The Motley Fool

FEBRUARY 27, 2025

Notwithstanding our capital-constrained environment during the year, we continued to expand our experiential portfolio by effectively utilizing our operating cash flow and through limited use of our line of credit. These two assets showed Q4 trailing 12-month growth in revenue and EBITDARM over the same period in 2023.

Education 130

Education Debt Assets Capital 130

The Motley Fool

NOVEMBER 26, 2024

Net lease properties are generally single tenant assets for which the tenant is responsible for most property-level expenses. Realty Income generates around 73% of its rents from this sector, while Agree Realty is focused solely on retail assets. Should Agree Realty be aiming to take Realty Income's place? What does Realty Income do?

Deal Flow 130

Deal Flow Assets Asset Management Portfolios 130

Private Equity Insights

NOVEMBER 21, 2023

The structural underinvestment in critical minerals over the past decade has resulted in severely discounted valuations for excellent assets and created a massive need for capital investment, as countries transition to more sustainable energy sources,” said Brandon.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

FEBRUARY 2, 2024

Progressio SGR, the Italian private equity firm, is raising a new fund, Progressio Investimenti III, in response to LP demand and a doubling of proprietary deal flow over the past five years. As with previous funds, the money will predominantly be spent on proprietary deals and primary buyouts. We expect over-subscription.”

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Buyout 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Since inception, New Mountain’s net lease strategy has completed $1.9

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

MAY 21, 2024

However, currently deal flow for alternative investment funds remains challenging due to different pricing expectations between buyers and sellers as well as geopolitical factors which also play a significant role. To counter this, Net Asset Value (NAV) facilities emerge as an intriguing option.

Leveraging 130

Leveraging Banks Financing Finance 130

Private Equity Wire

JANUARY 26, 2024

Benefit Street Partners (BSP), a credit-focused alternative asset manager with approximately $75bn in AUM and a subsidiary of Franklin Templeton Investments, has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7bn of capital.

Funds 98

Funds Deal Flow Debt Asset Management 98

Private Equity Wire

JANUARY 12, 2024

JP Morgan Asset Management is expecting investors to exit their investments in private credit funds at a record pace this year as they look for liquidity, boosting the nascent secondary market in the process, according to a report by Bloomberg.

Debt 98

Debt Deal Flow Asset Management Stakes 98

Private Equity Wire

OCTOBER 25, 2024

IAIM leverages the origination and proprietary deal flow capabilities of Investec’s franchises to deliver private market investment solutions for investors. According to a press statement, the partnership will seek to accelerate Investec’s sustainability progress, with a particular focus on enhancing data capture and evaluation.

Deal Flow 90

Deal Flow Leveraging Financing Finance 90

This is going to be BIG.

MAY 5, 2023

Last August, I passed the point at which I had spent literally half my entire life working in this asset class, having started at the General Motors pension fund doing institutional investments in venture funds and late-stage directs back in February of 2001. It has been a career that fits my personality well.

Venture Capital 218

Venture Capital Pension Funds Investing Deal Flow 218

Private Equity Wire

JULY 17, 2024

A total of $4.0bn in Global Corporate Finance investments were made across North America, the UK, Europe, Latin America and Australasia, as well as $2.5bn of investment in real assets sectors, including energy, power, infrastructure, credit tenant lease financing, and structured credit.

Debt 98

Debt Capital Deal Flow Financing 98

Private Equity Insights

NOVEMBER 28, 2023

Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients.

Funds 130

Funds Deal Flow Financing Finance 130

Private Equity Wire

FEBRUARY 13, 2024

IAIM aims to leverage the origination and proprietary deal flow capabilities of Investec’s direct lending team to deliver private market investment solutions for investors. Investec’s direct lending strategy manages more than £3bn of assets and focuses on the European lower-mid market.

Deal Flow 98

Deal Flow Investing Leveraging Debt 98

Private Equity Wire

MARCH 27, 2024

Partners Group, a Swiss-based global private equity firm with $147bn in assets under management, is targeting $12bn for another private equity secondary strategy fund that will focus on deals in the Asia Pacific region, according to a report by Reuters.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Funds Deal Flow 98

Private Equity Wire

DECEMBER 5, 2024

Global deal-making and financing activity is set to rebound in 2025 following a challenging year as easing interest rates spark optimism across industries, according to new research by financial and corporate services provider Ocorian.

Professional Services 97

Professional Services Deal Flow Debt Financing 97

The Motley Fool

NOVEMBER 24, 2024

Through the first nine months of 2024, it bought roughly $740 million of new assets. Carey had shied away from retail properties because it believed the sector was overdeveloped and, equally important, competition was high for assets. That said, the divestitures weren't all negative. Historically W.P.

