per share for the fourth quarter of 2022. in January of 2022 to 80.2% And Florida, as you know, we exited quite a bit in 2023 and 2022. times and 1.15

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

APRIL 24, 2024

Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130

Debt Capital Leveraging Finance 130

The Motley Fool

OCTOBER 31, 2024

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. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow.

Capital 130

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

The Motley Fool

OCTOBER 17, 2024

Since the Fed began its interest rate tightening cycle in 2022, we've spent considerable time on our earnings calls discussing how we see the macro environment unfolding. We have virtually no net debt, no insurance liabilities and a share count that is almost unchanged over the past seven years despite the extraordinary growth we've achieved.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

FEBRUARY 5, 2024

Despite ongoing macro challenges, SaaS ARR grew from several million dollars in 2022 to approximately $125 million at the end of 2023. in the fourth quarter of 2022 despite significant revenue headwinds, which were largely offset by SaaS platform efficiency. per diluted share for the fourth quarter of 2022. million or $0.27

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

AUGUST 8, 2023

Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. million compared to the second quarter of 2022. We're seeing healthy deal flow across departments, which feels really good. SG&A expense increased 14.9%

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

MAY 3, 2024

in January of 2022 to 80.8% 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. Occupancy for our overall core portfolio has continued to recover from a low of 74.6% That's senior housing.

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

FEBRUARY 9, 2024

We strive to generate strong growth in periods where market conditions are favorable, like in 2021, but importantly, to be able to offer strong and differentiated growth in much tougher environments like 2022 and 2023. We grew FRE and DE 25% this past year following over 40% growth in both metrics in 2022. per quarter.

Capital 130

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

The Motley Fool

NOVEMBER 7, 2024

It used to be in the 45% back in 2022. But in addition to that, we are seeing some deal flow from them because, in the end, our technology is complementary to theirs. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Relationship is live and healthy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

DECEMBER 5, 2023

This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters? And then one more if I may.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

MAY 9, 2024

In Sub-Saharan Africa, the fastest-growing region in 2022 and 2023, we were the only major music company to grow share last year. So, it's really -- it's basically about the deal flow if you really put it in business terms. We've seen impressive results this past year. The Motley Fool has a disclosure policy.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

NOVEMBER 7, 2023

Our Form 10-K for the 2022 fiscal year and our subsequent filings with the Securities and Exchange Commission identify certain factors that could cause our actual results to differ materially from those projected in any forward-looking statements made today. combined with a onetime 2022 credit not repeated in 2023 for U.S.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Amortization 100

The Motley Fool

NOVEMBER 9, 2023

This is the second increase in our base dividend since the second quarter of 2022, and our total dividend of $0.41 Since we instituted the supplemental dividend in the third quarter of 2022, we have paid out $0.28 I do think deal flow activity will pick up, and that will generate some repayment income that we haven't had for a while.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

OCTOBER 11, 2024

We see this through unique deals and partnerships with BlackRock at the center and are accelerating client activity. 2024 net inflows have already surpassed the full-year net inflows of both 2022 and 2023. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

NOVEMBER 6, 2024

As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our deal flow, which in terms of square footage is 40% greater when compared to the same period last year. Again, we've had some huge comps in 2022 and 2023. Retailers that can provide newness are being rewarded.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

NOVEMBER 14, 2023

Excluding the noncash deferred revenue adjustment from 2022, our advisory and other revenue was $3.9 We grew our total annual recurring revenue, or ARR, to $123 million as of September 30th, an increase of 14% compared to the same period in 2022. And how is that impacting, I guess, either deal flow or maybe deal sizes?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

OCTOBER 23, 2024

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 deal flow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

NOVEMBER 7, 2023

Healthy deal flow and a favorable buying environment drove margin expansion and more than offset inventory inefficiencies related to our system transition, which we estimate to have impacted gross margin by approximately 50 basis points. million compared to the third quarter of 2022. SG&A expense increased 8.7%

Banks 100

Banks Debt Leveraging Capital 100

The Motley Fool

JULY 31, 2023

versus the 2022 quarter, and continues to reflect the positive impacts of our contracted order book. This was primarily due to approximately 500,000 higher-priced 2022 carryover tons shipped in the sequential quarter at our Tunnel Ridge mine in Appalachia. versus the 2022 quarter in 5.5% billion for the 2022 period.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Debt Deal Flow 130

The Motley Fool

FEBRUARY 15, 2024

Cash flow conversion, the percent of income that was converted into operating cash flow, was well above 100% for the quarter. Going back to the fourth quarter of 2022, we have increased our dividend 45%, and we remain committed to funding our growing dividend as cash flow improves. There's still good deal flow out there.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Big Picture

