The Motley Fool

DECEMBER 6, 2023

These companies get tax treatment similar to real estate investment trusts (REITs) that requires them to pay out 90% of all taxable income to shareholders through dividends or other distributions. Secured debt is debt backed by collateral, which helps reduce the risks associated with lending.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

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. To refinance existing business debt (with some restrictions) While we're talking about acceptable uses of the loan, here are some of the prohibited uses: To repay delinquent taxes.

Collateral 225

Collateral Financial Institutions Finance Financing 225

The Motley Fool

SEPTEMBER 15, 2024

That will further reduce its total assets, and reduce its financial flexibility to borrow money at an attractive interest rate, as it will have less collateral.

Collateral 246

Collateral Debt Amortization Depreciation 246

The Motley Fool

JANUARY 15, 2024

With universal life insurance, you can also use your policy's cash value anytime, for anything you want -- often without owing taxes. You can take a loan from your policy's cash value (while owing interest), or use your policy's cash value as collateral for a bank loan.

Collateral 246

Collateral Finance Financing Taxes 246

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

JANUARY 5, 2024

Mortgage lenders have liens on properties because the house is the collateral securing the loan -- but that's not a big issue since the homeowner just repays the mortgage balance from the proceeds of the sale. Or, if a homeowner stops paying property taxes, their county could put a tax lien on the home.

Collateral 130

Collateral Legal Taxes Debt 130

The Motley Fool

JULY 10, 2023

Rather than selling off shares of Icahn Enterprises and incurring capital gains taxes as a result, Icahn had pledged a huge portion of his Icahn Enterprises holdings as collateral. However, Carl Icahn reportedly negotiated amendments to personal loan arrangements with lenders over the weekend, according to The Wall Street Journal.

Collateral 130

Collateral Shareholders Debt Finance 130

The Motley Fool

DECEMBER 30, 2023

Take advantage of tax credits The federal government offers tax credits of up to $7,500 for buyers of select new EV models and up to $4,000 for buyers of select used EVs. You can check out FuelEconomy.gov to see which models qualify for tax credits. free-trade agreement partner. free-trade agreement partner.

Finance 130

Finance Financing Collateral Taxes 130

The Motley Fool

AUGUST 30, 2023

If you itemize on your taxes, your mortgage interest may also be deductible on loans up to $750,000. Taxes and insurance Finally, your mortgage lender may also require you to make payments toward property taxes and home insurance. That's not because the lender provides insurance or taxes your home.

Taxes 130

Taxes Collateral Debt Banks 130

The Motley Fool

APRIL 24, 2024

Turning to Originations, our team did a great job generating $32 million in pre-tax income while continuing to be an industry leader in retention. Now let's turn to Slide 10 and discuss originations where we reported pre-tax earnings of $32 million which came in slightly above guidance. Good morning.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

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. billion in adjusted earnings before interest, taxes, depreciation and amortization ( EBITDA ) for 2025. Then today, the company priced a public offering of its shares, selling 46.3

Collateral 100

Collateral Leveraging Debt Amortization 100

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). Image source: Getty Images. However, it is not a traditional property-owning REIT.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

Private Equity Insights

AUGUST 14, 2023

To secure this investment, Hedonova obtained collateral in the form of the farm’s assets in India, with an approximate market value of $12m. After expenses and tax, new returns to clients were 18.04%. In this triumphant collaboration, $5.4

Hedge Funds 130

Hedge Funds Collateral Investing Stakes 130

The Motley Fool

AUGUST 1, 2024

We have been and will remain committed to our successful time-tested low-cost and tax-efficient strategy. Our investment engine stuck to our plan of low-cost, tax-efficient, and brand. Also, we recognized losses on our discontinued intellectual property collateral protection insurance product.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

NOVEMBER 30, 2023

It may have a lower interest rate than a personal loan, and if you're using it to substantially improve the home guaranteeing the loan, you may even be able to deduct interest paid when you file your taxes (if you itemize, that is). When you take out a home equity loan, your house is collateral. In most cases, the loan is unsecured.

Collateral 130

Collateral Legal Taxes Funds 130

Private Equity Insights

JUNE 27, 2023

Over that time frame, the strategy has delivered consistent and tax efficient distributed cash flow, and Fund I has experienced no tenant defaults or missed rent payments. Since inception, New Mountain’s net lease strategy has completed $1.9 Source: Business Wire Can’t stop reading? billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

NOVEMBER 21, 2024

Like other REITs, mREITs need to distribute at least 90% of their taxable earnings as dividends to maintain a favorable tax rate. However, mortgage REITs ( mREITs ) like AGNC don't purchase any properties -- they only offer their own mortgages or purchase mortgage-backed securities ( MBSes ) to generate interest income.

Investing 130

Investing Collateral Taxes Portfolios 130

The Motley Fool

JANUARY 20, 2024

Car loans may have a lower interest rate because they are secured (the car acts as collateral to guarantee repayment). The interest may be deductible if you itemize on your taxes and are improving the home that is securing the loan. If you're doing home improvements, a home equity loan could be a better option.

Collateral 130

Collateral Taxes Debt Finance 130

The Motley Fool

DECEMBER 20, 2023

And, since the debt is used as collateral guaranteeing their loans, they have to keep making those payments to their mortgage lenders steadily every single month in order to be able to remain in their homes and avoid foreclosure. This includes your mortgage, but also other expenses like property taxes and homeowners insurance as well.

Debt 130

Debt Collateral Taxes Finance 130

The Motley Fool

OCTOBER 31, 2024

In other words, they're not backed by any underlying assets or collateral. Tax Considerations -- It's important to consider the tax implications of baby bonds. Consider talking with a tax professional, and be mindful of how these taxes could impact your overall returns on investment.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

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). Different approaches Hercules Capital mostly invests in high-growth technology and life-sciences companies before their initial public offerings.

