The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

JULY 30, 2024

Walgreens is contending with a number of headwinds, which includes growing competition from online pharmacies, an increase in theft ("shrinkage") in some of its stores, and high levels of debt/operating lease liabilities. These challenges have led Walgreens' management team to implement a laundry list of changes.

Initial Public Offering 244

Initial Public Offering Exchange-Traded Funds Asset Management Liabilities 244

The Motley Fool

DECEMBER 7, 2023

Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5% Even if Verizon were to eventually face some form of monetary liability, this would be determined by the U.S. Dividend stocks also offer a history of outperformance.

Liabilities 245

Liabilities Investing Legal Asset Management 245

Private Equity Wire

SEPTEMBER 25, 2024

Blue Owl Capital Inc is leading a $3.2bn private debt financing to support the acquisition of Smartsheet Inc by Blackstone Inc and Vista Equity Partners for $8.4bn, with participation from 20 other lenders, according to a report by Bloomberg. and Brigade Capital Management.

Debt 78

Debt Liabilities Finance Financing 78

The Motley Fool

JANUARY 9, 2024

American Tower (NYSE: AMT) has agreed to sell its cell tower business in India to an affiliate of Brookfield Asset Management (NYSE: BAM). Strengthening its financial foundation American Tower's telecom tower business in India has been more of a liability in recent years. Brookfield Asset Management currently pays a 3.3%-yielding

Asset Management 130

Asset Management Assets Leveraging Debt 130

The Motley Fool

JULY 31, 2024

On asset sales, in the second quarter we sold an outparcel deal for $7.1 million and today we closed on the sale of our 50 % interest in Biltmore Fashion Park to our partner RED Development which will reduce $110 million in debt at Macerich. Our path forward goal is to reduce $2 billion in debt. On to balance sheet matters.

Debt 246

Debt Assets Leveraging Finance 246

The Motley Fool

MAY 27, 2024

Although the prize of this purchase was General Re's reinsurance operations, General Re also owned a specialty investment company -- New England Asset Management (NEAM). The WSJ report suggests legacy operators like AT&T and Verizon could face hefty clean-up costs and health-related liabilities because of their lead-clad cables.

Portfolios 130

Portfolios Banks Liabilities Exchange-Traded Funds 130

The Motley Fool

DECEMBER 30, 2023

They couldn't build things fast enough to really satisfy the debt there. And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns as the name implies an asset manager, and it owns a few other little interesting investments that it bundled into one division.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

AUGUST 20, 2024

Closing underperforming stores and selling non-core assets is a means to raise capital, reduce debt, and provide the company with more financial flexibility. Although AT&T refuted the WSJ 's findings, and any future liabilities (should there be any) would likely be determined in the notoriously slow U.S.

Liabilities 130

Liabilities Exchange-Traded Funds Asset Management Debt 130

The Motley Fool

APRIL 11, 2024

The fastest rate-hiking cycle in four decades will make future refinancing and/or deal-making costlier for telecom stocks like Verizon that are lugging around quite a bit of debt. The more important caveat to the WSJ report is that any determination of fault and financial liability (should there be any) would be made by the U.S.

Asset Management 130

Asset Management Liabilities Assets Leveraging 130

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So does that go in real estate or does that go in debt? She can go anywhere, do anything. Elizabeth Burton : Hi Barry.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Motley Fool

MAY 20, 2024

Legacy telecom companies are typically lugging around quite a bit of long-term debt on their balance sheets, and AT&T is no exception -- $132.8 billion in total debt, as of the end of March. Discovery , AT&T received a combination of cash and debt concessions that totaled $40.4

Exchange-Traded Funds 130

Exchange-Traded Funds Debt Assets Asset Management 130

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis.

Capital 130

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

The Motley Fool

FEBRUARY 21, 2024

We believe that the close of the Spirit merger last month, along with meaningful debt and equity capital raising activity completed at attractive prices in December and January that Jonathan will describe in more detail, leave us well-positioned to deliver robust growth in 2024. Turning to portfolio operations. Same-store rent grew 2.6%

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Assets Capital 246

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis.