JULY 2, 2024

I think the pace of the number of deals we do is definitely accelerating, considering the fact that we only had 10 million for the first two years. 00:23:44 [Speaker Changed] And in 2022 you raised $400 million. So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

SEPTEMBER 26, 2023

Hey, fast forward 15 years, and now these guys are doing the same thing in 2022 when, when fixed income is down by by double digits, and there’s a little bit of panic in that space. Panossian ] 00:08:19 The liabilities, obviously the hedge funds had redemptions. You know, the first quarter of 2022 things felt a little choppy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Pension Pulse

AUGUST 15, 2023

Some of the private markets for us are a little quieter than they may have been through 2022,” Taylor said. As a defined benefit pension with liabilities that stretch decades into the future, Ontario Teachers’ remains focused on delivering consistent investment returns over the long term. 31, 2022 - $247.2 31, 2022 - $3.1

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

APRIL 18, 2024

The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 One of the advantages of Blackstone is just our scale and the amount of deal flow we see across all these different areas. That, in turn, was about half the growth rate of 2022 overall.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 20, 2024

This compares to research fee revenue of approximately $41 million in 2022. And unlike in 2022, we earned no royalties in 2023. In sales and marketing expenses for 2023, we're approximately $14 million compared to just over $11 million in 2022. This compares to earnings of approximately $159 million in 2022.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

Pension Pulse

APRIL 25, 2024

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. One thing to keep in mind is the move to private credit is actually a great thing for the capital markets because it matches the assets with a more suitable liability. Goldman Sachs Group Inc.,

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Big Picture

JUNE 13, 2023

RITHOLTZ: I forgot to mention, you have received the Chevalier dans l’Ordre de la Légion d’Honneur by the president of the French Republic in January 2022. 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.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

NOVEMBER 1, 2024

In 2022, VICI announced an investment of $52 million to fund development of this new casino resort at Century Caruthersville to replace the last remaining riverboat casino on open water in Missouri. In 2022, it was 46 days. Back in 2018, the number of days in the trading year when the U.S. In 2019, it was seven. In 2020, it was 16.

Assets 130

Assets Capital Funds Deal Flow 130

The Motley Fool

JANUARY 12, 2024

In November and December, we saw a surge in flows, resulting in 6% annualized organic base fee growth for the last two full months of the year. billion declined 2% from 2022, while earnings per share of $37.77 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

AUGUST 3, 2023

The great tightening started by the Federal Reserve in March of 2022 has added 525 basis points to the Fed funds rate and dramatically reduced transaction volumes across the commercial real estate industry. As shown on Slide 11, as of December 31, 2022, the weighted average debt service coverage ratio was 2.32

Asset Management 100

Asset Management Finance Financing Debt 100

The Motley Fool

AUGUST 8, 2024

billion of multifamily investment sales in Q2 of 2022 versus $1.5 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.

Assets 130

Assets Debt Finance Financing 130

The Motley Fool

JANUARY 25, 2024

Most major equity indices rebounded from significant declines in 2022 but with wide intrayear swings driven by historic movements in treasury yields, economic uncertainty, and geopolitical instability. We then started speaking publicly that inflation was moderating as early as October 2022 and with increasing frequency in 2023.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 1, 2024

And that -- I guess, in the first -- if you look at sales in multifamily assets in our markets, they're pretty much the same, at the same level they were in 2022. 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?

Taxes 130

Taxes Debt Capital Assets 130

The Motley Fool

NOVEMBER 9, 2023

Yet as the 10-year treasury rose precipitously, our pipeline of acquisitions and refinancing deteriorated, bringing total transaction volumes down 49% from Q3 of 2022 to $8.6 They are well behind, but they aren't losing deal flow to other capital sources. We take less than 10% of our deal flow through brokers.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

The Motley Fool

NOVEMBER 7, 2024

Due to increased deal flow and revenues, we grew diluted earnings per share 33% year over year to $0.85 While these volumes are still well below our pre-tightening peak in Q2 of 2022, our national presence and exceptional brand will allow us to scale transaction volumes significantly without adding headcount. We closed $11.6

Taxes 130

Taxes Assets Capital Finance 130

The Motley Fool

JULY 18, 2024

BREIT, for example, has generated a cumulative return of 10% net in its largest share class since the beginning of 2022 and 10%-plus net returns annually since inception, seven and a half years ago, more than double the return of the public REIT market. Even through this period, Blackstone real estate has delivered differentiated performance.

Assets 130

Assets Finance Financing Capital 130