Capital 130

Capital Initial Public Offering Debt Collateral 130

The Motley Fool

OCTOBER 18, 2024

includes significant tax credits within the period. That said, core pre-tax income of $108 million does not reflect what the company is capable of. Continued momentum in EV lease originations drove $179 million in EV tax credit and a negative tax rate within the quarter. In terms of financial results, adjusted EPS of $0.95

Taxes 130

Taxes Finance Financing Collateral 130

The Motley Fool

MARCH 14, 2024

AGNC is not your typical REIT Real estate is in the name real estate investment trust (REIT), a special type of corporate structure that lets companies pass income on to investors without paying corporate taxes. The intent of the REIT structure is to give small investors the chance to buy into institutional level properties.

Collateral 100

Collateral Investing Mutual Funds Taxes 100

The Motley Fool

APRIL 22, 2024

You have on one hand, private equity group, masters of collateral, masters of financing. Once you get to a size like close of 10 where the banks are going to be a little hesitant with this high-interest rate and maybe the quality of the collateral to lend you a bunch of money in a financing deal. Where else do you go?

Taxes 130

Taxes Finance Financing Collateral 130

The Motley Fool

OCTOBER 31, 2024

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. I'll provide an overview of our financial results and business performance for our PGIM, US and international businesses. I'll begin on Slide 6 with our financial results.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

OCTOBER 13, 2023

Revenue, pre-tax provision profit, net income, diluted earnings per common share, and ROTCE were all higher than a year ago. per share of discrete tax benefits related to the resolution of prior-period tax matters. We'll have to decide how much tax equity investing we do in renewables. billion or $1.48

Banks 246

Banks Capital Assets Investment Banks 246

The Motley Fool

OCTOBER 28, 2024

For those 33 years, you've been paying your property taxes every year, anticipating building this wonderful house on a plot of land, but one day you don't get the property bill. So you call up the tax assessor in that county and say, "Why didn't I get my tax bill?" Graceland was collateral. You could look up that.

Banks 130

Banks Accounting Taxes Finance 130

Blackstone News

FEBRUARY 13, 2024

Transaction showcases Arevon and Blackstone’s strategic approach to financing clean energy projects through a combination of preferred equity, tax credit transfers, and debt NEW YORK and SCOTTSDALE, Ariz. The Bank of New York Mellon served as Collateral and Administrative Agent. February 13, 2024) – Arevon Energy, Inc.,

Finance 81

Finance Financing Debt Taxes 81

A VC: Musings of a VC in NYC

MARCH 30, 2020

No personal guarantees or collateral will be required for loan eligibility under this Act. Required information for the application will include payroll documentation, tax filings, unemployment insurance filings, proof of payment of payroll taxes, mortgage applications and the like. Loan Proceeds Usage. Well not so fast.

Startups 89

Startups Venture Capital Collateral Taxes 89

The Motley Fool

JANUARY 25, 2024

And on loans under $500,000, all collateral requirements have been waived, unusual, shocking. I mean, for the agency career people that sit at the door of the vault to fundamentally say to an entire banking industry that you can make loans under $500,000 and not take all available collateral is shocking to us. for the year.

Banks 130

Banks Taxes Funds Assets 130

The Motley Fool

APRIL 29, 2024

The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter. Software business operating expenses were $96.1 million, up 1.7% compared to $94.5 million in Q1 of last year.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JULY 26, 2024

We did move one loan into NPL status and have the collateral of that loan and the collateral of the NPL from last quarter, both being marketed for sale. The tax rate also had some noise this quarter primarily in GAAP results. This explains the 31% tax rate on our GAAP results, but the 25% rate on our operating results.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

AUGUST 1, 2024

CAFD yield with an investment structure that both provides desirable market participation and extended tax runway benefits. gigawatts of equipment that secures qualification for tax credits for projects across multiple COD vintages and technologies through 2028 making use of long-standing safe harbor guidance. CAFD yield.

Taxes 130

Taxes Debt Shareholders Capital 130

The Motley Fool

OCTOBER 23, 2024

In summary, we produced a very solid quarter with pre-tax operating income of $246 million and operating ROTCE of 16.8%, which is at the upper end of our guidance. million customers and generated $305 million in pre-tax servicing income, thanks to continued strong operating leverage. and liquidity at a record high of $4.1

Taxes 130

Taxes Leveraging Capital Amortization 130

The Motley Fool

FEBRUARY 7, 2025

I would encourage you all to check out Manufacture Like a Pro series of videos and other marketing collateral. EPS came in above our guidance range primarily because of a lower effective tax rate than anticipated, driven by a favorable resolution to outstanding tax positions. I think you said 27% taxes in Q1.

Taxes 130

Taxes Shareholders Collateral Returns 130

The Motley Fool

AUGUST 8, 2023

Health tax, at just over 1% of our portfolio, declined from 1.7 under a REIT regime, resulting in a tax benefit of approximately $160 million, again, not affecting normalized FFO. And as noted, our investment is collateralized by borrowing base of government and commercial receivables. in Q4 2022 to 2.8 times in Q1 2023.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Banks Collateral 130

The Motley Fool

DECEMBER 10, 2024

To fully take advantage of our omnichannel platform in the quarter, DSW leaned into being a back-to-school destination, both online and, in particular, in stores, where we established a large and impactful visual presence, with impressive and attention-grabbing collateral. Our estimates also assume an effective tax rate of roughly 32%.

Collateral 130

Collateral Debt Finance Financing 130