The Motley Fool

DECEMBER 30, 2023

Securities and Exchange Commission requires nearly anyone who manages more than $100 million in assets to disclose their trading activity. For example, rising interest rates can quickly lower the value of the mortgage-backed securities they use as collateral. Every three months, the U.S. Image source: Getty Images.

Collateral 246

Collateral Assets Taxes Portfolios 246

The Motley Fool

OCTOBER 28, 2024

Is a dividend cut around the corner, or can this highly diversified asset manager maintain its eye-popping yield for everyday investors who buy at recent prices? At the time, the alternative asset manager had assets totaling $34 billion under management. The Sculptor portfolio continues to reduce reliance on mortgage servicing.

Capital 244

Capital Collateral Asset Management Liabilities 244

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. Secured debt is debt backed by collateral, which helps reduce the risks associated with lending. Riley Financial's lofty 17.3% dividend yield comes with big question marks B.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Insights

JULY 18, 2023

Angelo Gordon, a $73bn alternative investment firm focused on credit and real estate investing, today announced the final close of the AG Asset Based Credit Fund, L.P. read more The post Angelo Gordon Raises $1bn for Asset Based Specialty Private Credit Opportunities appeared first on Private Equity Insights.

Assets 130

Assets Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

SEPTEMBER 9, 2024

On Maker, users can deposit Ethereum or other digital assets to obtain DAI, the protocol's decentralized stablecoin pegged to the U.S. One of the next "big things" in crypto is the tokenization of real-world assets (RWAs) such as real estate, bonds, and other traditional financial instruments.

Collateral 245

Collateral Financing Finance Assets 245

The Motley Fool

MAY 4, 2024

It's fairly easy to understand what property owning REITs do: They buy physical assets and lease them out to tenants. Its revenue comes from the interest it collects on these bond-like securities, often called something like a collateralized mortgage obligation. That's what you'd do if you had a rental property.

Returns 246

Returns Capital Initial Public Offering Mutual Funds 246

The Motley Fool

NOVEMBER 12, 2024

This process can often be delayed at the collateral underwriter review stage where workloads are already substantial. Our AI tools are driving these gains from automating income verification and collateral review to enabling multiple client chats and insights that boost conversion. Together, these assets represent a total of $9.8

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

SEPTEMBER 15, 2024

In other words, it is very unlikely that this business will be able to grow its market share or top line anytime soon, as it will have fewer and fewer productive assets to operate. That will further reduce its total assets, and reduce its financial flexibility to borrow money at an attractive interest rate, as it will have less collateral.

Collateral 246

Collateral Debt Amortization Depreciation 246

The Motley Fool

AUGUST 28, 2023

Personal loans could be considered more risky because an asset doesn't secure them. While automotive loans carry risks, there is at least an asset to back the loan. But with a HELOC, your home is the collateral backing the loan. Since homes are an enormous consumer asset, the addressable market is significant, too.

Collateral 245

Collateral Assets Prospects Financing 245

The Motley Fool

SEPTEMBER 6, 2023

With an unsecured loan, a borrower does not have to put anything of value up as collateral. On the other hand, a secured loan requires collateral, such as artwork, a classic car, undeveloped property, or any other asset that a bank can take possession of and sell if the borrower fails to make payments.

Collateral 246

Collateral Debt Banks Accounting 246

The Motley Fool

SEPTEMBER 17, 2024

However, with the introduction of cbBTC, Bitcoin holders can now leverage their assets within DeFi easily. By enabling Bitcoin to be used as collateral or for other DeFi purposes, its value can be further unlocked, potentially leading to big gains in the crypto's price. Should you invest $1,000 in Bitcoin right now?

Collateral 238

Collateral Leveraging Assets Financing 238

The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. The answer is institutional investors focused on asset allocation. Frankly, most individual investors likely won't fall into the asset allocation category anyway. And they are certainly nothing like a landlord.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

Private Equity Wire

JULY 11, 2024

Major financial institutions believe private debt will be the first asset to be tokenised and routinely traded digitally, according to new global research conducted by industry association Global Digital Finance. Around half (46%) said increased liquidity in general is the biggest benefit while 23% cited lower compliance costs.

