The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

AUGUST 3, 2023

We are proud of the effort our team went through to document all of the different activities, initiatives and investments we've made throughout our company and our portfolio. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So I think we did great business.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 15, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website. I hope everyone's had a chance to review those documents. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. billion this year.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

JANUARY 12, 2024

As usual, our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we will be referring to during this call. I trust everybody's had a chance to review the documents. We know it's a busy day for all of you.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

MAY 10, 2024

Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. This document is available on the Investor Relations section of the company's website at mainstcapital.com. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

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

ClearMoney

DECEMBER 5, 2021

Groups of stocks and their returns are hypothetical and are not representative of indices or actual strategies and do not reflect costs and fees associated with an actual investment. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Groups of stocks and their returns are hypothetical and are not representative of indices or actual strategies and do not reflect costs and fees associated with an actual investment. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

AUGUST 4, 2023

Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. This document is available on the Investor Relations section of the company's website at mainstcapital.com. Fee income decreased 1.4 The Motley Fool has a disclosure policy.

Capital 147

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

The Motley Fool

JANUARY 16, 2025

Our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we'll make reference to during this call. I hope everyone's had a chance to review the documents. Thank you for coming to the call to discuss our fourth quarter results.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JANUARY 19, 2024

Earnings documents, which include our forward-looking statement disclaimer and non-GAAP information, are available in the investor relations section of our website. And finally, wealth management had maybe the best year it's had, certainly in some time, and we expect wealth management fee revenue to continue to grow in 2024.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

MAY 14, 2024

For a detailed discussion of risk factors and non-IFRS measures, please refer to our disclosure documents on the IR section of our website. Let me now introduce the management team on the webinar tonight. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

FEBRUARY 27, 2024

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. Moving on to rent collection. The Motley Fool has a disclosure policy.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

NOVEMBER 9, 2023

It was reported that a multifamily broker had some issues with loan documentation and other things, specifically with Freddie Mac. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Jade Rahmani -- Keefe, Bruyette and Woods -- Analyst Thank you very much.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

The Motley Fool

AUGUST 3, 2023

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. The Motley Fool has positions in and recommends Innovative Industrial Properties.

Debt 189

Debt Legal Capital Portfolios 189

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

NOVEMBER 7, 2024

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. The decrease was partially offset by a 4.6

Legal 244

Legal Debt Assets Banks 244

The Motley Fool

JULY 18, 2024

portfolio, helping us to drive document negotiations and control the dialogue with borrowers, if any challenges arise. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1 BXP exited its fee holiday this month.

Assets 130

Assets Finance Financing Management Fees 130

The Motley Fool

JULY 16, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website, and they include the earnings presentation that we will make reference to during the call. I hope everyone has had a chance to review those documents. We benefit a little bit from global markets' liability sensitivity.

Banks 130

Banks Assets Taxes Liabilities 130