The Motley Fool

NOVEMBER 8, 2024

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. Net asset value, or NAV -- or NAV, increased by $0.77 per share or 2.6% times and 2.1

Capital 130

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

The Motley Fool

DECEMBER 19, 2024

reflecting our lower volume and lower average sales price leverage. Millrose will be externally managed by a subsidiary of Kennedy Lewis Investments and Institutional alternative investment firm with approximately $17 billion in AUM and extensive experience with both Lennar and with the land and land development business for home builders.

Debt 242

Debt Assets Capital Banks 242

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. This is an AI-driven platform that leverages data to expedite, claim examine evaluations in short as well as long-term disability claims.

Liabilities 130

Liabilities Assets Capital Shareholders 130

Private Equity Wire

MARCH 21, 2024

The fund, which furthers the existing relationship between Apollo and Abu Dhabi sovereign wealth fund Mubadala beginning in 2020, is structured as a business development company and will not charge a fee during the first year, waiving half of fees the following year. These fees include a 1% management fee and a 12.5%

Funds 96

Funds Business Development Companies Management Fees Leveraging 96

The Motley Fool

JANUARY 9, 2024

It had gotten its leverage ratio down to 5x at the end of the third quarter, putting it at the top end of its 3x-5x target range. Falling leverage will put the REIT's 3.2%-yielding yielding dividend on a firmer foundation. American Tower currently plans to keep its payment level flat in 2024 after growing it by 10% last year.

Asset Management 130

Asset Management Assets Leveraging Debt 130

The Motley Fool

JULY 28, 2024

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. Rowe Price 's (NASDAQ: TROW) most important asset. Simply put, T. That said, T.

Banks 130

Banks Asset Management Debt Assets 130

The Motley Fool

FEBRUARY 23, 2024

I'll also provide updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. Net asset value, or NAV, increased by $0.87 per share over the third quarter and by $2.34

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 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

The Motley Fool

MAY 10, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates.

Capital 130

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

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

AUGUST 9, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. After which, we'll be happy to take your questions. at the end of the second quarter.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 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

FEBRUARY 6, 2024

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, and to pursue software innovations that leverage the Bitcoin blockchain. As an operating company, we can make use of intelligent leverage. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

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 Debt Capital 130

The Motley Fool

OCTOBER 17, 2024

Notwithstanding the temporary impact from these fee holidays, management fees in the third quarter increased 8% year over year to a record $1.8 Fee-related earnings were $1.2 per share, up 5% year over year, underpinned by the growth in management fees. How much is driven by placement fees?

Debt 130

Debt Management Fees Assets Finance 130

The Motley Fool

JANUARY 19, 2024

Secondly, we had the best year we've probably ever had in treasury management as we see increases in the number of operating accounts that we are -- that we're originating and services we're providing to customers. On the operating leverage side, I mean, your guidance implies negative operating leverage unsurprisingly for 2024.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

JANUARY 16, 2025

And even though spending increases in brand, people, and technology, and strong fee growth, which drove incentive and transaction processing costs higher, we managed to create operating leverage in the fourth quarter. The good news is we created operating leverage in the quarter. Our supplementary leverage ratio was 5.9%

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

APRIL 18, 2024

And now we've transitioned to addressing the sector's growing power needs, leveraging our sizable energy infrastructure platform, which includes the largest private renewables developer in North America. Fee-related earnings increased 12% year over year to $1.2 We obviously actively manage our cost structure. billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 8, 2024

Just the assets under management fees. Froglet or in business terms, operating leverage. Revenue continues to grow for these companies, but importantly, thanks to operating leverage, profits are growing even faster. The third one, Ricky, I think this is so important, incentives really matter.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

OCTOBER 15, 2024

With NII now growing and complementing our fee growth along with our continued solid expense discipline, we expect to return to operating leverage as we move through the quarters in 2025. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Alastair M.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Second, and more importantly, we're committed to operational efficiency and disciplined resource allocation, which includes thoughtful staff distribution and effective marketing expense management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. Fee income decreased 1.4 We are very pleased with our performance in the second quarter. at June 30th, 2023. times to 0.9

Capital 147

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

Hedgestone

JUNE 18, 2024

This performance-based fee model ensures your interests are aligned. Finding out the commission rates in your specific industry might give you leverage in negotiations. Brokers leverage their extensive networks to reach potential buyers you might not have access to, expanding the reach of your offer considerably.

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MAY 1, 2024

And moving forward, we expect to leverage our investment to support margin expansion while continuing to innovate and lead other parties in in technology. We anticipate the real estate transaction costs will decrease as we leverage technology more effectively and move through the typical seasonal variation in 2024. I'll start with NPS.

Accounting 130

Accounting Liabilities Legal Leveraging 130

The Motley Fool

MAY 1, 2024

These flows reinforce the benefits of our large and strategic global client relationships and the power of our mutually reinforcing business system to grow our asset management fees. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

AUGUST 3, 2023

It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. So we couldn't hear some of the answers just provided to Todd's question. But I wanted to ask about the preferred redeeming that. Your stock is up 18% year-to-date.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

APRIL 12, 2024

Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Excluding net investment valuation gains in the prior year, revenue was up 5% driven by higher management fees on strong net inflows and higher average market levels, partially offset by lower NII due to deposit margin compression.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

The Motley Fool

APRIL 30, 2024

So, in other words, as we grow our CLO business and we create management fees for Sculptor or we make investments in other things, whether it would be alongside Sculptor or actually in Sculptor. As we look at Great Ajax, it's a platform that's going to be externally managed, assuming that shareholder vote is affirmative for us.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. In addition, we entered into a reinsurance agreement with Somerset Re for a $12.5 Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

AUGUST 2, 2024

PGIM, our global investment manager, had higher asset management fees driven by favorable investment performance, contributions from the Deerpath capital acquisition, and equity market appreciation. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

FEBRUARY 2, 2024

yield after management fees and actual capex and generated a 10.6% But for Camden Vantage, we are showing this at using actual capex and a management fee at a 5.75% cap rate, tax adjusted 5.65% cap rate, and an AFFO yield before management fees of 6.09%. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. Those are the challenges. But there are opportunities.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

AUGUST 2, 2023

We are confident that our strategy and mutually reinforcing business mix, which leverages the combined strength of our brand, global asset and liability origination capabilities, and multi-channel distribution will enable us to drive future growth and continue to expand access to investing, insurance, and retirement security.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

OCTOBER 15, 2024

PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now. In May, they announced they were creating an advertising platform, which makes a lot of sense.

Taxes 130

Taxes Mutual Funds Accounting Finance 130