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). It has since concluded that review, opting to sell the assets to Brookfield. Falling leverage will put the REIT's 3.2%-yielding Brookfield Asset Management currently pays a 3.3%-yielding

Asset Management 130

Asset Management Assets Leveraging Debt 130

The Motley Fool

JULY 28, 2024

The reason for that is fairly simple: It has been lagging its banking peers on key performance metrics like earnings growth, return on equity, and return on risk-weighted assets. Rowe Price 's (NASDAQ: TROW) most important asset. Thus, assets under management (AUM) are a big determinant of the company's top and bottom lines.

Banks 130

Banks Asset Management Debt Assets 130

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 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

Private Equity Wire

MARCH 21, 2024

The fund, which furthers the existing relationship between Apollo and Abu Dhabi sovereign wealth fund Mubadala beginning in 2020, is structured as a business development company and will not charge a fee during the first year, waiving half of fees the following year. These fees include a 1% management fee and a 12.5%

Funds 96

Funds Business Development Companies Management Fees Leveraging 96

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. After which, we'll be happy to take your questions.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 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

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Acquiring Kuvare Asset Management adds $20 billion of AUM or but not inclusive of incremental growth at Kuvare. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

FEBRUARY 6, 2024

Over the past year, we've seen Bitcoin mature further as an institutional-grade asset class with broader regulatory recognition and institutional adoption. As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. So what does this mean?

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

APRIL 18, 2024

In the first quarter, our funds reported steady appreciation overall, highlighted by strength in infrastructure, credit, and our multi-asset investing platform, BXMA. Our long-term capital provides the flexibility and firepower to invest while affording us the patience to sell assets when the time is right.

Assets 130

Assets Debt Banks Capital 130

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

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. The alternative industry still represents a small portion of investable assets globally.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

OCTOBER 15, 2024

But overall activity is fine, unemployment is low and wage growth is steady, both of which bode well for the consumer overall and for consumer asset quality. On asset quality a few quarters ago we told you that consumer credit losses would go down this quarter, given delinquency trends we had seen at the time. Alastair M. billion.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. For the year, we now expect proceeds of $550 million to $600 million in asset sales. We finished the quarter with 98.7%

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JANUARY 16, 2025

We produced 83 basis points return on assets and 13% return on tangible common equity. Asset quality stabilized and remained strong with net charge loss declining modestly from third quarter. And investment brokerage fees rose 21%, with both assets under management flows and market levels contributing nicely to the growth.

Banks 130

Banks Leveraging Capital Accounting 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. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Second, and more importantly, we're committed to operational efficiency and disciplined resource allocation, which includes thoughtful staff distribution and effective marketing expense management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

JANUARY 19, 2024

Asset yields benefited from the maturity and replacement of lower-yielding fixed-rate loans and securities. The benefits of fixed-rate asset turnover will persist, overcoming the headwinds and driving net interest income growth in the second half of the year. We feel good about that asset class because we're good at it.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

APRIL 30, 2024

The real estate group, which focuses on nontraditional niche asset classes, continues to generate excellent returns. What started out as strictly an owner of excess MSRs today is a full-scale asset manager with capabilities in credit, real estate, obviously, all kinds of lending businesses as well as in the mortgage space.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

AUGUST 8, 2024

Just the assets under management fees. Froglet or in business terms, operating leverage. Revenue continues to grow for these companies, but importantly, thanks to operating leverage, profits are growing even faster. The third one, Ricky, I think this is so important, incentives really matter.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. PGIM's assets under management increased 6% to $1.3 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

JANUARY 12, 2024

On net adjusted basis, we generated a 90 basis-point return on assets and a 15% return on tangible common equity. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. trillion of total assets, up 27 billion from the third quarter.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Can you just provide a little bit more detail on the expected proceeds and that you expect to generate and maybe book and sort of the pricing on that asset sale? We're not getting into a lot of detail on that asset sale. Good morning. We had a 19.3%

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. This quarter's higher RWA is largely due to seasonal effects, including higher client activity in Markets and higher risk weights on deferred tax assets, partially offset by lower Card loans.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

The Motley Fool

AUGUST 2, 2024

PGIM, our global asset management business, is well positioned to address the increasing demand for retirement solutions around the world while capitalizing on growing institutional demand for private credit and alternative investments. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. At the same time, we continue to enhance the ways we leverage technology to improve customer experiences and optimize operating efficiency. Moving to Slide 5.

Assets 100

Assets Capital Liabilities Asset Management 100

Hedgestone

JUNE 18, 2024

This performance-based fee model ensures your interests are aligned. Finding out the commission rates in your specific industry might give you leverage in negotiations. Brokers leverage their extensive networks to reach potential buyers you might not have access to, expanding the reach of your offer considerably.

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Motley Fool

JANUARY 15, 2025

Average loans declined throughout the year as credit card -- as growth in credit card balances was offset by declines in most other asset classes, reflecting weak loan demand as well as credit tightening actions. We have enhanced our customer relationship management capabilities for our bankers and advisors. Moving to Slide 9.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 21, 2024

As an example, we know the most valuable tangible asset we own is our database of consumers. Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. We know that our homeowners have assets.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

FEBRUARY 2, 2024

New supply looks to be manageable in most of our submarkets there, but we are actively monitoring our two recently built high-rise assets in the St. And we believe 30% to 40% of the new supply in those markets may compete directly with Camden's assets. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. People were overpaying for a depreciating asset.

Banks 130

Banks Investment Banking Investment Banks Portfolios 130

The Motley Fool

OCTOBER 15, 2024

PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. As for asset values that you add into the FAS fund, those types of reforms, those are based on the day you file for aid. However, I still have a good portion of my nest egg with a financial advisor who charges me for assets under management.

Taxes 130

Taxes Mutual Funds Accounting Financing 130

The Motley Fool

FEBRUARY 27, 2024

We have one of the strongest and most experienced teams of real estate professionals in the cannabis industry, a high-quality portfolio and a conservative and flexible balance sheet with a 12% debt to total gross assets. For my prepared remarks, I plan to highlight our leasing progress for our vacant and under-development assets.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

JULY 14, 2023

We're really pleased with execution in this business as we continue to bring in new assets under custody and administration, which were up by approximately $2.4 However, we have seen activity pick up a bit in Asia for two quarters, with growing net new assets. trillion in the last year. Referrals from the U.S.

Banks 130

Banks Capital Investment Banking Investment Banks 130