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. Add in the use of leverage, often backed by the mortgage securities in the portfolio, and all of the risks at play here can get amplified during rough times. Image source: Getty Images.

Returns 246

Returns Capital Initial Public Offering Mutual Funds 246

The Motley Fool

DECEMBER 6, 2023

The fund leverages Blackstone 's expansive trove of data on private companies to find attractive opportunities and primarily provides capital in return for secured debt. Secured debt is debt backed by collateral, which helps reduce the risks associated with lending. According to S&P Global Capital IQ LCD, the U.S.

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

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.

Financing 98

Financing Finance Collateral Funds 98

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

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 Pension Funds Collateral 243

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

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

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

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 Pension Funds Collateral 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 Returns 130

Clearlake Capital Group

OCTOBER 14, 2024

We are also pleased to announce the pending acquisition of MV Credit, a pan-European credit specialist that provides tailored fund solutions to investors across various strategies, including senior direct lending, subordinated direct lending, hybrid, and collateralized loan obligations.

Collateral 45

Collateral Investing Leveraging Prospects 45

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

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

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

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

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

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

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 Capital 246

Private Equity Wire

OCTOBER 31, 2024

Barings highlights three sub-strategies: The first, private credit portfolio finance, refers to financing strategies that use a cross-collateralised portfolio of private credit assets tailored to specific investor goals and return targets, allowing for separately managed accounts or leveraged strategies. ”

Financing 93

Financing Finance Portfolios Investors 93

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 Pension Funds Collateral 130

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

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 Pension Funds Collateral Leveraging 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 Debt Collateral 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.

Financing 121

Financing Finance Amortization Banks 121

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

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

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

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 Pension Funds 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

American Investment Council

MAY 11, 2023

” Specifically, it highlighted the relatively low leverage in private credit, and that investor redemption risk is low. Most private credit funds use little leverage and have low redemption risks, making it unlikely that these funds would amplify market stress.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Collateral Funds 52

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

NOVEMBER 12, 2024

There's no additional acquisition costs for clients in our ecosystem, creating even more operating leverage. This process can often be delayed at the collateral underwriter review stage where workloads are already substantial. The ability to leverage technology is crucial to scale, drive profitable growth, and adapt to market shifts.

Companies 130

Companies Leveraging Asset Management Collateral 130

Blackstone News

JULY 9, 2024

In the past, Dickson held numerous markets and banking leadership positions including running corporate and investment banking, equity and debt capital markets, leveraged finance, structured finance and securitization businesses. Tyler Dickson added: “I’ve admired Blackstone’s innovation since leading the firm’s IPO in 2007.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

The Motley Fool

OCTOBER 30, 2024

We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth. 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 130

Leveraging Shareholders Capital Debt 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