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Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners
Globenewswire· 2026-01-29 09:00
NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds have completed an approximately €900 million senior secured financing of a pan-European logistics and industrial portfolio owned by a joint venture between an affiliate of Cerberus Capital Management (“Cerberus”), a global alternative investment manager, and Arrow Capital Partners (“Arrow”), a specialist investor, credit provider, developer and manager of real estate in Europe and Asia-Pacific . The inve ...
Tom McCabe Joins XA Investments as Director of Regional Sales
Globenewswire· 2026-01-27 16:00
Supporting Distribution Growth of XAI’s Alternative Investment FundsCHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI’s distribution ef ...
Deals: CPPIB to invest initial US$162M in SC Capital Partners – Investment Executive
Investmentexecutive· 2026-01-21 17:06
Investment Activities - CPPIB is investing up to US$162 million in SC Capital, which has been a global institutional investor since 2022 [1] - CPPIB will also invest up to US$1.05 billion in a US$10.1 billion transaction for an indirect non-controlling interest in Castrol, expected to close by the end of 2026 [3] - Kelso & Co. has acquired a 25% stake in Wellington-Altus Financial Inc. for nearly US$400 million, with over 99% shareholder support [4] - Portage has closed a deal with Point72 Ventures to manage select fintech assets, moving them into a US$280 million continuation vehicle [8] Market Insights - Japan is highlighted as a key hospitality market due to strong inbound tourism and domestic demand, with SC Capital managing approximately US$9 billion in assets, 75% of which are in Japan [2] - The Canadian accredited investor market is projected to double between 2024 and 2029, prompting Maples Group to launch a fund administrative service for alternative investment funds [7] Real Estate Developments - BGO has entered the North American student housing market by acquiring a two-tower residential complex in Edmonton, which includes 272 residential units and 493 student beds [6]
Brookfield vs. Blackstone: Which Stock Will Make You Richer?
Yahoo Finance· 2026-01-21 12:27
Core Insights - Brookfield and Blackstone are major players in the alternative investment sector, each managing over $1 trillion in assets [1] - Both firms have provided substantial returns to shareholders, with Blackstone achieving a 26.5% annualized total return over the past decade and Brookfield at 18.3%, both outperforming the S&P 500's 15.9% return [2] Company Overview - Blackstone operates a straightforward business model focused on alternative asset management, including private equity, credit & insurance, real estate, and hedge funds, generating steady management and performance fees [4] - Brookfield combines alternative asset management with a wealth management platform and a portfolio of operating companies, managing capital for investors while also investing directly in its funds and businesses [5] Growth Projections - Brookfield anticipates annual earnings growth exceeding 25% over the next five years, an increase from its previous five-year growth rate of 22% [6] - Despite its growth potential, Brookfield's current stock price of approximately $47 per share is significantly below its estimated intrinsic value of $68 per share [6] Investment Outlook - While Blackstone is expected to continue enriching its investors, Brookfield's undervalued stock and strong earnings growth outlook position it for greater potential returns in the future [7] - Both companies have been effective in creating wealth, with Blackstone returning most of its rising earnings to investors through dividends and share repurchases, while Brookfield allocates capital to enhance shareholder value [8]
Here's the net worth you need to join America's 1%, plus a few strategies to build that first-class portfolio
Yahoo Finance· 2026-01-16 10:17
Core Insights - The article discusses the increasing availability of alternative investment options for individuals looking to diversify their portfolios beyond traditional mortgages and real estate investments [1][4]. Group 1: Real Estate Investment Trends - Direct real estate ownership constitutes approximately 22.5% of the portfolios of ultra-high net worth individuals, according to a survey by Knight Frank involving over 600 wealth managers managing nearly $3 trillion in assets [2][4]. - The average net worth of the top 0.1% of households in the U.S. is around $23.325 million, highlighting the wealth concentration among the ultra-wealthy [4]. - The top 10% of households in the U.S. have a net worth of about $2.65 million as of November 2023, indicating a significant wealth gap [3]. Group 2: Alternative Investment Platforms - Platforms like Fundrise Venture Capital allow investors to access curated portfolios of innovative private companies starting at a minimum investment of $10, making pre-IPO tech investing more accessible [4]. - Arrived offers shares in SEC-qualified investments in rental homes and vacation rentals, allowing investors to participate in real estate without the burdens of traditional landlord responsibilities [6][7]. - Lightstone Group, a major real estate investment firm with over $12 billion in assets, provides access to institutional-quality multifamily and industrial real estate through its platform Lightstone DIRECT, requiring a minimum investment of $100,000 [9][10]. Group 3: Commercial Real Estate Opportunities - First National Realty Partners (FNRP) allows accredited investors to own shares in commercial properties leased to major brands like Kroger and Walmart, with a minimum investment of $50,000 [11]. - FNRP utilizes a triple net lease structure, ensuring that tenant costs do not impact potential returns, thus providing a more stable investment option [11]. Group 4: Art as an Investment - Art has outperformed the S&P 500 with a compound annual growth rate of 12.6% from 1995 to 2022, making it an attractive alternative asset class [14]. - Masterworks enables investors to buy fractional shares in high-value artworks, providing a unique diversification opportunity compared to traditional investments [15][16]. Group 5: Financial Advisory and Portfolio Management - Research from Vanguard indicates that working with a financial advisor can enhance net returns by approximately 3% over time, significantly impacting long-term portfolio growth [18]. - Advisor.com connects individuals with licensed financial professionals to help tailor investment strategies based on personal financial goals and market conditions [19][20].
