The Motley Fool

MAY 9, 2024

BDCs tend to use leverage to help boost their payouts. While this leverage can help juice returns, it could also exacerbate losses during an economic downturn. is below the BDC average of 1.06, showing its more conservative use of leverage. Investing in middle-market companies isn't without risk.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

Private Equity Wire

DECEMBER 28, 2023

JTC Group has developed considerable expertise in the real assets space, to specialise in infrastructure, real estate and renewable energy. Where that has been activity, it’s tended to be the ‘core’ and ‘core +’ assets, where there is a strong and secure income generation element, or where sustainability credentials are high.

Assets 73

Assets Leveraging Deal Flow Financial Services 73

The Motley Fool

MAY 17, 2024

They also have geographic diversification via global asset portfolios. Notice that as the price of oil dropped in 2020, which crushed revenue and earnings for energy companies, Exxon and Chevron both increased their leverage.

Leveraging 214

Leveraging Debt Assets Returns 214

Private Equity Wire

APRIL 4, 2024

Apex Group will increasingly utilise this operating model for all of its asset management clientele, which the company says in turn, will enable them to sell more of their product. Peter Hughes, Chief Executive Officer of Apex Group, said: “This is a game-changer for Apex Group, and the industry as a whole.

Leveraging 74

Leveraging Funds Asset Management Financial Services 74

Top 1000 Funds

SEPTEMBER 11, 2023

billion Pennsylvania Public School Employees' Retirement System has reduced net leverage, added fixed income and continues to shave costs off its external investment management fees, mostly by reducing private allocations. The trimming and shifting of the portfolio is part of an adjusted SAA responding to ongoing market changes.

Leveraging 52

Leveraging Management Fees Portfolios Returns 52

The Motley Fool

JANUARY 2, 2024

As its name indicates, Cohen & Steers Infrastructure Fund focuses primarily on infrastructure-related assets, including stocks, bonds, and derivatives. The fund uses leverage (borrowing) to boost its distributions. Its leverage ratio right now is 30.97%. This fund invests in a wide range of assets.

Funds 244

Funds Leveraging Investing Assets 244

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

Assets 52

Assets Leveraging Prospects 52

The Motley Fool

MAY 12, 2024

One of them was the use of artificial intelligence and machine learning to leverage PayPal's huge data trove and create more value for clients and expand its opportunities. It has enviable assets and tons of potential. A few themes emerged from Chriss' update on the first-quarter earnings call. So far, it's going well.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

APRIL 23, 2024

The natural gas pipeline giant recently showcased its commitment to maintaining a conservative financial profile by adjusting its targeted- leverage ratio. Adjusting the target Kinder Morgan unveiled in its first-quarter earnings report that it's adjusting its long-term leverage target. times to its leverage ratio this year.

Leveraging 130

Leveraging Earnings Before Interest Amortization Depreciation 130

The Motley Fool

SEPTEMBER 10, 2023

The recent dividend cut at the Brookfield Real Assets Income Fund (NYSE: RA) led to a significant fall in the share price and called into question the sustainability of dividends in many closed-end funds. Not only do many of them come with mid-teens yields right now, but they tend to invest in a myriad of assets, which helps diversify risk.

Funds 246

Funds Leveraging Assets Debt 246

The Motley Fool

MAY 1, 2024

The company benefited from the contribution of new assets placed into service during the period, which helped offset the impact of weaker commodity prices. That kept its leverage ratio at 3.0, It aims for leverage of 3.0, The company's integrated energy infrastructure system transported the equivalent of 12.3 right on target. (It

Investing 246

Investing Leveraging Taxes Capital 246

The Motley Fool

MARCH 8, 2024

Much ado has been made about the broader macro picture improving for the most speculative asset classes. Many of these projects remain obscure, despite their multibillion-dollar valuations, with retail investors continuing to drive the vast majority of the trading volume around these digital assets. What gives? Can this rally continue?

Leveraging 241

Leveraging Assets Capital Returns 241

The Motley Fool

APRIL 24, 2024

The REIT's average cost of funds was 1.58%, compared with an average asset yield of 4.56%. It leveraged that investment to grow its portfolio to $63.3 leverage ratio , up from 7.0 A prodigious passive income producer AGNC Investment's business model uses leverage to boost the return it can earn from low-risk Agency MBS.

