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...The $60bn Blackstone Real Estate Income Trust generated $2.7bn in cash flows in 2023, mostly in rents from a portfolio spanning thousands of warehouses, apartment buildings and data centres across the US...
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...A global private equity or debt portfolio should be very closely correlated with a global public equity or debt portfolio....
...Block said he believes higher rates and a weaker real estate market were making loans more expensive for borrowers while the underlying collateral, including some office buildings, is below the value of...
...Gatch said he can’t figure out a way to value these tokens as part of a long-term portfolio. “We don’t have one, so therefore we’re not launching a product of that type.”...
...Today, DFA manages about $677bn, and a decent chunk of that is invested in its suite of small-cap funds. such as its $15.4bn US Small Cap Portfolio....
...Add up the value of all the assets held and you get what is called the portfolio’s net asset value (NAV)....
...The restructuring Ergen proposed was the latest in a string of so-called distressed exchanges across corporate America: a type of deal that typically strips debt holders of claims to a company’s underlying...
...But, despite Westminster’s push to style London as a hub for crypto innovation, the FCA’s cold stance on the sector has been validated by a series of long-running compliance scandals across the sector....
...And I think that informs us, ultimately, we also struggle a little bit with liquidity, not because of our size, but because the underlying UK equity market is pretty illiquid relative to other markets in...
...the Value Exchange....
...In discretionary trusts, there is a 20 per cent charge if the value exceeds the £325,000 threshold....
...a long-term average of 7.6 per cent....
...Is the resulting long-short portfolio one we would actually like to hold with our own money? Of course not!...
...The four fixed income ETFs include the Tax-Aware Intermediate Municipal and Tax-Aware Long Municipal ETFs, which invest principally in a national portfolio of both municipal and taxable fixed income securities...
...Investment is a long game during which our level of enthusiasm for money management can wax and wane....
...The problem until now has been valuing these assets given the possibility of a slowdown and the cost of rising debt....
...Exclude capital expenditures and the market is 40 per cent better value than it was, relative to its combined equity and debt....
...Investors have long been dissatisfied with the share price of the group, which is trading at a significant discount to its net asset value....
...Property investors consider payout ratios exceeding cash flows to be a problem in the long term, raising questions about the sustainability of a payout that drew many investors to the fund....
...Eric Veiel, head of global equity at T Rowe Price, the $1.3tn fund manager, said the shift would impact both short- and long-term demand for stocks....
...Takeover targets Some funds have found themselves in trouble because of a series of self-inflicted events....
...Unlike a fund — and like its existing short-duration bonds service — it consists of an actual portfolio of your own bonds....
...For a ready reckoner of what it all means, here’s Morgan Stanley (from 2021): Advantages: Mondi is net long containerboard while DS Smith is net short....
...It was there as the literal “elephant in the room” — a visual representation of the challenge that fund managers now face: to win a place in a portfolio, they have to beat the rate that a client can earn...
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