Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

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Financial Times: Moral Money

MAY 21, 2022

Funds focused on environmental and governance issues have heavy allocations to tech sector

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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.

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The Motley Fool

DECEMBER 6, 2023

Riley Financial (NASDAQ: RILY) , Blackstone Secured Lending Fund (NYSE: BXSL) , and Ares Capital (NASDAQ: ARCC). Blackstone Secured Lending Fund invests in underserved companies and sports a 11.2% BDCs like the Blackstone Secured Lending Fund invest in middle-market companies that banks have neglected to invest in over recent decades.

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The Motley Fool

SEPTEMBER 8, 2023

The underwriter's goal is to review your financial credentials in detail to determine the likelihood you'll be able to repay the loan and to make sure that the home you're buying acts as sufficient collateral for the loan. During the underwriting process, the underwriter is going to ask for many documents and will review them in detail.

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The Motley Fool

DECEMBER 30, 2023

The billionaires who manage the funds that bought these stocks will be the first to warn you that they make hundreds of trades every quarter, and they can't all be zingers. For example, rising interest rates can quickly lower the value of the mortgage-backed securities they use as collateral. Image source: Getty Images. million shares.

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The Motley Fool

JULY 30, 2023

Consider a secured personal loan If you have assets such as a car, property, or valuables that you can use as collateral, you may be able to get a secured personal loan. A secured personal loan allows you to use your assets as security for the loan, and if you fail to make the payments, the lender can take possession of your collateral.

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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.

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The Motley Fool

MAY 4, 2024

Its revenue comes from the interest it collects on these bond-like securities, often called something like a collateralized mortgage obligation. For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. Image source: Getty Images.

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The Motley Fool

AUGUST 23, 2024

Line of credit If you foresee yourself needing an ongoing source of funds, or you're not sure how much you'll need, a line of credit can be helpful. Still, if you own your home, have equity, and your credit score is at least in the high 500s (depending on the lender), you may qualify for this type of loan.

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The Motley Fool

JULY 1, 2023

Lenders are not required to request collateral for loans up to $25,000. However, a lender will use its standard collateral policy for loans over $25,000. The owner must provide evidence that the funds will be used for sound business purposes. And it's the lender that makes the final credit decision. Still, you're not alone.

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The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.

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Private Equity Insights

NOVEMBER 2, 2023

Charlesbank Capital Partners is aiming to raise $1.25bn for its third opportunistic credit fund, looking to invest in new corporate loans as well as to purchase them from other private credit shops to take advantage of market dislocations. The fund has already deployed $900m, according to one of the people.

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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. per share, private equity firm Sycamore Partners.

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The Motley Fool

JANUARY 24, 2024

And an easy way to invest in stocks is via one or more broad-market, low-fee index funds. An index fund will get you close to the same performance as its underlying index -- such as the S&P 500 -- and it's a fine way to save for retirement.

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The Motley Fool

MAY 9, 2024

If you plan to apply for a business loan, how much will you borrow and what will you need as collateral? You may need to flesh it out more if you're going to apply for grants or angel funding. Focus on writing a business plan that's most likely to secure funding. That means testing it out on real people.

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The Motley Fool

SEPTEMBER 7, 2024

In this way, AGNC is more like a bond fund than a traditional REIT. 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. Image source: Getty Images.

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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

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Private Equity Wire

JULY 16, 2024

Keeping pace with growth The use of fund finance has grown exponentially in recent years, as demand for both subscription lines and NAV lending has ballooned. Demand is fuelled by the need for funds to manage liquidity and distributions, optimise returns and unlock capital for follow-on investments near to end-of-life.

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Private Equity Insights

FEBRUARY 22, 2024

In a low-interest-rate environment, these type of lending funds offer higher yields compared to traditional fixed-income products. Whilst a more challenging economic environment will provide investment opportunities to support distressed debt funds, direct lending is expected to dominate private debt AUM, growing from €212.6

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The Motley Fool

JULY 29, 2023

Mortgage REITs buy mortgages that have been cobbled together into bond-like securities, often called collateralized mortgage obligations (CMO). This is vastly different from property-owning REITs, which are fairly simple to understand using kitchen table finance. Basically, you buy a property and rent it out. We can do it, or can we?

