The Motley Fool

NOVEMBER 8, 2024

We are also excited to have several portfolio companies in the advanced stages of completing strategic acquisitions, which if successful, will provide the opportunity for additional future fair value appreciation in addition to providing us highly attractive incremental debt investments in these high-performing portfolio companies.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

JUNE 28, 2024

The company took on some costs for property management fees it had to pay for properties it took back possession of, as well as costs associated with reclassifying leases on two properties. Management is being prudent in a tough operating landscape, and the business as well as its financials look solid.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes.

Debt 98

Debt Hedge Funds Investing Banks 98

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

MAY 2, 2024

Paying off debt Many people don't think of paying off debt as an investment, but it can be. It's an especially good idea to pay down high-interest debt, such as credit card debt. So if you have credit card debt, you'll most likely save more money by paying that down than you'd make by investing your money elsewhere.

Investing 130

Investing Debt Taxes Accounting 130

Private Equity Wire

OCTOBER 25, 2024

KKR & Co reported robust third-quarter earnings on Thursday, driven by record transaction fees in its capital markets division, surpassing Wall Street expectations, with net income increasing by 57% to $1.24 KKR’s capital markets division generated $424m in financing fees, with nearly half coming from infrastructure and debt products.

Capital 104

Capital Management Fees Financing Finance 104

The Motley Fool

NOVEMBER 20, 2024

I also undertook an overhaul of my finances that year, with an initial primary focus on paying off high-interest debt and saving to become a homeowner for the second time in my life (and knowing it was a much better idea this time around). I'm very happy with my robo-advisor-managed IRA thus far.

Accounting 130

Accounting Investing Management Fees Debt 130

The Motley Fool

JULY 28, 2024

In this case, it is the lack of long-term debt that's most important. Companies without debt tend to survive difficult times much better than peers that make heavy use of leverage. That's because the company is an asset manager, which means its income is derived from the management fees it charges clients.

Banks 130

Banks Asset Management Debt Assets 130

The Motley Fool

JULY 23, 2024

Anyone can hire a financial planner, even for a few hours of advice, even if you have no savings and are struggling with debt. Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund. Financial planners are not just for "rich" people.

Financing 130

Financing Finance Startups Debt 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Fees eat into returns -- doubly so when you only have a bit of savings to invest. Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards One solution: fractional shares.

Investing 130

Investing Mutual Funds Management Fees Banks 130

The Motley Fool

JULY 10, 2024

Exchange-traded funds (ETFs) are products that Wall Street developed, in part, as a new way to earn management fees from customers. Then a composite score is created that looks at cash flow to total debt, return on equity , dividend yield, and the five-year dividend growth rate. This is the case with the WisdomTree U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Debt Funds 130

The Motley Fool

JANUARY 9, 2024

American Tower will use the cash proceeds from the deal to repay debt. The REIT has focused on deleveraging its balance sheet over the last few years to pay down debt related to a couple of large-scale acquisitions it made in 2021, including buying data center REIT CoreSite Realty. yielding dividend by 5% to 9% per year.

Asset Management 130

Asset Management Assets Leveraging Debt 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

MARCH 29, 2024

Using debt to buy Bitcoin MicroStrategy pivoted in the last few years from a niche software business to using all its capital and taking on massive amounts of debt to purchase Bitcoin. Earlier this month, it raised more convertible notes -- $600 million worth -- to increase its debt-fueled bet on Bitcoin.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

AUGUST 17, 2024

They can use their growing earnings to increase shareholder value through capital investments, acquisitions, share repurchases, dividend payments, and debt reduction. in management fees each year. As the economy expands, the large companies that comprise this fund should grow their earnings.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Shareholders Funds 130

The Motley Fool

MAY 22, 2024

But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. The company charges management fees for its services, so its business is kind of annuity-like in nature. Rowe Price fairly sticky. That helps explain why T.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MARCH 24, 2024

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards Buying and holding investments can be worthwhile because of long-term growth. Expect to pay management fees when buying shares of index funds. It's wise to pay attention to these fees and prioritize low-cost funds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

JANUARY 22, 2025

stock sales and new debt). That strategy will enable it to earn management fee income, enhancing its investment returns. That enabled the REIT to sidestep some of the headwinds of higher interest rates, which made it more challenging to complete accretive property purchases funded with externally sourced capital (i.e.,

Management Fees 130

Management Fees Capital Debt Banks 130

The Motley Fool

APRIL 24, 2024

Here's a sample of their argument: Management fees are too high: That may be true in some cases, but you have to decide whether you would do a better job investing your money than a professional money manager with a fiduciary responsibility to look out for you. Instead, they should die with the debt.

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. As a reminder, our private loan strategy principally represents investments in the senior secured debt of private equity-sponsored businesses.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

JANUARY 29, 2024

Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle. Like any other ETF, you buy and sell them in the same manner as you would trade any ordinary stock.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

OCTOBER 17, 2024

Today, we manage the largest third-party private credit business in the world with $432 billion across corporate and real estate credit, up a remarkable 20% year over year. We have one of the largest, if not the largest, businesses in direct lending, CLOs, real estate debt and private investment grade credit. in the last 12 months.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. This compares very favorably to the 3.4

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 3, 2023

We have now lowered our net debt plus preferred metric for five straight quarters and on a path to get to seven x by year-end and further delevering in 2024. The revolver is our only debt that is not hedged or fixed. Turning to our balance sheet, we ended Q2 with net debt to adjusted EBITDA at 7.06 Series A preferred stock.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The bulls would also likely note that Medical Properties Trust is taking steps to pay off some of its debt that will mature over the near term.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

DECEMBER 5, 2024

Rowe Price has been a slow but steady downward pressure on assets under management (AUM). That's a big issue, since the company's top and bottom lines are driven by the management fees it charges on the assets it oversees (which is AUM). The thing is, T. Rowe Price isn't sitting around with its head in the sand.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

FEBRUARY 15, 2024

Their day-to-day and minute-by-minute price moves should be identical for all intents and purposes, apart from their varied management fees. Founder and Chairman Michael Saylor keeps pouring more money into the company's Bitcoin holdings, including new debt and selling new stock shares for that purpose.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

APRIL 18, 2024

The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 Borrowing spreads have tightened significantly and the availability of debt capital has increased significantly. Fee-related earnings increased 12% year over year to $1.2 billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

MAY 10, 2024

During the quarter, we supported three lower middle market portfolio companies in completing strategic acquisitions, each of which were funded by follow-on debt investments by Main Street for a total of $52 million of incremental debt investments in these portfolio companies.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

This is going to be BIG.

JULY 8, 2013

If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds. VC funds just don''t scale and so you don''t get the huge management fees and other worldly carry that you do from funds with big Bs.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

OCTOBER 31, 2024

PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation. I mean my recollection is those debt protection products at very attractive margins.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

FEBRUARY 2, 2024

Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. Orange County will come primarily from a reduction in bad debt as we repopulate many of our vacant units with residents who actually pay their rent. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

AUGUST 4, 2023

These investments were offset by increased repayments we received on several debt investments and the full exit of our investments in two lower middle market portfolio companies. Our private loan investments are typically first lien debt investments with attractive yield profiles in favorable terms.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

FEBRUARY 6, 2024

As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset. And three, debt financing. The blended cost of our debt is fixed at 1.6% We have issued $3.1 We've obtained $2.2

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130