The Motley Fool

AUGUST 2, 2023

While we are a mortgage REIT, I'd like to think of us as an asset manager operating as a REIT. Yes, we do invest in all types of assets, both good REIT assets and nongood REIT assets, such as consumer loans and operating companies. As we look forward, deal flow is significant. The time is now.

Capital 100

Capital Asset Management Assets Shareholders 100

Pension Pulse

DECEMBER 16, 2024

In 1997, recognizing these challenges, Paul Martins Finance Department initiated reforms to funding mechanisms and created a reserve fund and an independent asset manager, CPPIB, to manage the reserve fund. OTPP now manages over $250-billion, compared with $15-billion in 1997.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. Our decision to bolster our asset management capabilities, including executive additions and IT investments, was prudent. at period end.

Debt 130

Debt Capital Assets Asset Management 130

Pension Pulse

APRIL 25, 2024

Less than 20 per cent of the fund’s credit portfolio is being managed by third parties, according to Edgell, though the firm maintains strong relationships with some of the world’s largest alternative asset managers. But, he said he doesn’t see any systemic risks in the asset class. KKR & Co. Things have changed.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Motley Fool

MAY 3, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. 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. You may begin, Michele. That's senior housing.

Investors 130

Investors Assets Capital Portfolios 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 Leveraging Capital Financing 130

The Motley Fool

FEBRUARY 15, 2024

When coupled with the continued strength of our servicing and asset management segment, we delivered our strongest quarterly results for 2023. We do not expect to incur any loss on the loan, and our asset management team is working with the borrower to resolve the outstanding issues that led to the repurchase.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

OCTOBER 11, 2024

Our business tends to be seasonally strongest in the fourth quarter and we maintain line of sight into a broad, global opportunity set of new asset management and technology mandates that should fuel organic growth. asset manager selected Aladdin to unify its investment management technology platform across public market asset classes.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. Do you see that going forward of continuing to bridge that gap in the capital markets, or is there another color that you are seeing in the deal flow? [Operator instructions] As a reminder, this conference is being recorded. You may begin.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

JANUARY 12, 2024

billion were up 11% year on year, largely driven by higher compensation, including performance-based incentives, continued growth in our private banking advisor teams, the impact of closing JPMorgan Asset Management China acquisition, and the continued investment in global shares. Expenses of 3.4

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc mentioned this, but I'd like to reiterate that this is our 11th consecutive quarter of both management fee and FRE sequential growth, the only alternative asset manager that has demonstrated this over this period.

Capital 130

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

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.

Debt 130

Debt Capital Leveraging Assets 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. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Assets Portfolios Leveraging 130

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

NOVEMBER 1, 2024

And it's a book by Edward Chancellor, in which he collects the assays -- sorry, not the assays, the investment memos of asset management shop out of London called Marathon. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Assets 130

Assets Capital Funds Deal Flow 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

JANUARY 12, 2024

Today, we are announcing two transformational changes in anticipation of the evolution we see ahead for the asset management industry and for the entire global capital markets. One of our biggest long-term advantages has been scale: our ability to add significant assets, managed with excellence, without growing expenses linearly.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JULY 15, 2024

Our business tends to be seasonally stronger in the back half of the year, and we have line of sight into a broad global opportunity set of new asset management and technology mandates that should fuel premium organic growth. Long-term outcomes and future liability matching needs more than a 5% return. RIA, a U.K.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

FEBRUARY 13, 2025

We held our team together throughout the downturn to be able to capture deal flow when markets returned and our investment sales team's efforts in the back half of 2024 were fantastic and set us up very well for 2025 and beyond. For the full year, our property sales team sold $9.8 billion of properties in the first half of the year.

Assets 130

Assets Financing Asset Management Finance 130

The Motley Fool

AUGUST 3, 2023

In the midst of dramatically lower transaction volumes in the first half of 2023, Walker & Dunlop's countercyclical lending businesses, exemplary credit track record, and consistent servicing and asset management revenues provided us with the financial strength to continue investing in the business for long-term growth and success.

Asset Management 100

Asset Management Financing Finance Debt 100

The Motley Fool

FEBRUARY 27, 2025

A big focus of mine has been to improve internal processes and restructure many aspects of our approach to asset management, leasing, property management, portfolio management, and development, which will best position the company to drive improved operational performance and to deliver long-term value creation.

Debt 130

Debt Assets Asset Management Leveraging 130

The Motley Fool

OCTOBER 31, 2024

These include the growth of direct lending, the increasing importance of alternatives in the wealth channel, a growing number of investment-grade companies looking for bespoke capital solutions like net lease, and the rising capital needs of alternative asset managers themselves. And this is intentional positioning. billion to AUM.

Capital 130

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

Pension Pulse

MARCH 3, 2025

Its somewhat of an anomaly that a fund which has liabilities greater than its assets, putting liquidity risk front and centre, would have so much invested in unlisted assets. This naturally means the investment team needs to be especially careful with cash. We decided to focus on our buyout efforts in North America.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Motley Fool

AUGUST 8, 2024

Our Servicing and Asset Management segment or SAM continues to thrive, generating durable recurring cash revenues from our servicing portfolio, which totaled $133 billion at quarter-end. And that is due to the strength of W&D's Servicing and Asset Management businesses. Thank you for your time this morning.

Assets 130

Assets Financing Debt Finance 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. There may be more capital coming to the space, but I think there'll be more deal flow as well. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 1, 2024

per share increase in sequential property NOI is entirely offset by a combined $0.015 per share decrease in interest and other income, as we are no longer in a net cash position and fee and asset management income due to the timing of our third-party construction activity. This $0.01 in lower interest rates on our floating rate debt.

Taxes 130

Taxes Debt Capital Assets 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. They are well behind, but they aren't losing deal flow to other capital sources.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Big Picture

JANUARY 7, 2025

I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. When it comes to any asset management business, Barry, two things important.

Capital 52

Capital Hedge Funds Buyout Startups 52

The Motley Fool

JANUARY 30, 2025

trillion of AUM today, the largest alternative asset manager in the world and why I believe we will continue to achieve strong growth in the future. This network effect sets Blackstone apart in the asset management area, underpins the strength of our brand, acts as an accelerant for the firm's overall growth.

Management Fees 130

Management Fees Assets Capital Funds 130

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 The servicing and asset management revenues that these two businesses generate are wonderful sources of revenue and earnings in up cycles and also paramount in down cycles. We closed $11.6

Taxes 130

Taxes Assets Financing Finance 130

The Motley Fool

JULY 18, 2024

This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term.

Assets 130

Assets Financing Finance Management Fees 130