Leveraging 246

Leveraging Portfolios Banks Returns 246

The Motley Fool

MAY 17, 2024

Most of its assets, however, have similar revenue dynamics since they are either regulated, fee-based, or contract-driven. And that will not only help to support, and justify, the company's higher leverage levels (than midstream peers), but also help to build the foundation for long-term growth. Image source: Getty Images.

Leveraging 240

Leveraging Earnings Before Interest Amortization Depreciation 240

The Motley Fool

MAY 12, 2024

Much of Occidental's production, including CrownRock's assets, is in high-decline areas. But high oil prices should keep these assets highly profitable. This year, for instance, its production profile is expected to grow by 4% to 7% thanks to rising productivity across both its Permian and Denver-Julesburg basin assets.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

APRIL 29, 2024

BlackRock Finally, there's BlackRock, the largest asset manager in the world, with over $10 trillion in assets under management. In the span of just over three months, the ETF has gone from $0 to $17 billion in assets under management. And you can expect that figure to grow even higher as the price of Bitcoin increases.

Assets 245

Assets Consultants Consulting Asset Management 245

The Motley Fool

OCTOBER 9, 2023

While most risk assets declined in morning trading Monday in response to surging oil prices and an escalating conflict in the Middle East, equities recovered during the afternoon, with crypto assets underperforming. As of 3 p.m. That said, if I had to pick one of these tokens to buy on Monday's decline, it would have to be Ethereum.

Leveraging 245

Leveraging Assets Portfolios Investors 245

The Motley Fool

FEBRUARY 28, 2024

Bitcoin's liquidation spree When assets move quickly, it often causes a squeeze on leveraged positions. million in short leverage positions liquidated for Bitcoin and $363 million across crypto, which could have fueled the run-up. Leverage long positions must be sold, which causes the drop to accelerate.

Leveraging 245

Leveraging Assets Returns Portfolios 245

The Motley Fool

MAY 5, 2024

All four companies operate gathering and processing (G&P) assets. Western Midstream's main business is operating G&P assets after it sold $790 million of non-core assets this year, $400 million of which Enterprise acquired. Western Midstream, Enterprise Products Partners, and MPLX expect their leverage ratios to be in the low 3.0

Taxes 130

Taxes Stakes Leveraging Liabilities 130

The Motley Fool

MARCH 16, 2024

These firms then use leverage to boost their returns. Annaly and AGNC also have less leverage than they've used in the past before the pandemic. For example, Annaly had economic leverage, which takes in account the volatility of the assets, of 5.7x at the end of 2018, while AGNC had leverage of 7.0x

Leveraging 243

Leveraging Investing Capital Portfolios 243

Private Equity Insights

FEBRUARY 2, 2024

and Deutsche Bank AG are also among the lenders considering a role in funding what would be the largest leveraged buyout of the year so far, according to the people, who asked not to be identified discussing the transaction. Wall Street banks including JPMorgan Chase & Co. and Bank of America Corp. Jefferies Financial Group Inc.

Buyout 195

Buyout Financing Finance Private Equity Firms 195

The Motley Fool

MAY 14, 2024

"This strategic acquisition provides the quickest pipeline connectivity to and within the critical supply and demand centers for our NGLs, refined products, and crude oil assets in the Gulf Coast," stated CEO Pierce Norton in a press release unveiling the acquisition. times leverage ratio. The company ended Q1 with a solid 3.8

Leveraging 130

Leveraging Earnings Before Interest Amortization Depreciation 130

The Motley Fool

APRIL 27, 2024

Most of Hercules's assets are in debts structured with warrants , equity, and options, giving the company a way to benefit from the upside results of those companies that it invests in. It does this because the value of its assets can be unpredictable, so this supplemental payout can fluctuate widely. based on its stock price today.

Capital 130

Capital Initial Public Offering Leveraging Debt 130

The Motley Fool

MAY 16, 2024

Operating a massive portfolio of green energy assets, Brookfield Renewable has demonstrated a strong commitment to rewarding shareholders, and its 4.8% Vitesse uses a proprietary system developed by the company to identify and allocate capital to assets. That's a significantly more challenging feat -- but not impossible.

