My name is Kayn Ingram and I am a creative. Now, I just used an adjective as a noun. So, what exactly does it mean to be a creative? Artists, photographers, designers, painters, all might refer to themselves as a creative. I personally think it's a term that us rightbrain people use when there's just not one particular thing that we do for a living. So like most creatives, I have a lot of endeavors. I co-own a creative agency where we build brands and logos for startups. I paint murals on big walls for busi ...

Company Overview - Air Lease Corporation (ALC) is a significant aircraft leasing platform with over $55 billion in assets and commitments [10] - The company has a strong order book of 430 aircraft [11, 12] with an estimated aggregate commitment of $276 billion [12] - ALC boasts $76 billion in liquidity, comprising $1 billion in unrestricted cash and $66 billion in available borrowing capacity [11, 12] - Approximately 72% of ALC's fleet NBV is with flag carriers or airlines with government ownership [11] Financial Performance and Market Position - ALC's revenue increased from $2 billion in 2020 to $23 billion in the trailing twelve months (TTM) ending June 30, 2022 [14] - The company's orderbook placement rate rose from 47% in 2020 to 58% in Q2 2022 (TTM) [14] - Operating cash flow increased from $11 billion in 2020 to $15 billion in Q2 2022 (TTM) [14] - Adjusted Pre-tax Return on Common Equity is 122% [11, 42] Industry Trends and Outlook - International passenger volumes are recovering, reaching -29% of 2019 levels [14, 23] - The industry experienced a 658% decline in passenger traffic during the COVID-19 pandemic [27] - ALC has $10 billion in orderbook placements since June 2021 [38]

Company Overview - Air Lease Corporation (ALC) operates as a \$50+ billion aircraft leasing platform [9, 11] - The company's fleet has a young average age of 46 years [10] - ALC boasts a high aircraft utilization rate of 1000% in 3Q 2024 [10] Financial Highlights - ALC has \$32 billion in total assets [10] - The company has \$30 billion in committed rentals [10] - ALC maintains a strong liquidity position of \$75 billion [10] - The adjusted pre-tax return on common equity is 101% [10] Order Book and Deliveries - ALC has commitments to purchase 287 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of \$182 billion [11, 63, 68] - The company has placed 95% of its committed orderbook on long-term leases for aircraft delivering through the end of 2026 [11, 63, 68] - ALC expects to deliver 130 aircraft through 2026, of which 100% are placed [11, 63, 68]

The Company routinely posts information that may be important to investors in the "Investors" section of the Company's website at www.airleasecorp.com. Investors and potential investors are encouraged to consult the Company's website regularly for important information about the Company. The information contained on, or that may be accessed through, the Company's website is not incorporated by reference into, and is not a part of, this presentation. In addition to financial results prepared in accordance wi ...

2025 COMPANY OVERVIEW The following factors, in addition to those discussed in our press releases and filings with the U.S. