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

The Motley Fool

SEPTEMBER 7, 2024

The big open secret here is that AGNC, like other mortgage REITs , makes liberal use of leverage in an effort to enhance shareholder returns. For starters, pledging basically means the company is using its mortgage bond portfolio as collateral for loans. In and of itself using leverage isn't a bad thing, but it increases risk.

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

ai (NYSE: AI) is an enterprise software company leveraging AI to support a diverse group of clients. 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. But for now, Nvidia is arguably priced for perfection.

Initial Public Offering 246

Initial Public Offering Collateral Debt Leveraging 246

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Finally, we did an outstanding job generating positive operating leverage, with expenses up only $6 million sequentially, despite our rapid growth. This was due to issuance of 0.7

Leveraging 246

Leveraging Amortization Bidding Collateral 246

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

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. Adding to the concern here, REITs like Annaly often use leverage to enhance returns.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

DECEMBER 21, 2023

Technically, mortgage REITs like Annaly usually buy bond-like securities that represent a pooled collection of mortgages, often called something like a collateralized mortgage obligation (CMO). Then there's the fact that mortgage REITs like Annaly tend to use leverage to enhance returns. Image source: Getty Images.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

JULY 14, 2024

It buys mortgages that have been pooled into bond-like securities, often called collateralized mortgage obligations or something similar. Leverage can enhance returns, but it can also exacerbate losses. It's just scaled up to large portfolios of apartment buildings, offices, and warehouses, among other property types.

Capital 130

Capital Collateral Leveraging Assets 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.

Collateral 130

Collateral Leveraging Assets Portfolios 130

Private Equity Wire

JULY 16, 2024

Sumit Gupta, Co-Founder and Managing Director of Oxane Partners – named New Solution of the Year at the Private Equity Wire European Credit Awards for its leverage facility management solution – shares how sponsors and lenders can unlock scalability as they grow.

Finance 98

Finance Financing Collateral Funds 98

The Motley Fool

DECEMBER 7, 2023

A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

JUNE 14, 2024

The answer is investors who follow a fairly complex asset allocation model (which should obviously include mortgages as an asset class). In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. That's not likely to be a small income investor. That increases risk.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

Blackstone

AUGUST 8, 2024

A powerful shift is underway in credit markets as private lenders partner with banks to finance real economy assets. These mutually beneficial partnerships enable banks to continue originating assets and serving their customers, and they give us at Blackstone the opportunity to provide our clients with high quality loans.

Finance 121

Finance Financing Amortization Banks 121

The Motley Fool

JULY 3, 2023

In the case of AGNC, it owns mortgages that have been pooled together into tradable securities often called something like a collateralized mortgage obligation (CMO). On top of that, mortgage REITs generally make use of leverage in an effort to enhance returns. That leverage is often backed by the value of the CMO portfolio it owns.

Collateral 130

Collateral Leveraging Shareholders Portfolios 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

The Motley Fool

SEPTEMBER 30, 2024

It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). On top of that, mortgage REITs like Annaly generally employ leverage in an effort to enhance returns. However, it is not a traditional property-owning REIT.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

APRIL 20, 2024

Nearly 89% of its debt investments are first lien, senior secured (meaning no other obligation has priority if there is a default, and the loan is backed by collateral). By investing in the lower middle market, PennantPark is typically able to invest in companies with lower leverage while getting stronger contract terms.

Capital 130

Capital Initial Public Offering Debt Collateral 130

The Motley Fool

MARCH 9, 2024

Saylor described Bitcoin and the investment as a "dependable store of value and an attractive investment asset with more long-term appreciation potential than holding cash." As the company continues to leverage itself with debt, the price at which it would face a margin call is likely to rise. MSTR Total Return Level data by YCharts.

Debt 130

Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

APRIL 11, 2024

They will invest in different property types and consider varying risk profiles for the actual assets they end up adding to their portfolios. Some make more aggressive use of leverage, too. Image source: Getty Images. But all REITs are not the same. You need to dig into the actual business of the REITs you are looking at.

Investing 130

Investing Collateral Leveraging Debt 130

The Motley Fool

AUGUST 16, 2023

Mortgage REITs don't own physical assets. Normally, the assets they buy are pools of mortgages that trade like bonds, often called something like a collateralized mortgage obligation (CMO). Leverage is a normal part of the model, too, often backed by the value of an m-REIT's portfolio. Image source: Getty Images.