Debt 94

Debt Assets Collateral Financial Institutions 94

Private Equity Insights

NOVEMBER 16, 2023

The New York-based investment manager is planning to raise funds through collateralized loan obligations (CLOs) secured by the loans held by its flagship $52bn private credit fund, the report added, citing documents viewed by the newspaper. Blackstone did not immediately respond to Reuters’ request for comment. While exact figures.

Private Equity Firms 173

Private Equity Firms Private Equity Firms Collateral Funds 173

Private Equity Insights

AUGUST 16, 2024

Potential buyers, such as oil & gas producers and other investment firms, would have to take on nearly $800 million of Maverick’s debt, including the outstanding amount on an asset-backed securitization tied to some of its assets, the sources said, cautioning that no deal is guaranteed. Jefferies declined comment.

Collateral 130

Collateral Private Equity Firms Private Equity Firms Buyout 130

FinSMEs

DECEMBER 6, 2023

Collateral Good, a Zürich, Switzerland-based climate-first venture capital platform, announced the launch of a new €100m strategy dedicated to “Sustainable Fashion” and financially backed by global premium fashion company HUGO BOSS.

Collateral 59

Collateral Venture Capital Funds Asset Management 59

The Motley Fool

NOVEMBER 18, 2023

It buys pools of mortgages that have been brought together into bond-like securities, often called something along the lines of collateralized mortgage obligations (CMOs). In fact, Annaly is most appropriate for institutional-level investors with a focus on asset allocation , as it provides exposure to the mortgage debt market.

Capital 242

Capital Collateral Pension Funds Assets 242

The Motley Fool

JANUARY 9, 2024

Annaly buys mortgages that are pooled into bond-like securities, often called something like a collateralized mortgage obligation (CMO). Annaly is really designed to be owned by total return investors who focus on asset allocation (such as insurance companies and pension funds). Image source: Getty Images.

Capital 245

Capital Collateral Pension Funds Debt 245

The Motley Fool

SEPTEMBER 7, 2024

AGNC's leverage increases risk In the company's 10Q (which is its quarterly report to the SEC), it states that: We pledge our securities as collateral under our borrowings structured as repurchase agreements with financial institutions. Asset allocators looking for mortgage exposure will probably be interested here.

Collateral 130

Collateral Investing Leveraging Financial Institutions 130

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

SEPTEMBER 27, 2023

Once on the brink of bankruptcy , a debt restructuring plan temporarily reduced its interest costs as Carvana offered assets up for collateral in exchange for debt relief. Carvana Carvana (NYSE: CVNA) is up an astounding 730% year to date. This buys Carvana two years to build the used car retailer into a sustainable business.

Initial Public Offering 246

Initial Public Offering Collateral Debt Leveraging 246

Mish Talk

NOVEMBER 28, 2022

Crypto Firms in Bankruptcy Proceedings End of an Era The Balance Sheet Assets $256 million. The firm, founded in 2017 by Zac Prince and Flori Marquez and backed by Thiel Capital spinout Valar Ventures, lends money to customers using their cryptocurrency assets as collateral. Liabilities $1 to $10 billion.

Assets 85

Assets Collateral Liabilities Capital 85

The Motley Fool

JULY 10, 2023

Hindenburg was also critical of Icahn's habit of pledging his company's shares as collateral for his personal margin loans. Icahn owns 85% of the company, and about 60% of his shares were pledged as collateral for personal loans. Icahn was largely dismissive of the claims, but he is apparently acting in response.

Collateral 130

Collateral Public Companies Banks Assets 130

The Motley Fool

FEBRUARY 27, 2025

Learn More This asset clears the way for more adoption U.S. Treasury bills and notes are, at least historically, among the world's safest and most widely held assets. Furthermore, many new international financial institutions are onboarding their assets and using XRP to transact with each other. government.

Assets 100

Assets Financial Institutions Exchange-Traded Funds Collateral 100

The Motley Fool

JULY 10, 2023

Vacation time as loan collateral A tiny financial services company in Minnesota is letting people use PTO for a unique purpose. As reported by the Star Tribune , LLFS has a program where personal loan borrowers can use their vacation time as collateral. But is it a good idea to use PTO for anything other than a much-needed rest?

