The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. Investing in mortgage securities is an entirely different ball game, given that REITs like AGNC Investment generally own securities that have been created by pooling together individual mortgage loans.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

The Motley Fool

SEPTEMBER 27, 2023

ai (NYSE: AI) is an enterprise software company leveraging AI to support a diverse group of clients. Once on the brink of bankruptcy , a debt restructuring plan temporarily reduced its interest costs as Carvana offered assets up for collateral in exchange for debt relief. But for now, Nvidia is arguably priced for perfection.

Initial Public Offering 246

Initial Public Offering Collateral Debt Leveraging 246

The Motley Fool

APRIL 29, 2024

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. Leverage provides the opportunity to generate higher returns if the price increases. billion using net proceeds from our two convertible node issuances in March.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Finally, we did an outstanding job generating positive operating leverage, with expenses up only $6 million sequentially, despite our rapid growth. On a year-over-year basis, the portfolio is up 33%. We run them.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

Private Equity Insights

JULY 6, 2023

Beach Point’s second Collateralized Loan Obligation (CLO). Beach Point Portfolio Manager and head of High Yield and Leveraged Loan strategies Sinjin Bowron said, “We were very pleased with the strong interest in the firm from investors and are excited about the opportunities ahead for our growing CLO platform.

Collateral 130

Collateral Startups Leveraging Active Investors 130

The Motley Fool

DECEMBER 21, 2023

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). Then there's the fact that mortgage REITs like Annaly tend to use leverage to enhance returns. Image source: Getty Images.

Capital 130

Capital Collateral Pension Funds Leveraging 130

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.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Collateral Funds 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 Debt Leveraging Amortization 100

The Motley Fool

FEBRUARY 21, 2024

Rather, it buys mortgages that have been pooled into bond-like securities, sometimes called collateralized mortgage obligations or something similar. Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

DECEMBER 7, 2023

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). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

NOVEMBER 10, 2023

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. Leverage, meanwhile, plays an important role for mortgage REITs, with the portfolio of CMOs often acting as collateral.

Collateral 130

Collateral Leveraging Assets Portfolios 130

The Motley Fool

JUNE 23, 2023

Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar. Adding to the concern here, REITs like Annaly often use leverage to enhance returns. In this way, it is something like a mutual fund or asset manager.

Capital 130

Capital Collateral Mutual Funds Assets 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

APRIL 11, 2024

Some make more aggressive use of leverage, too. The use of leverage by REITs like AGNC Investment can exacerbate volatility as well, since a REIT's mortgage securities portfolio is often used as collateral for the loans. You need to dig into the actual business of the REITs you are looking at.

Investing 130

Investing Collateral Leveraging Debt 130

Private Equity Insights

JULY 18, 2023

The Fund focuses on asset-based specialty private credit investments in a variety of trade formats across a broad array of collateral types within consumer, real asset, and other specialty lending markets.

Assets 130

Assets Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

JULY 3, 2023

In the case of AGNC, it owns mortgages that have been pooled together into tradable securities often called something like a collateralized mortgage obligation (CMO). On top of that, mortgage REITs generally make use of leverage in an effort to enhance returns. That leverage is often backed by the value of the CMO portfolio it owns.

Collateral 130

Collateral Leveraging Shareholders Portfolios 130

The Motley Fool

JULY 14, 2024

It buys mortgages that have been pooled into bond-like securities, often called collateralized mortgage obligations or something similar. Leverage can enhance returns, but it can also exacerbate losses. It's just scaled up to large portfolios of apartment buildings, offices, and warehouses, among other property types.

Capital 130

Capital Collateral Leveraging Assets 130

The Motley Fool

FEBRUARY 21, 2024

There was an accounting scandal in the mix that I couldn't have known about, but that wasn't the only problem with buying an over-leveraged telecom company focused on the dying long-distance business. And on top of this, mortgage REITs generally make use of leverage in an attempt to enhance returns, which also leverages the risks.

Mutual Funds 130

Mutual Funds Collateral Leveraging Assets 130

The Motley Fool

MARCH 9, 2024

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. As the company continues to leverage itself with debt, the price at which it would face a margin call is likely to rise.