Capital 130

Capital Collateral Leveraging Assets 130

The Motley Fool

OCTOBER 24, 2024

The market's pricing of additional rate cuts has led to a steeper yield curve, increasing the attractiveness of fixed-income assets. Economic leverage ticked down slightly to 5.7 We did rotate an additional 5% of the portfolio from intermediate coupons to higher coupon collateral on a relative value basis. for Q3 and 10.5%

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

FEBRUARY 8, 2024

The second half of the quarter proved beneficial to mortgage assets as implied volatility declined, the yield curve modestly steepened and agency spreads tightened meaningfully. And we achieved these results with lower economic leverage, which declined to 5.7 per share. turns at the end of the quarter. billion in market value.

Capital 130

Capital Leveraging Banks Assets 130

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Private Equity Wire

SEPTEMBER 20, 2023

Aside from traditional lending, funds are experimenting with lending against collateral, with many different collateralised loans emerging. Firms use innovative approaches, including esoteric assets like art, infrastructure, and life insurance. We own private equity accounting software and a robust asset accounting platform.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

The Motley Fool

AUGUST 1, 2024

Also, we recognized losses on our discontinued intellectual property collateral protection insurance product. For our June financials, the preliminary allocation of purchase price includes $108 million to goodwill and $49 million to intangible assets. On year-to-date 2024 consolidated combined ratio, we included $96.8

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

MARCH 25, 2024

As if to make things even more complicated, mortgage REITs usually use leverage, with their portfolios acting as collateral, to try to enhance returns. It exists so institutional-level investors can get access to mortgages as they look to fill in the boxes of an asset allocation model.

Capital 130

Capital Collateral Leveraging Portfolios 130

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. Yet it has an appeal because of its greater claim to profits depending on the strength of the underlying collateral.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

OCTOBER 30, 2024

to 12%, compounded annual growth from the midpoint of our 2025 guidance, reflecting the strengthening trajectory of our core asset base and our accretive growth investment prospects. Its batteries will complement our existing fleet of assets in ERCOT, and together these will be beneficial additions to our fleet.

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

NOVEMBER 1, 2023

MicroStrategy is well positioned to gain competitive leverage in winning both of these areas of growth. Much like we have done with cloud hyperscalers, we plan to openly partner with and leverage the technology investments in these companies. Rather than invest heavily to build our own models.

Education 130

Education Assets Leveraging Debt 130

The Motley Fool

AUGUST 29, 2023

Leveraging this holistic view of the customer, nCino facilitates gathering deposits, originating any loan product, onboarding customers, and portfolio management, all from one platform. we added an over $10 billion asset Caribbean subsidiary of a global bank for commercial lending. Also, beyond the borders of the continental U.S.,

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

JULY 25, 2024

Earnings available for distribution exceeded our dividend by $0.03, demonstrating our ability to consistently earn strong returns with prudent leverage, which stood at 5.8 And consistent with prior quarters, we favored high-quality prepayment-protected collateral with durable cash flows. return for the first half of the year.

Capital 130

Capital Assets Leveraging Portfolios 130

The Motley Fool

AUGUST 1, 2024

And by leveraging generative AI, we can deliver great client experiences at scale by handling more interactions and keeping more clients engaged with better automation. Recent data shows that clients using chat have conversion rates three times higher compared to those who didn't leverage chat.

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. The vast majority of 2024 commercial real estate loan maturities are on non-multifamily assets, and the start to the year by our debt brokerage team using non-agency capital is encouraging.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

JULY 25, 2024

I would add that despite stock repurchase and asset growth, we've maintained a rock-solid balance sheet with our capital ratio still above our stated target range and ample liquidity. In fact, you couldn't ask for a better demonstration of operating leverage. The assets include Flagstar's MSRs and advances, which totals $1.2

Leveraging 130

Leveraging Capital Assets Amortization 130

The Motley Fool

MAY 13, 2024

But in regards to selling those assets -- I mean, we always analyze different options in order to maximize shareholder value, but the business as a whole is performing well and generating cash. So, we have no urgency to sell any assets. So, I would like to focus on credit. Neha Agarwala -- HSBC -- Analyst OK. Yeah, that was clear.

Banks 130

Banks Collateral Financial Services Securities and Exchange Commission (SEC) 130