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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.

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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. Read more Blackstone reportedly exploring sale of stake in Las Vegas Strip’s Bellagio U.S.

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The Motley Fool

SEPTEMBER 7, 2023

You'd apply to borrow a set amount of money and, if approved, a lender would distribute the funds for you to use for any purpose. Secured loans are those where you pledge collateral, while unsecured loans are those guaranteed only by your word. If you pay as promised, you keep the collateral.

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FinSMEs

MARCH 26, 2025

Ravel, a Seattle, WA-based early-stage textile recycling company, raised an undisclosed amount in Seed funding. The round was led by At One Ventures, with participation from Collateral Good, Collaborative Fund, Climate Capital, Betterway Ventures, and Moonstone VC.

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The Motley Fool

JANUARY 30, 2024

Other possible income streams include a reverse mortgage , where you receive a lump sum or regular income from a lender -- using your home as collateral. It's smart to think about how you'll fund your retirement starting now -- even if you're only in your 30s. Annuities are another possibility.

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The Motley Fool

AUGUST 26, 2024

Luckily, I had an emergency fund, so I had the cash I needed to pay the bill. When you don't have an emergency fund in a high-yield savings account , you may be tempted to find the fastest way to cover the cost or you might resign yourself to high-interest debt. But not everyone has this option.

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The Motley Fool

JULY 16, 2023

Savings, brokerage, and other financial accounts These accounts might contain cash, certificates of deposit, stocks, bonds , and/or exchange-traded funds, among other things. A reverse mortgage A reverse mortgage involves receiving a lump sum or regular income from a lender via a loan, with your home as collateral.

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The Motley Fool

JULY 10, 2023

The firm called Icahn Enterprises "substantially overvalued," saying the company overstated the value of its portfolio and relies on a "Ponzi-like" structure to fund operations. Hindenburg was also critical of Icahn's habit of pledging his company's shares as collateral for his personal margin loans.

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The Motley Fool

FEBRUARY 26, 2024

According to data from Ned Davis Research and Hartford Funds, dividend-paying stocks grew at an average annual rate of 9.2% It involves receiving a lump sum or regular income from a lender via a loan with your home as collateral. Dividend payers are not slouches, either. between 1973 and 2022, while non-payers averaged 4%.

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The Motley Fool

DECEMBER 28, 2023

Your lender will want to know that its collateral is protected, after all. First, having an emergency fund is even more crucial if you're a homeowner. If your emergency fund could use some help, getting a side hustle could be a good idea. Otherwise, you'll have to remember to save ahead of time. How can you cope?

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Private Equity Insights

AUGUST 16, 2024

An asset-backed securitization is a financing structure where some assets of a company are used as collateral for the issuance of notes or bonds sold to investors. In the case of energy operators such as Maverick, the collateral is revenue tied to its future oil and gas production.

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AltAssets

DECEMBER 6, 2023

Zurich-based venture capital firm Collateral Good has launched the first fund in its sustainable fashion strategy anchored by retail giant Hugo Boss. The post Swiss VC firm targets fashion industry with Hugo Boss-backing first appeared on AltAssets Private Equity News.

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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). Insurance companies and pension funds are the types of investors that might appreciate this REIT. Annaly is what is known as a mortgage REIT.

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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?

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The Motley Fool

JUNE 30, 2023

If you have a solid plan in place but don't have the funds to make it a reality, an EWCP loan can help bridge the gap. The business owner needs to have "skin in the game" by providing collateral. The first is that funds must be used to further a business's export efforts.

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The Motley Fool

AUGUST 20, 2023

Three of these inputs are financial components, such as the interest rate spread between 10-year Treasury bonds and the federal funds rate. C&I loans are usually collateralized short-term loans that businesses from all walks use to fund working capital, major projects, and acquisitions. The LEI is comprised of 10 inputs.

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