The Motley Fool

MAY 2, 2024

Paying off debt Many people don't think of paying off debt as an investment, but it can be. It's an especially good idea to pay down high-interest debt, such as credit card debt. So if you have credit card debt, you'll most likely save more money by paying that down than you'd make by investing your money elsewhere.

Investing 130

Investing Debt Taxes Accounting 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Fees eat into returns -- doubly so when you only have a bit of savings to invest. Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards One solution: fractional shares.

Investing 130

Investing Mutual Funds Management Fees Banks 130

The Motley Fool

MAY 22, 2024

Rowe Price (NASDAQ: TROW) , Bank of Nova Scotia (NYSE: BNS) , and Agree Realty (NYSE: ADC) right now. But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. The bank's dividend yield today is 6.4%. Annuity-like income at T.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes.

Debt 89

Debt Hedge Funds Investing Banks 89

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

NOVEMBER 20, 2024

I also undertook an overhaul of my finances that year, with an initial primary focus on paying off high-interest debt and saving to become a homeowner for the second time in my life (and knowing it was a much better idea this time around). I'm very happy with my robo-advisor-managed IRA thus far.

Accounting 130

Accounting Investing Management Fees Debt 130

The Motley Fool

DECEMBER 19, 2024

And finally, it has enabled the consistent and predictable takedown of just in time delivered fully developed home site, and that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transaction that have enabled our land-light transformation to date. debt to total capital ratio.

Assets 214

Assets Debt Capital Banks 214

The Motley Fool

JANUARY 29, 2024

And maybe you have stayed away from cryptocurrencies until now only because you don't want to open and fund another investing account with yet another firm, sharing your financial details and bank account numbers over the internet just to get started. And then you're in exactly the right place.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

NOVEMBER 8, 2024

We are also excited to have several portfolio companies in the advanced stages of completing strategic acquisitions, which if successful, will provide the opportunity for additional future fair value appreciation in addition to providing us highly attractive incremental debt investments in these high-performing portfolio companies.

Capital 130

Capital Asset Management Due Diligence Assets 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. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Assets Management Fees 130

The Motley Fool

OCTOBER 17, 2024

Today, we manage the largest third-party private credit business in the world with $432 billion across corporate and real estate credit, up a remarkable 20% year over year. We have one of the largest, if not the largest, businesses in direct lending, CLOs, real estate debt and private investment grade credit. in the last 12 months.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

FEBRUARY 2, 2024

Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. Orange County will come primarily from a reduction in bad debt as we repopulate many of our vacant units with residents who actually pay their rent. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 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. The revolver is our only debt that is not hedged or fixed. Turning to our balance sheet, we ended Q2 with net debt to adjusted EBITDA at 7.06 Series A preferred stock.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. Firmwide IB fees were up 18% year on year, reflecting particular strength in underwriting fees. NIR ex Markets was up $1.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. In banking and wealth management, revenue was down 5% year on year, reflecting lower deposits and deposit margin compression, partially offset by growth in wealth management revenue. NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JANUARY 12, 2024

The net reserve build was primarily driven by loan growth in card and the deterioration in the outlook related to commercial real estate valuations in the commercial bank. Investment banking revenue of 1.6 IB fees were also up 13% year on year, and we ended the year ranked No. In advisory, fees were up 2%. Expenses of 6.8

Banks 130

Banks Capital Assets Investment Banking 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

JULY 14, 2023

And while the bulk of the tightening is behind us, central banks are responding vigorously to inflation and have made it clear, the cycle of hikes isn't over. We remain laser-focused on executing our strategy and simplifying and modernizing our bank. In banking, the momentum in investment-grade debt has spread into other DCM products.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 11, 2024

We have maintained strong credit discipline and driven significant operating efficiencies in the company while investing heavily to build a risk and control infrastructure appropriate for a bank of our size and complexity. The investments we've been making in our consumer, small, and business banking segment are starting to generate growth.

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

JULY 14, 2023

The net reserve build included a 389 million build in the commercial bank, a $200 million build in card, and a 243 million release in corporate, all of which I will cover in more detail later. On liquidity, our bank LCR for the second quarter ended at 129%, in line with what we anticipated at Investor Day. Expenses of 20.2

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

AUGUST 4, 2023

These investments were offset by increased repayments we received on several debt investments and the full exit of our investments in two lower middle market portfolio companies. Our private loan investments are typically first lien debt investments with attractive yield profiles in favorable terms.

Capital 147

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

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. billion of bridge business.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. One, debt financing. billion in principal amount of convertible debt outstanding at an attractive blended cost of debt fixed at 0.8% We have $4.3

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Motley Fool

MAY 28, 2024

Today, so many of our companies are software-driven, or their intangible driven, or their brands driven, that it's not so important, but it still remains a very important measure for bags, And JPMorgan is a lot of things, but at its core, it is a bank. Ricky Mulvey: You'd like to see a cautious person running a large bank.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

AUGUST 8, 2024

It's like a private equity that retail investors can invest in because they also take on debt, they can do things like preferred shares, which are really more like debt than they are like stock, even though it's called preferred shares. Just the assets under management fees. Generally, they don't.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

APRIL 22, 2024

How did they get their bank accounts? There was some talk of FTX paying off the Bahamas national debt perhaps as a way of carrying favor with the government. They have the exchange-traded funds where you can go on your regular brokerage account and buy Bitcoin through these ETFs with a low management fee in some cases.

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

The Motley Fool

FEBRUARY 7, 2024

PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses. This was partially offset by higher asset management fees, including the benefits from our acquisition of Deerpath Capital and of launching Prismic. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

NOVEMBER 5, 2024

Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4 These offerings illustrate the diversity of debt products available to us and the intentionality of our capital diversification philosophy. Can you give us an update on where 2024 bad debt year to date has trended? Jonathan W.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

OCTOBER 21, 2024

We're seeing it with the big bank earnings we've talked about earlier this week. This is debt. I don't want to analyze debt securities. I don't want to analyze debt securities. I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee.

Capital 130

Capital Portfolios Returns Investors 130

The Motley Fool

OCTOBER 31, 2024

PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation. I mean my recollection is those debt protection products at very attractive margins. We're actually quite excited.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

million, driven by higher average principal debt to enable share repurchases and other cash outlays to support the continued growth of the business after the acquisition of United Grocery Outlet earlier this year. Total debt was $429.3 The first question is from Krisztina Katai from Deutsche Bank. Adjusted net income was $27.9

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

AUGUST 2, 2023

PGIM, our global investment manager, had lower asset management fees driven by rising rates and net outflows and higher expenses to support growth initiatives, while other related revenues increased primarily from higher seed and co-investment earnings. Gibraltar sales were up 6%, primarily driven by growth in the bank channel.

Assets 100

Assets Capital Liabilities Asset Management 100

The Big Picture

JUNE 7, 2023

So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. So it’s actually, I would say, even more advantageous and that our management fees are a prepayment on future often. All the investments we were pursuing was good.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110