Pension Pulse

DECEMBER 20, 2023

Asset mix should not be a mechanical process based only on capital market assumptions, because they are just that, assumptions. Long term capital markets assumptions are just one part of the asset mix setting process. We continue to recommend growth-oriented portfolios to clients with the right risk tolerance and liabilities.

Bidding 59

Bidding Pension Funds Assets Banks 59

The Motley Fool

JULY 31, 2024

There is an acute focus from our East Coast leasing, asset management, and property management teams on the six large eastern seaboard assets which are an important NOI contributor to our leverage ratio reduction plan. It will be a very hotly contested asset. It'll be very well received by the market.

Debt 246

Debt Assets Leveraging Financing 246

The Motley Fool

MAY 6, 2024

Also, our segment reporting includes our natural gas distribution, or NGD segment, and other, which includes our interstate storage services and asset management services, Northwest Natural Water, Northwest Natural Renewables, and holding company expenses. And interest expense increased $1.5 million, which was an increase of $1.6

Depreciation 130

Depreciation Amortization Debt Asset Management 130

The Motley Fool

AUGUST 6, 2024

Furthermore, from a risk management perspective, we view these credit investments as a prudent, natural hedge to the inherent rate exposure as we have on the liability side of our balance sheet. 31% of direct real estate investment volume was allocated to new sale leasebacks. Any color would be appreciated.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

AUGUST 8, 2024

Jason has been with the MPT for 15 years and was recently named Managing Director of Asset Management and Underwriting. During the quarter, we closed on our previously announced formation of a new JV with a leading institutional asset manager to hold our five Utah properties operated by CommonSpirit.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Prospects Debt 130

The Motley Fool

NOVEMBER 9, 2023

Part and parcel of building scaled servicing and asset management businesses was to ensure our credit risk in those portfolios was minimal due to the conservative underwriting and taking credit risk solely on multifamily properties. A look at our segment performance further illustrates the counterbalance of our business model.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

JANUARY 31, 2024

And then, the sensitivities that we're showing here are for the 30-year Treasury yield and the impact that those would have over time with our new money rate assumption that then is incorporated into our liability discount rate. And the impact of those additional rate increases are not reflected in these individual liability sensitivities.

Liabilities 130

Liabilities Capital Shareholders Taxes 130

The Motley Fool

AUGUST 28, 2024

As a result, asset quality is optimized specifically for newly issued assets, deeply implemented the effective low and grow strategy, strictly controlled the quality of new assets, and increased the proportion of high-quality users. To strengthen high-risk asset management, we restructured the entry and the transaction stage.

Assets 130

Assets Financial Institutions Funds Shareholders 130

The Motley Fool

AUGUST 2, 2024

Also, our segment reporting includes our natural gas distribution or NGD segment and other, which includes our interstate storage services and asset management services, Northwest Natural Water, Northwest Natural Renewables, and holding company expenses. Justin Palfreyman -- Vice President, Strategy and Business Development Yes.

Depreciation 130

Depreciation Amortization Capital Accounting 130

The Motley Fool

OCTOBER 31, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. Or has the market become more deep and liquid and bid-ask spreads have narrowed somewhat? Operator [Operator signoff] Duration: 0 minutes Call participants: Michele Reber -- Senior Director, Asset Management Taylor C. You may begin.

Investors 130

Investors Assets Capital Legal 130

The Motley Fool

JULY 30, 2024

A great indicator of the potential for pre-bid solutions in social is our free screen solution for YouTube. Currently, we are the only verification platform capable of closing the loop for advertisers on social media with aligned pre- and post-bid solutions. And our coverage is just beginning. Raimo Lenschow -- Analyst OK.

Bidding 130

Bidding Capital Banks Accounting 130

The Motley Fool

AUGUST 2, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. The 51% partner had the opportunity to match the bid and take us out and they elected not to do so. We thought we got it at a really attractive price when you look at 10% yields ultimately on that asset. Thank you, you may begin.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

OCTOBER 24, 2024

Our disciplined focus on underwriting sound credit risk and our proactive asset management has led to Onslow Bay's non-QM securitizations having the lowest delinquencies across the top 10 issuers in the market. There was some news recently about a large asset manager making a move to get involved in the non-QM space.

Capital 130

Capital Leveraging Collateral Assets 130

Pension Pulse

SEPTEMBER 30, 2024

It meant many limited partners had to stop allocating money to alternative asset managers, leaving buyout funds unable to raise fresh money for deals. We have seen attractive opportunities over the last couple of years that would have been heavily bid had it not been for the market conditions,” she said. The €22 billion ($24.4

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

The Motley Fool

NOVEMBER 3, 2023

Michele Reber -- Senior Director, Asset Management Thank you and good morning. And I would say there was interest, but it wasn't an overwhelming amount of bids that were put in at the end of the day. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Investors 130

Investors Securities and Exchange Commission (SEC) Assets Debt 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. Bob Stephenson -- Chief Financial Officer Adding – bidding held-for-sale assets that they are held for sale assets, we booked 788,000 in the fourth quarter related to those. I will now turn the conference over to Michele Reber.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

APRIL 12, 2024

BlackRock is the only asset manager that can partner in this way, having the most diverse, integrated investment and technology platform in the industry. BlackRock has invested ahead of these themes, we believe will define the next decade of asset management. So I think that is something to be watched to.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

MAY 9, 2024

billion of total liquidity transactions this year, including the recently announced sale of 75% of our interest in five Utah hospitals to a new joint venture with a leading multibillion-dollar asset manager. And are people looking at the financials to get ready to put in bids? Or is that process just starting right now?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Financing Finance 130

The Motley Fool

OCTOBER 23, 2024

On the asset management front, we executed new leases, extensions, or options on approximately 785,000 square feet of gross leasable area during the quarter, including a 211,000 square foot Walmart Supercenter in Ohio and a 70,000 square foot Marshalls and HomeGoods in Secaucus, new Jersey. The Motley Fool has a disclosure policy.

