Ares Management Corporation (ARES) Presents at Barclays 23rd Annual Global Financial

Macro Environment - The macroeconomic outlook appears stable, with the company observing resilience in its portfolio despite concerns about a softening labor market [1] - The company has access to extensive data from its global real assets and credit book, which includes investments in over 3,000 middle-market companies and 500 million-plus square feet of industrial logistics real estate [1] Performance Indicators - High occupancy rates are reported in the real estate portfolio, with year-over-year EBITDA growth between 12% to 13% [2] - The company notes that nonaccruals remain well below historical averages, indicating strong credit quality [2] - There are increases in interest coverage, suggesting improved financial health within the credit portfolios [2]