Doing a year-end review of our portfolios is essential to make sure we are getting adequate returns versus our benchmarks and achieving our goals according to what phase of our investmentBrett Ashcroft Green, CFP® is a CERTIFIED FINANCIAL PLANNER™. His family also operates a real estate brokerage in Nevada, one of the most tax-advantaged jurisdictions in the United States for retiring, estate planning, and establishing trusts. He holds an MBA and has worked with high-net-worth and ultra-high-net-worth indiv ...

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ with extensive experience in private credit and commercial real estate mezzanine financing [1] - He has worked with high-net-worth and ultra-high-net-worth individuals globally, indicating a strong focus on affluent clientele [1] - His professional background includes collaboration with leading commercial real estate developers such as The Witkoff Group and Fortress Investment Group [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries [2][3][4]

Ripple’s $500 million share sale last month brought in some of the biggest names in global finance but only after investors secured a suite of downside protections that more closely resemble structured credit than a typical venture round, according to a Bloomberg report. Citadel Securities, Fortress Investment Group, Marshall Wace, Brevan Howard–linked vehicles, Galaxy Digital and Pantera Capital participated in last month's funding round at a $40 billion valuation, the highest ever for a privately held c ...

I'm a value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress I ...

A Lady Justice statue. Photographer: Chan Long Hei/Bloomberg Litigation finance is having a bad year. After predicting huge growth as recently as January 2024, the industry is now finding that hedge funds and other sources of capital are pulling back. The situation has led some litigation finance firms to suspend fund-raising rounds, while others are exploring alternative paths to generate cash. Most Read from Bloomberg The industry — a $20 billion market that channels capital from investors to lawyers ...

Core Insights - The litigation finance industry, valued at $20 billion, is experiencing significant challenges, including reduced capital availability and regulatory changes, leading to a contraction in the market [2][3][8] Industry Challenges - Hedge funds and other capital sources are pulling back, causing some litigation finance firms to suspend fundraising and seek alternative cash generation methods [1][2] - Regulatory changes in the UK and US are imposing stricter controls on litigation funders, including requirements for transparency and limitations on profit structures [8] Market Adjustments - Firms like Therium Capital Management are adapting by outsourcing responsibilities to manage costs and maximize investor returns [5] - Litigation Capital Management paused active marketing for a fund due to uncertainties around potential tax changes in the US [6] Performance and Outcomes - Burford Capital Ltd. has seen its shares decline over 25% this year despite a potential $16 billion settlement in a significant case, highlighting the financial pressures within the industry [7] - A notable case against Mastercard illustrates the industry's difficulties, with a claim initially valued at £14 billion settling for only £200 million, raising concerns about funding viability [9][10]

Core Insights - The continuation vehicle (CV) strategy is gaining attention due to a significant failure involving United Site Services (USS), with major financial institutions facing a potential loss of $1.4 billion [1] - The CV was created by Platinum Equity in 2021 to transition USS from an older private equity fund to a new fund, allowing investors to cash out approximately $2.6 billion without a direct sale [2][3] - The valuation of USS was set at $4 billion, but the company faced challenges due to higher interest rates impacting the construction industry and its own financial health [3][5] Company-Specific Details - USS struggled with integrating prior acquisitions and faced cash flow issues due to debt servicing, leading to a potential handover of control to lenders [5][6] - The situation underscores the risks associated with continuation vehicles, which represented nearly 20% of all private asset exits in the first half of 2025 [8] - While CVs provide flexibility for private equity firms, the USS case illustrates the dangers of concentrated, illiquid investments that may fail [9]

The Surface Transportation Board has approved Fortress Investment Group’s acquisition of the Wheeling & Lake Erie Railway and Akron Barberton Cluster Railway. The acquisition will be effective Dec. 26. In a press release Wednesday , the board notes that the two properties will join six Class III railroads already in the Fortress portfolio (through rail company Transtar), that one customer currently served by both the W&LE and Transtar’s Union Railroad supported the transaction, and that there were no fili ...

US-based SPB Hospitality, a portfolio company of Fortress Investment Group, has appointed Tonya R Robinson as its chief financial officer (CFO) with immediate effect, succeeding Jessica Hagler, who has left the company. Robinson becomes part of the company’s senior leadership team as it seeks to further develop its operational base and support future growth of its restaurant brands. SPB Hospitality chairman and CEO GJ Hart stated: “Tonya is a highly respected financial leader whose depth of experience in ...

XRP is primed for a 22% price breakout, says Lacie Zhang, research analyst at Bitget Wallet. Zhang argued that the Monday launch of crypto asset manager Grayscale’s new GXRP ETF will pave the way for a price rally. “A breakout could target $2.50 and beyond, supported by a spot-ETF catalyst,” Zhang told DL News. That would translate to XRP’s price surging 22% above its current levels. Zhang isn’t alone in being bullish on XRP. Others have told DL News that XRP’s price is well positioned to surge by as ...