Debt 130

Debt Capital Leveraging Assets 130

The Motley Fool

AUGUST 3, 2023

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. As far as rates go, yes, we're seeing cap rates move up, we're starting to bid our deals, as you've seen high nines, low 10s. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Investors 100

Investors Securities and Exchange Commission (SEC) Banks Capital 100

Pension Pulse

SEPTEMBER 27, 2023

Given where this criticism is mostly coming from — a few domestic equity-centric fund managers, I suspect they are hoping to see our billions of additional dollars chasing Canadian stocks and therefore bidding prices higher. Our clients have pension liabilities to fund. million Albertans.

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

The Motley Fool

AUGUST 3, 2023

So I think it's truly about -- and Greg and his team and our asset management team trying to just determine what is the highest and best use. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends EPR Properties.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

OCTOBER 30, 2024

We're making progress on sales hiring efforts and we have a strong pipeline of asset managers, hedge funds, ETF market makers, and insurance companies that we are focused on. They tend to trade on bid lists and offer lists. That's worth watching and worth kind of saying. The Motley Fool has a disclosure policy.

Banks 130

Banks Capital Assets Bidding 130

The Motley Fool

FEBRUARY 2, 2024

A $0.035 per share increase in fee and asset management and interest and other income, resulting from increased third-party general contracting fees and interest earned on cash balances. But there's still just a massive bid-ask spread between people who want to buy versus people who want to sell.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JULY 26, 2023

But suffice it to say, over the last decade, we've acquired hundreds of portfolios, totaling over 700 billion from more than 1,500 sellers, which, by the way, gives us a significant information advantage when bidding for pools. What I'd emphasize is that throughout this time, we were constantly investing in our servicing platform.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. Where you may see them bidding on business that you'd like, but at the same time, you're supporting their business. NIR ex Markets was up $1.2 Expenses of $22 billion were up $1.8

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 31, 2023

At the client level, we delivered subscription run rate growth of 15% collectively among wealth managers, banks and broker-dealers, hedge funds, insurance companies, and corporates. And for our largest client base, we delivered around 10% growth among asset owners and asset managers, combined. They bid up the properties.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

FEBRUARY 23, 2024

If you look just at an asset like The Venetian, which including parking at 17 million square feet, given what's going on there, given the impact of The Sphere, the opportunity of Patrick and Nicole and the team to continue to asset manage, maximize the productivity of that asset is so, so strong.

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

FEBRUARY 14, 2024

We don't take speculative risk in terms of acquiring land, respecting buildings without a tenant in hand, without that being fully bid and all permits secured. So, we're looking for a significant spread if we're going to develop to where we could acquire a like-kind asset. And so, duration equals risk.

Debt 130

Debt Banks Capital Leveraging 130

The Motley Fool

JULY 23, 2024

And in the quarter, we announced that we would be outsourcing the asset management portion of our pension plan in order to focus squarely on our core business while adding more expertise and oversight that will benefit UPS retirees. Every bid is different countries and different cost structures. billion of debt to refinance $1.6

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Returns 130

The Motley Fool

FEBRUARY 6, 2024

But the other side of the coin are these, obviously, these large, large asset managers that track the benchmark that now we're looking for what we would describe as moments in time where they need liquidity. So there's things that we're working on adding bid-ask information to the mids that we already use in products.

Leveraging 130

Leveraging Assets Banks Taxes 130

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Yeah, absolutely.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

Private Equity Insights

JUNE 27, 2023

An arm of Canadian investment giant Brookfield has made a cash and stock bid for American Equity Investment Life Holding Co. The bid includes $38.85 per share in class A stock of Brookfield Asset Management Ltd. to satisfy the stock portion of the bid. valuing the insurance firm at about $4.3

Bidding 130

Bidding Private Equity Firms Private Equity Firms Asset Management 130

The Motley Fool

AUGUST 1, 2024

With me today are Jeff Witherell, chairman and chief executive officer; Anthony Saladino, executive vice president and chief financial officer; Jim Connolly, executive vice president of asset management and Anne Hayward, general counsel. Connolly -- Executive Vice President, Asset Management Hey, Todd.

Asset Management 130

Asset Management Securities and Exchange Commission (SEC) Taxes Assets 130

Pension Pulse

NOVEMBER 13, 2023

trillion in assets, are likely bidding up the paper to hedge for growing liabilities, strategists at Citigroup Inc. The bank says liabilities of the ten biggest pension funds have a weighted average duration of around 18 years, so the hedging activity will impact swaps and cash bonds on the 20- and 30-year segment in particular.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

The Motley Fool

AUGUST 23, 2023

Our leading indicators remained consistent with last quarter, with growing usage and record bid activity on BuildingConnected and cautious optimism from channel partners. That just means that people that were traditionally bidding on commercial real estate projects are now bidding and engaging on other types of projects.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Bidding Leveraging 130

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. bps observed in fiscal 2022.

Investing 52

Investing Stakes Pension Funds Assets 52