Apollo Global Management Inc. (NYSE: APO) Maintains "Buy" Rating Amid Price Target Adjustment
Financial Modeling Prep· 2026-01-13 19:06
Core Viewpoint - Apollo Global Management Inc. is a prominent player in the alternative investment management sector, specializing in private equity, credit, and real estate investments, with a strong competitive stance against firms like Blackstone and KKR [1] Group 1: Analyst Ratings and Price Targets - UBS has reaffirmed a "Buy" rating for Apollo, adjusting the price target from $186 to $182, indicating a nuanced perspective on the company's market position and future prospects [1][4] - Apollo has received an average recommendation of "Moderate Buy" from sixteen research firms, which includes thirteen "buy" recommendations, two "hold" suggestions, and one "strong buy" endorsement [2] - The average twelve-month price target for Apollo is approximately $166, reflecting a generally positive outlook among analysts [2] Group 2: Stock Performance and Market Position - Apollo's current stock price is $143.91, showing a slight decrease of about 1.31% or $1.91, with fluctuations between $142 and $144.74 on the day [3] - The stock has a yearly high of $174.91 and a low of $102.58, indicating significant volatility over the past year [3] - Apollo has a market capitalization of approximately $83.53 billion and a trading volume of 2,086,564 shares on the NYSE, underscoring its substantial presence in the investment management sector [3][4]
What You Need to Know Ahead of Ares Management's Earnings Release
Yahoo Finance· 2026-01-07 11:09
Core Viewpoint - Ares Management Corporation (ARES) is set to announce its fiscal fourth-quarter earnings for 2025, with analysts expecting significant growth in earnings per share (EPS) compared to the previous year [1][2]. Financial Performance - Analysts anticipate ARES will report a profit of $1.72 per share on a diluted basis, reflecting a 39.8% increase from $1.23 per share in the same quarter last year [2]. - For the full fiscal year, ARES is expected to achieve an EPS of $5.08, which is a 28% increase from $3.97 in fiscal 2024 [3]. - The EPS is projected to rise further to $6.58 in fiscal 2026, marking a year-over-year increase of 29.5% [3]. Stock Performance - Over the past 52 weeks, ARES stock has underperformed, with a decline of 2.4%, while the S&P 500 Index and the Financial Select Sector SPDR Fund gained 16.2% and 16.4%, respectively [4]. - Following the Q3 results announcement on Nov. 3, 2025, ARES shares increased by 4.6%, with an adjusted EPS of $1.19 surpassing Wall Street expectations of $1.14 [5]. Analyst Ratings - The consensus opinion on ARES stock is moderately bullish, with a "Moderate Buy" rating overall. Out of 19 analysts, nine recommend a "Strong Buy," two suggest a "Moderate Buy," and eight give a "Hold" rating [5]. - The average analyst price target for ARES is $190.29, indicating a potential upside of 8.1% from current levels [5].
Top Hedge Fund Industry Trends For 2026
Seeking Alpha· 2026-01-06 12:05
Core Insights - The article highlights the extensive experience of Donald A. Steinbrugge in the investment management industry, particularly in hedge funds [1] - Steinbrugge is the Chairman of Agecroft Partners, a consulting and marketing firm for hedge funds, which engages with over a thousand hedge fund investors monthly [1] - His background includes leadership roles in major hedge fund organizations and institutional investment management firms, showcasing his influence in the industry [1] Company Overview - Agecroft Partners specializes in consulting and third-party marketing for hedge funds, indicating a focus on connecting hedge fund managers with potential investors [1] - The firm conducts significant due diligence on hedge fund managers, emphasizing the importance of thorough research in investment decisions [1] Industry Context - Steinbrugge's experience includes being the head of sales for one of the largest hedge fund organizations and institutional investment management firms, reflecting the competitive landscape of the hedge fund industry [1] - His previous roles at Andor Capital Management and Merrill Lynch Investment Managers highlight the evolution and growth of hedge fund firms in the global market [1]
X @Bloomberg
Bloomberg· 2025-12-18 19:29
Alternative investment managers are starting to take a serious interest in catastrophe bonds tied to wildfires, moving into a risk category that just a few years ago was seen as too difficult to model https://t.co/uGsF0aEXUl ...
Stonepeak Portfolio Company Textainer Completes Acquisition of Seaco
Businesswire· 2025-12-16 14:10
Group 1 - Stonepeak, through Typewriter Ascend Ltd, has acquired Global Sea Containers Limited from Bohai Leasing Co., Ltd, reinforcing its commitment to the container leasing sector [1][2] - The acquisition results in a combined fleet of approximately 8.3 million CEU, establishing the largest and most diversified container fleet globally [3] - The merger aims to enhance service offerings and inventory availability, leveraging the strengths of both Textainer and Seaco [3][4] Group 2 - Textainer's CEO emphasized that the transaction will support seamless global leasing services and facilitate customer business growth [4] - The collaboration is expected to bring together industry expertise and resources, positioning the companies for growth in a dynamic market [4][5] - Stonepeak manages approximately $80 billion in assets, focusing on infrastructure and real assets, aiming for strong risk-adjusted returns [5] Group 3 - Textainer has been a leading lessor of intermodal containers since 1979, with a fleet of 4.4 million TEU, serving around 200 customers globally [6] - The company operates through a network of 14 offices and approximately 400 independent depots worldwide [6]