Collateral 130

Collateral Startups Debt Financial Services 130

Private Equity Insights

JANUARY 12, 2024

Global investment firm, Carlyle (NASDAQ: CG) today announced the final close of its inaugural collateralized loan obligation (“CLO”) captive equity fund, CLO Partners. The fund raised more than $600 million, exceeding its initial $500 million target. Source: Carlyle Can’t stop reading? per share, private equity firm Sycamore Partners.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Collateral Funds 130

The Motley Fool

JULY 10, 2023

Rather than selling off shares of Icahn Enterprises and incurring capital gains taxes as a result, Icahn had pledged a huge portion of his Icahn Enterprises holdings as collateral. That might not be enough to put all of Hindenburg's concerns to rest, but it made shareholders a lot more comfortable with Icahn Enterprises.

Collateral 130

Collateral Shareholders Debt Financing 130

The Motley Fool

FEBRUARY 21, 2024

Rather, it buys mortgages that have been pooled into bond-like securities, sometimes called collateralized mortgage obligations or something similar. Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

JUNE 23, 2023

Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar. In this way, it is something like a mutual fund or asset manager. This is because CMOs trade like bonds, actively being bought and sold all day long.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. These are all unrestricted and provide the option to potentially leverage this strategic asset in the future.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

OCTOBER 28, 2024

This will often mean either one of two things: Collateral: Some small business loans will require collateral, such as equipment loans that are secured by the equipment purchased. Point one only works if you have assets to back it up.

Collateral 130

Collateral Financing Finance Startups 130

Private Equity Wire

JULY 3, 2024

European private credit manager Pemberton Asset Management has held the first close of its new NAV strategic financing strategy at over $1bn of investible capital. The strategy, which provides financing solutions to private equity firms, secured investment from Abu Dhabi Investment Authority as anchor investor, Legal & General and others.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Collateral Buyout 98

The Motley Fool

SEPTEMBER 25, 2024

This new asset unlocks Bitcoin's dormant capital, making it possible to use in the burgeoning decentralized finance (DeFi) economy. Bitcoin holders can convert their BTC into cbBTC, allowing them to engage in DeFi activities such as lending, borrowing, and collateralizing assets. Why Ethereum?

Collateral 130

Collateral Financial Institutions Financing Finance 130

The Motley Fool

NOVEMBER 10, 2023

EPR owns physical properties, while AGNC invests in mortgages that have been pooled into bond-like investments often called collateralized mortgage obligations (CMOs), or something similar. Leverage, meanwhile, plays an important role for mortgage REITs, with the portfolio of CMOs often acting as collateral. Image source: Getty Images.

Collateral 130

Collateral Leveraging Assets Portfolios 130

The Motley Fool

SEPTEMBER 7, 2024

Hindenburg accused Icahn Enterprises of overstating its net asset value (NAV), having a "Ponzi-like" structure , and not having enough cash flow to support its distribution. The SEC said that from 2018 to the present, Icahn pledged between 51% to 82% of Icahn Enterprises' outstanding securities as collateral to secure personal loans.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Shareholders Assets 130

Private Equity Insights

OCTOBER 19, 2023

is looking to raise $325m to refinance debt by pledging its franchise agreements and other assets, opting for a funding tool that’s dropped in popularity this year. in recent years have raised hundreds of millions of dollars by securitizing assets. Mexican fast food chain Qdoba Restaurant Corp. Taco Bell and Wendy’s Co.,

Capital 130

Capital Private Equity Firms Private Equity Firms Collateral 130

Private Equity Insights

NOVEMBER 2, 2023

It has been buying loans at a discount from other private credit funds as well as loans from collateralized loan obligations, which repackage them and sell them as bonds. Read more Brookfield closes infrastructure debt fund at $6bn Brookfield Asset Management closed its Brookfield Infrastructure Debt Fund III at over $6bn, which.

Funds 130

Funds Private Equity Firms Private Equity Firms Collateral 130