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

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

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

JANUARY 12, 2024

I know I speak for the entire BlackRock board of directors, BlackRock's leadership team, and all of our employees when I say we could not be more excited about the prospects of the BlackRock family with our colleagues from GIP. Looking forward, we're prioritizing investments to propel our differentiated organic growth and operating leverage.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

AUGUST 3, 2023

The utilization of the ATM that Jeff mentioned earlier, will have a prospective impact on the weighted average share count in the second half of the year, the impact of which will be more than offset by the accretive execution of the Series A redemption. That -- we do have several prospects that they're looking for to suit.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

APRIL 30, 2024

As you think about all these comments, we're super excited where we are with the business and the prospects for the future. 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.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

JULY 14, 2023

We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. In fact, consistent with our strategy, we continue to leverage our retail network to drive 25,000 wealth referrals year to date through May, up 18% year over year. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banks Investment Banking 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 Financing Finance 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

FEBRUARY 22, 2024

Before turning it over to Leo, I'll conclude with a few takeaways from 2023 and why I'm so optimistic about eXp's prospects in 2024 on the next slide. We're leveraging technology and increasing our operational efficiencies. We will continue to leverage our technology to improve operational efficiency and productivity.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

MAY 14, 2024

And so, even today, without the share price, it's still attractive, given the fact that our profit has increased quite substantially, given the fact that the value of our investment portfolio has been increasing, and also given the fact that our long-term prospect is actually very good. Then I have a follow-up question.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

JANUARY 15, 2025

Middle market banking revenue was down 2% from a year ago, driven by lower net interest income, reflecting higher deposit costs, partially offset by growth in treasury management fees. The one thing I just do want to say though, when we think about returns, we feel really great about the prospects here.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 17, 2024

The Blackstone portfolio consists of $70 billion of data centers and over $100 billion in prospective pipeline development, including AirTrunk and facilities under construction. Notwithstanding the temporary impact from these fee holidays, management fees in the third quarter increased 8% year over year to a record $1.8

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

JULY 20, 2023

We have virtually no net leverage at the parent company compared to U.S. banks with an average of 12 times leverage. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. Our prospects are accelerating. along with a pipeline of additional prospects.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

APRIL 18, 2024

And there is an additional $50 billion in prospective future development pipeline. 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. We obviously actively manage our cost structure.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 8, 2024

Jason, seems like maybe we got a little sandbagging, or should I be less cynical and just accept that maybe the prospects have changed for this business? He called PayPal, "A great company with great prospects", trying to sell it as a growth story. The great prospects, we're starting to see signs that that's certainly the case.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

OCTOBER 30, 2024

Some of the information we provide during today's call regarding our future expectations, plans and prospects may constitute forward-looking statements. We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth.

Leveraging 130

Leveraging Shareholders Debt Capital 130

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our operating expense ratio was 28.6 bps and up marginally from 27.1

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 1, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. 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.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

FEBRUARY 5, 2025

we are leveraging our go-to-market expertise to connect benefit solutions to HR platforms effectively while also ensuring our leave management is best in class. Leave management has been a challenge for the industry, and with our history, knowledge and focus we can continue to give a differentiated experience to our customers.

Capital 130

Capital Taxes Shareholders Consulting 130

The Motley Fool

JANUARY 25, 2024

and our prospects are very strong. BXPE will leverage the firm's full breadth of investment capabilities in private equity, including buyout, secondaries, tactical opportunities, life sciences growth, and other opportunistic strategies. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JULY 18, 2024

Our portfolio today consists of $55 billion of data centers, including facilities under construction, along with over $70 billion in prospective pipeline development. 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

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

MARCH 31, 2025

Then the big one that I think is going to make registered investment advisories sweat a little bit is they are collapsing the fees. Basically, if you have Robinhood as a Robo advisor, they start at 0.25% of a management fee, but they cap it out at 250 bucks a year. It's highly capital intensive, and it's highly leveraged.

Assets 244

Assets Capital Debt Financing 244

The Motley Fool

JANUARY 30, 2025

Our positioning has never been stronger nor our prospects brighter. economy, historically tight financing spreads, greater debt availability, the prospects of a more business-friendly regulatory climate and importantly, accelerating technological innovations have given us confidence to deploy capital at scale. I will catch it.

Management Fees 130

Management Fees Assets Capital Funds 130