The Motley Fool

JANUARY 10, 2024

It's easy to see why a yield-hungry investor might want to learn more about AGNC. But there's still a small group of investors that don't fit the common mold. The problem with AGNC Investment To get the big news out early, most investors won't want to buy or hold AGNC Investment. And they are certainly nothing like a landlord.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

The Motley Fool

SEPTEMBER 27, 2023

Investors benefited from a notable relief rally in the first half of 2023. The sell-off in late 2021 and most of 2022 was the worst period for many investors since the 2008-09 financial crisis, so one could argue that a recovery was overdue. Hence, investors should proceed with caution regarding the following investments.

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Initial Public Offering Collateral Debt Leveraging 246

The Motley Fool

APRIL 29, 2024

I am Shirish Jajodia, vice president of investor relations and treasury at MicroStrategy I'll be your moderator for MicroStrategy's 2024 first quarter earnings webinar. These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 24, 2024

My name is Ken Posner, and I'm SVP of strategic planning and investor relations. You can find the slides on our investor relations webpage at investors.mrcoopergroup.com. Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Cooper Group's first quarter earnings call.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

Private Equity Insights

JULY 6, 2023

Beach Point’s second Collateralized Loan Obligation (CLO). The total deal, sized at $397.44m, received broad support from a diverse range of investors. Beach Point has been an active investor in leveraged loans since its inception in 2009. JP Morgan acted as lead arranger.

Collateral 130

Collateral Startups Leveraging Active Investors 130

The Motley Fool

DECEMBER 21, 2023

That lofty yield is exactly what Annaly Capital Management (NYSE: NLY) is offering investors today. 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). Image source: Getty Images. dividend yield.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

OCTOBER 1, 2024

The company also agreed to have these notes secured by a 49% stake in New Fortress' Brazil operations, giving creditors more collateral than they had prior. When compared with the company's $7 billion-plus in net debt, that's still a high leverage ratio. Then today, the company priced a public offering of its shares, selling 46.3

Collateral 100

Collateral Leveraging Amortization Debt 100

The Motley Fool

FEBRUARY 21, 2024

If you are like most dividend investors, you prefer stocks with higher yields. Here's why you probably won't be among the investors who want to own this ultra-high-yield real estate investment trust (REIT). Still, the sector tends to offer very generous dividend yields to investors. dividend yield. dividend yield.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

DECEMBER 7, 2023

I like this corporate structure because it's designed to pass income on to investors and avoids corporate-level taxation. 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). What is AGNC Investment?

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

NOVEMBER 10, 2023

That might be enough to turn many investors off, but. 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. EPR Properties (NYSE: EPR) and AGNC Investment (NASDAQ: AGNC) are both dividend cutters.

Collateral 130

Collateral Leveraging Assets Portfolios 130

The Motley Fool

JUNE 23, 2023

I am a dyed-in-the-wool dividend investor, with a preference for high-yielding stocks. You need to understand a company's history and its business model before you jump aboard, or you risk being shocked by the one thing no dividend investor wants to see -- a dividend cut. CMOs are far more volatile securities.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

JULY 14, 2024

What should investors make of a real estate investment trust (REIT) with a yield over 13%? But that doesn't mean it isn't a good fit for some investors. In fact, REITs were specifically created to allow retail investors to participate in institutional-level property markets. NLY data by YCharts.

Capital 130

Capital Collateral Leveraging Assets 130

The Motley Fool

JULY 3, 2023

That's a number that dividend investors should find both alluring and worrisome. Owning a building and renting it out to others is something that just about any investor can grasp with relative ease. On top of that, mortgage REITs generally make use of leverage in an effort to enhance returns. Image source: Getty Images.

Collateral 130

Collateral Leveraging Shareholders Portfolios 130

Private Equity Insights

JULY 18, 2023

The Fund received significant support from existing Angelo Gordon clients, as well as new institutional investors attracted to the firm’s demonstrated ability to generate value through private credit strategies globally. Source: Business Wire Can’t stop reading?

Assets 130

Assets Private Equity Firms Private Equity Firms Collateral 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

AUGUST 2, 2024

Omega Healthcare Investors (NYSE: OHI) Q2 2024 Earnings Call Aug 02, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Omega Healthcare Investors second-quarter 2024 earnings conference call. Image source: The Motley Fool. Robert O.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

MARCH 9, 2024

Are you a prospective investor who has a fear of missing out? Previously in 2022, when the company claimed to have 115,000 Bitcoin "unencumbered" by loans, Saylor acknowledged that if the price fell below $3,562, then MicroStrategy would run out of Bitcoin to use as collateral.

Debt 130

Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

OCTOBER 31, 2024

Bob McLaughlin -- Vice President, Investor Relations Good morning, and thank you for joining our call. Before you buy stock in Prudential Financial, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prudential Financial wasn’t one of them.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 11, 2024

Real estate investment trusts were created as a way for small investors to have access to cash-generating, institutional-level real estate. It isn't a complex business at its core and dividend investors should probably consider owning some REITs. Some make more aggressive use of leverage, too. What does AGNC Investment Do?