Debt 243

Debt Investment Horizon Shareholders Capital 243

The Motley Fool

APRIL 27, 2024

AAPL Net Total Long Term Debt (Quarterly) data by YCharts Apple doesn't rely on leverage to operate its business. As of the first quarter of fiscal 2024, Apple's trove of these assets was $172.6 Therefore, Apple's true "cash position" is even better than its leverage ratios would indicate.

Stock Market 246

Stock Market Stock Market Leveraging Banks 246

The Motley Fool

MARCH 24, 2024

It operates pipelines, storage assets, a marine business, and export terminals. It also operates crude oil and refined products logistics and storage assets, as well as natural gas G&P operations. leverage ratio , which falls in the middle of its 2.75-3.25 Enterprise Products Partners has a similar business. target range.

Leveraging 246

Leveraging Earnings Before Interest Amortization Depreciation 246

The Motley Fool

MAY 19, 2024

It saw record natural gas throughput across its asset base, with volumes up 2% from the previous quarter. In addition to its strong Q1 results, Western Midstream also closed the sale of five non-core assets, collecting about $790 million in proceeds. That was a 22% year-over-year increase. billion and $2.4 billion and $1.25

Enterprise Values 130

Enterprise Values Leveraging Debt Prospects 130

The Motley Fool

MAY 8, 2024

Bitcoin displays noteworthy correlations Bitcoin has become a more popular asset class with broader acceptance among investors. In recent years, the prices of Bitcoin and other high-profile crypto assets have been highly correlated to other speculative assets. Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Assets Leveraging Prospects 130

The Motley Fool

MARCH 11, 2024

And, if anything, this extremely leveraged Bitcoin position is only going to grow over the next few years as the company just announced a massive new $700 million convertible note offering. Coinbase Global The price of Coinbase Global stock, too, is leveraged to the price of Bitcoin, but not nearly to the same degree as MicroStrategy.

Leveraging 246

Leveraging Assets Portfolios Returns 246

The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. On today's call, I will provide my usual updates regarding our performance in the quarter.

Capital 130

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

The Motley Fool

DECEMBER 3, 2023

Those assets generate very predictable revenue backed primarily by long-term contracts and government-regulated rate structures. leverage ratio. Leverage has steadily improved from an already solid 4.1 That low leverage ratio is a big reason why Enterprise has the highest credit rating in the midstream sector (A-/A3).

Leveraging 189

Leveraging Assets Capital Investors 189

The Motley Fool

APRIL 19, 2024

The two biggest areas to look at when it comes to dividend safety are its distribution coverage ratio and leverage ratio. Meanwhile, the company ended last year with leverage of 3x, which is near the low end of companies in the midstream space. When the leverage at companies gets too high, there's a risk they may cut their dividend.

Enterprise Values 130

Enterprise Values Depreciation Leveraging Earnings Before Interest 130

The Motley Fool

JANUARY 9, 2024

The MLP has an elite credit rating (its A-/A3 bond rating is the highest in the midstream sector) thanks to its low leverage ratio. The company's leverage was 3.0 billion and opportunistically purchased 580 miles of pipelines and related assets for $160 million. times target range.

Investors 246

Investors Leveraging Prospects Funds 246

Private Equity Insights

DECEMBER 14, 2023

Additionally, Aldar will invest $100m into an existing European private real estate credit strategy first established by Mubadala and Ares in 2021, which focuses on senior secured debt with a first lien on physical real estate assets, including office, multifamily residential, industrial, retail, and hospitality.

Leveraging 130

Leveraging Private Equity Firms Private Equity Firms Investing 130

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 Ares Management Corp. has raised A$2.6 billion ($1.7

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

SEPTEMBER 23, 2023

It also seems to be soliciting bids for ABC and other "noncore" media assets and said it would consider a partner for ESPN. Iger's biggest deal yet was the 2018 acquisition of Fox's entertainment assets, which he believed was necessary to give Disney the content to push into streaming. When he returned as CEO in Nov.

Leveraging 246

Leveraging Bidding Assets Capital 246

The Motley Fool

MAY 4, 2024

It's fairly easy to understand what property owning REITs do: They buy physical assets and lease them out to tenants. For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. What does Annaly Capital do? While Annaly is a REIT , it isn't a landlord.

Returns 246

Returns Capital Initial Public Offering Mutual Funds 246