Debt 130

Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

SEPTEMBER 30, 2024

It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). On top of that, mortgage REITs like Annaly generally employ leverage in an effort to enhance returns. However, it is not a traditional property-owning REIT.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

JUNE 14, 2024

They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. The company is doing what it is supposed to do. That said, you'll have to have a strong stomach to stick around because mortgage REITs are pretty complex. That increases risk.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

The Motley Fool

OCTOBER 31, 2024

We are executing our strategy of both product and client segment diversification while leveraging technology to increase operating efficiency and enhance the customer experience. This is an AI-driven platform that leverages data to expedite, claim examine evaluations in short as well as long-term disability claims.

Liabilities 130

Liabilities Assets Capital Shareholders 130

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. It doesn't have to worry much about mortgage defaults, because the loans that make up its portfolio are backed by government agencies.

Collateral 130

Collateral Debt Leveraging Portfolios 130

The Motley Fool

APRIL 20, 2024

Nearly 89% of its debt investments are first lien, senior secured (meaning no other obligation has priority if there is a default, and the loan is backed by collateral). 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

In this case, it generally owns mortgages that have been pooled together to trade like a bond, often called something like a collateralized mortgage obligation (CMO). As that suggests, Annaly invests in mortgages.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

AUGUST 16, 2023

Normally, the assets they buy are pools of mortgages that trade like bonds, often called something like a collateralized mortgage obligation (CMO). Leverage is a normal part of the model, too, often backed by the value of an m-REIT's portfolio. Mortgage REITs don't own physical assets. They own what amount to IOUs on property.

Capital 130

Capital Collateral Leveraging Assets 130

Blackstone

AUGUST 8, 2024

For origination, we leverage relationships across all our divisions to identify new opportunities while our global presence and deep-rooted partnerships with sponsors, corporates, advisors, and bankers help us create a high-quality funnel of deals. LTV refers to the approximate leverage through leveraged loans utilized to finance U.S.

Finance 121

Finance Financing Amortization Banks 121

Private Equity Insights

OCTOBER 23, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up About OHA: OHA is a leading global alternative investment firm specializing in private lending, distressed credit, structured credit, real assets, special situations, leveraged loans and high yield bonds.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 And within these coupons, only a small fraction of our pools are backed by generic collateral and approximately 70% have what we would characterize as high-quality prepayment protection and the benefits of our collateral selection were best seen in the latest prepayment report.

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

FEBRUARY 8, 2024

And we achieved these results with lower economic leverage, which declined to 5.7 And these securitizations generated $290 million of assets at projected mid-teens returns utilizing modest recourse leverage. We were well-positioned to take advantage of this environment, delivering a 10.1% turns at the end of the quarter.

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

JUNE 17, 2023

What they are trying to do is lend, and then take that collateral if those loans go bad, and then recycle that collateral into more cash. I don't know if you know this about banks, they're not set up to be in the landlording business. They're not set up to be in the building speculation business. But that's an OK example.

Banks 243

Banks Collateral Stakes Assets 243

The Motley Fool

SEPTEMBER 18, 2023

Blackstone focuses on alternative investments in real estate, private equity, hedge fund products, and credit products such as collateralized loan obligations. Blackstone utilizes its expertise to take nontraditional approaches to investing in less-liquid asset classes and can also use leverage to boost returns.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

The Motley Fool

MARCH 25, 2024

As if to make things even more complicated, mortgage REITs usually use leverage, with their portfolios acting as collateral, to try to enhance returns. And third, rate moves have a profound impact on the property market, which can lead to fewer mortgages available to package into the bond-like securities that Annaly and its peers buy.

Capital 130

Capital Collateral Leveraging Portfolios 130

The Motley Fool

AUGUST 1, 2024

Also, we recognized losses on our discontinued intellectual property collateral protection insurance product. We recognized claims expense at the time claims are considered probable which occurs when there is both a default on the loan and an impairment on the intellectual property collateralizing the loan.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

MAY 1, 2024

Plus, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance. Could anyone shed some light on how leveraged shares such as AMZU, NVDU, SOXL on the bullish side and others on the bearish side operate? or 3x leverage.

Banks 130

Banks Leveraging Debt Assets 130

Private Equity Wire

SEPTEMBER 20, 2023

Aside from traditional lending, funds are experimenting with lending against collateral, with many different collateralised loans emerging. We leverage intelligent automation to read agent notices and perform straight-through processing into our clients’ back-office systems.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. 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