The Motley Fool

DECEMBER 7, 2023

Put a REIT into a tax-advantaged Roth account and you can avoid taxes altogether. 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). AGNC Investment is structured as a real estate investment trust (REIT).

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

SEPTEMBER 30, 2024

Dividends from REITs are taxed at an investor's regular income tax rate.) It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). Entities like insurance companies and pension funds could find it a very useful tool.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

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. Since inception, New Mountain’s net lease strategy has completed $1.9 billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis for the third quarter of 2024 and $9.98 on an after-tax basis.

Liabilities 130

Liabilities Assets Capital Shareholders 130

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

NOVEMBER 20, 2023

Up until 2005, Canadian federal income tax legislation restricted foreign investment by Canadian pensions. And this was now possible because the federal tax restrictions on foreign investment that were in place up until 2005 had been removed. China and Russia). Investors need be prepared for and accept this added risk.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Motley Fool

AUGUST 2, 2024

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Liabilities Capital Collateral 130