Deal Flow 130

Deal Flow Prospects Assets Portfolios 130

Private Equity Insights

JANUARY 12, 2024

LCP X’s strategy is principally focused on the acquisition of private equity and alternative asset partnership portfolios from large-scale investors as they rebalance their allocations or seek liquidity, while also engaging in smaller opportunities leveraging Lexington’s deep industry relationships.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 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. If the asset is still leasing up and doesn't have 90% occupancy, it can't qualify for a GSE loan. The decrease in non-cash MSR revenues drove a $7.2

Debt 130

Debt Banks Assets Deal Flow 130

Private Equity Wire

JANUARY 26, 2024

Etroy also remarked that investors have become pickier, a situation that is leading to private equity firms undertaking more exits via continuation funds (which allow them to transfer assets to a new vehicle) or with a co-control or structured equity type of deal. And so the middle gets squeezed.”

Buyout 98

Buyout Private Equity Firms Private Equity Firms Deal Flow 98

This is going to be BIG.

FEBRUARY 21, 2019

While most of the money that goes into VC funds comes from institutions that are highly experienced in the asset class, some family offices and high net worth individuals also invest in VC. They’re trying to get exposure and diversification at the same time, while potentially seeing co-investment deal flow.

High Net Worth Individuals 106

High Net Worth Individuals Accredited Investors Pension Funds Funds 106

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.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

Private Equity Wire

JANUARY 29, 2024

According to the report, tech M&A activity with strategics and private equity will continue to improve as strategic buyers who are seeing a rebound in their stock prices pursue transactions with the expectation of further market recovery, while also continuing to divest underperforming and non-core assets.

Private Equity Firms 105

Private Equity Firms Private Equity Firms Deal Flow Venture Capital 105

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. We've also continued to produce attractive returns on our asset management business.

Capital 147

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

The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 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.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

MAY 3, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. However, longer term, we believe all these assets, but in particular Maplewood, are well-positioned to generate reliable and growing cash flows and related rent. [Operator instructions] As a reminder, this conference is being recorded.

Investors 130

Investors Assets Capital Portfolios 130

This is going to be BIG.

MAY 16, 2024

That would probably signal the end of the asset class. If we ever do get to the one-person unicorn, that’s going to be a lot of people trying to beat out Sequoia and Benchmark to fund its solitary round—a $2mm seed that it never looks back from for additional capital.

Deal Flow 97

Deal Flow Leveraging Venture Capital Capital 97

The Motley Fool

NOVEMBER 21, 2024

The primary purpose of the center is to consolidate our core assets and knowledge and to advance the development of the chips and the tubes and to lead our future road map. Inaudible] Altogether, in terms of the locations and the place, by far, our pipeline and deal flow is far bigger than what we have indicated, and we continue to work.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Education 245

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. We've also continued to produce attractive results in our asset management business.

Capital 130

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

The Motley Fool

OCTOBER 1, 2024

When you look at all the component parts of what Brookfield is, what we are firmly focused on is, how do we build a business that has really stable cash flow, strong downside protection, and can drive attractive earnings growth over a long period of time. In December you spun out Brookfield Asset Management. This was a big deal.

Asset Management 130

Asset Management Assets Capital Shareholders 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

OCTOBER 11, 2024

iShares is leading the industry in global flows with approximately $250 billion through the third quarter and historically sees upwards of 40% of its total annual flows in Q4. iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. And Aladdin. Third quarter revenue of $5.2

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

SEPTEMBER 28, 2024

It has achieved a 20% reduction in equipment downtime, which is such a strong result that it's rolling the software out to more of its assets. ai's partner network accounted for 72% of its deal flow, making it a valuable sales channel. One of the world's largest chemical manufacturers, Dow , uses the C3.ai

Deal Flow 100

Deal Flow Stakes Financial Services Portfolios 100

The Private Equiteer

FEBRUARY 5, 2025

In the middle market, where every deal counts, you need to be both methodical and a bit opportunistic. Building a Healthy Deal Flow Deal flow is a term youll hear in almost every PE conversation. Referrals: Good old-fashioned word-of-mouth remains one of the best sources for deal flow.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Pension Pulse

MAY 8, 2024

“Particularly in this part of the world, there are a lot of governments who are jumping and saying that, ‘We’ve got a lot of energy transition needs,’” said Wai Leng Leong, head of Asia-Pacific at Caisse de Depot et Placement du Quebec at the FT Future of Asset Management Asia event in Singapore Wednesday.

Pension Funds 64

Pension Funds Financing Finance Deal Flow 64

The Motley Fool

NOVEMBER 6, 2024

Excluding the Eddy assets, our sales per square foot was $910, our occupancy rate was 95.4%, same-store NOI was 2.8%, and traffic was up 1.6%. when excluding the Eddy group of assets in our portfolio. PPRT owns Fortress asset Los Cerritos, Fortress potential asset Washington Square, and Eddy Asset Liquid Center.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. However, longer term, we believe all of these assets, but in particular, Maplewood, are well positioned to generate reliable and growing cash flows and related rent. [Operator instructions] As a reminder, this conference is being recorded.

Investors 130

Investors Assets Banks Capital 130

The Healthcare Investor

AUGUST 9, 2023

Global deal flow is down from its 2021 peak. Yet, as this white paper will explain at a granular level, private equity investment in healthcare companies remains a viable and, in some cases, thriving asset class in relation to other target industries.

Deal Flow 52

Deal Flow Investing Assets Companies 52