Investing 130

Investing Collateral Leveraging Debt 130

The Motley Fool

JUNE 14, 2024

This is a somewhat high-risk niche in the broader REIT sector, but one that often attracts investor attention because of the lofty yields that mortgage REITs usually offer. But despite that ultra-high yield, it probably won't appeal to the passive income investors that might be looking at it. That increases risk.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

The Motley Fool

SEPTEMBER 30, 2024

That should bring up the question, "How could a high-yield real estate investment trust (REIT), which is basically designed to pass income on to investors, not be an income stock?" Dividends from REITs are taxed at an investor's regular income tax rate.) And yet there's one statistic that will interest some investors very much.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

APRIL 20, 2024

One type of business that income-focused investors might have come across is the business development company (BDC) , which invests in the debt and equity of middle-market companies. 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 Collateral Debt 130

The Motley Fool

DECEMBER 20, 2023

Not your average REIT When most investors picture a real estate investment trust they probably think of a company that owns physical properties, leasing them to tenants to generate rental income. A unique REIT that most should avoid The truth is that Annaly isn't really meant for average investors.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

AUGUST 16, 2023

If you are a retired investor trying to maximize the income your portfolio generates, chancing upon a real estate investment trust (REIT) with a roughly 13% dividend yield might seem like finding a diamond in the rough. Leverage is a normal part of the model, too, often backed by the value of an m-REIT's portfolio.

Capital 130

Capital Collateral Leveraging Assets 130

Blackstone

AUGUST 8, 2024

6 Figure 1: Financing the Real Economy with Private Credit 7 The Private Credit Advantage for Investors The investor base has evolved alongside the growth of private credit markets, expanding from liability-driven insurance funds to pension capital and sovereign wealth funds to individual investors.

Finance 121

Finance Financing Amortization Banks 121

The Motley Fool

OCTOBER 23, 2024

At the same time, AGNC is heavily leveraged, which makes it very sensitive to interest-rate volatility. This mREIT and its peers use their MBS portfolios as collateral. Right now, the right move for most income-seeking investors is to avoid both stocks.

Collateral 130

Collateral Debt Leveraging Portfolios 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Investors received the news of Blackstone's addition to the S&P 500 with open arms.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

Private Equity Insights

OCTOBER 23, 2023

Bain Capital Private Equity has a long history of investments in specialty distribution and is one of the most active investors in the sector both in the U.S. OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

MARCH 25, 2024

Dividend investors love high yields. I know -- I'm a dividend investor, and I can't help but look at a stock with a double-digit yield. Most dividend-focused investors should probably own a few, given that they are specifically designed to pass income on to shareholders. This is not what most dividend investors want to own.

Capital 130

Capital Collateral Leveraging Portfolios 130

The Motley Fool

OCTOBER 24, 2024

I would now like to turn the conference over to Sean Kensil, investor relations. Sean Kensil -- Director, Investor Relations Good morning, and welcome to the third quarter 2024 earnings call for Annaly Capital Management. Economic leverage ticked down slightly to 5.7 Please go ahead. We generated an economic return of 4.9%

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

FEBRUARY 8, 2024

I would now like to turn the conference over to Mr. Sean Kensil, director and investor relations. Sean Kensil -- Director, Investor Relations Good morning, and welcome to the fourth-quarter 2023 earnings call for Annaly Capital Management. And we achieved these results with lower economic leverage, which declined to 5.7

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

AUGUST 1, 2024

The press release for our second quarter 2024 results as well as our Form 10-K and Form 10-Q can be found on our website at www.mklgroup.com in the investor relations section. Also, we recognized losses on our discontinued intellectual property collateral protection insurance product. Please note, this event is being recorded.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

Private Equity Wire

SEPTEMBER 20, 2023

Aside from traditional lending, funds are experimenting with lending against collateral, with many different collateralised loans emerging. Our technology is built to handle any structure and offers complete visibility from the fund level to investor allocations – liquid or illiquid.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

Pension Pulse

MAY 14, 2024

trillion credit market is enticing some of the world’s most conservative investors, raising concerns that in their aggressive hunt for higher yields they may be discounting some pitfalls. 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

MAY 13, 2024

I would now like to turn the conference over to your host, Roberta Noronha, head of investor relations at StoneCo. Roberta Noronha -- Head of Investor Relations Thank you, operator, and good evening, everyone. Mateus Scherer -- Chief Financial and Investor Relations Officer Thank you, Lia, and good evening, everyone.

Banks 130

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

The Motley Fool

AUGUST 29, 2023

I would like to introduce your host for today's call, Harrison Masters, director of investor relations. Harrison Masters -- Director, Investor Relations and Strategic Finance Good afternoon and welcome to nCino's second quarter fiscal 2024 earnings call. Please go ahead. With that, I will now turn the call over to Pierre.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

AUGUST 1, 2024

Operator instructions] I'd now like to turn the call over to Sharon Ng, head of investor relations. Sharon Ng -- Head of Investor Relations Good afternoon, everyone, and thank you for joining us for Rocket Companies' earnings call covering the second quarter of 2024. Also available on our website is an investor presentation.

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Companies Leveraging Assets Capital 130