Capital 147

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

The Motley Fool

AUGUST 1, 2024

Those four parts are: one, we look for businesses with good returns on capital that don't use too much debt. Five years ago, at June 30, 2019, we had total net investments, that is our entire investment portfolio plus cash minus debt of $17.5 professional liability and general liability lines given recent claim trends.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

FEBRUARY 27, 2025

With me today is Jeff Witherell, chairman and chief executive officer; Anthony Saladino, president and chief financial officer; Jim Connolly, executive vice president of asset management; and Anne Hayward, general counsel. Should you invest $1,000 in Plymouth Industrial REIT right now? Baird and Company -- Analyst James M.

Bidding 130

Bidding Capital Asset Management Assets 130

The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

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

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Charlie Lowrey -- Chairman and Chief Executive Officer Thank you, Bob, and thanks to everyone for joining us today.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

JULY 14, 2023

We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance. Clients choose BlackRock for performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

FEBRUARY 23, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 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. Cineworld reduced its debt by $4.5 Our exposure to variable rate debt of $1.6 In case of our tier 1.5% billion of capital.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

AUGUST 3, 2023

We have now lowered our net debt plus preferred metric for five straight quarters and on a path to get to seven x by year-end and further delevering in 2024. Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. The revolver is our only debt that is not hedged or fixed. Series A preferred stock.

Securities and Exchange Commission (SEC) 130

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

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

MAY 7, 2024

This provides us significant organic investment capacity to finance our growth plans without being required to tap into the debt or equity markets to meet current investment guidance. Our recycling efforts are a function of a more active investment management initiative. This continues to be the case at our current investment guidance.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Debt Capital 130

The Motley Fool

NOVEMBER 7, 2024

With me today is 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 Yes.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

AUGUST 2, 2024

Connor Teskey -- President, Brookfield Asset Management and President, Renewable Power and Transition Thank you, operator. Edouard Bayford -- Vice President, Brookfield Asset Management Thank you, Connor, and good morning, everyone. [Operator instructions] Please be advised that today's conference is being recorded.

Asset Management 130

Asset Management Assets Capital Bidding 130

Pension Pulse

JULY 24, 2023

That’s why asset managers like them. A pension plan exists to meet future liabilities. The starting point is always on those future liabilities and then you work your way back to create a well diversified asset mix to increase the probability of meeting those future liabilities.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Motley Fool

FEBRUARY 22, 2024

With me today is 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 Ann Heyward, general counsel. Jim Connolly -- Executive Vice President, Asset Management Yes. I'll leave it there.

Asset Management 130

Asset Management Assets Capital Debt 130

The Motley Fool

AUGUST 2, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. The acquisition included the assumption of $243 million in secured debt is our intention to repay the secured debt in November 2025 as prepayment of the debt prior to November of 2025 will result in significant prepayment penalties.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

MAY 3, 2024

billion of transaction volume was driven by strong debt brokerage volume of $3.3 Our clients need capital, and our debt brokerage team did a fantastic job finding the appropriate capital for their needs. million premium write-off from the refinancing of acquired debt, and a $7.5 billion, up 40% year over year.

Debt 130

Debt Banks Assets Capital 130

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. million due primarily to incremental long-term debt financing.

Depreciation 130

Depreciation Amortization Debt Asset Management 130

The Motley Fool

APRIL 24, 2024

Today with Pyro, we get a crystal clear understanding of advances within hours of reviewing the deal tape, which allows us to price the deal quickly and accurately while the seller doesn't need to worry about a tail of liabilities. Is it all in cash or using any debt? Jay Bray -- Chairman and Chief Executive Officer Exactly.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

NOVEMBER 3, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. We appreciate your participation in this morning's call.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

The Motley Fool

AUGUST 2, 2024

Operations teams are waiting for the pace of multifamily completions to reach a peak and begin to come down and for bad debts to return to pre-pandemic levels. Property revenues for the quarter, including bad debt expense were in line with our expectations. As of today, approximately 85% of our debt is fixed rate. This $0.05

Taxes 130

Taxes Debt Capital Portfolios 130

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

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. Debt brokerage volume declined 52% year over year to $3.1

Asset Management 100

Asset Management Deal Flow Assets Finance 100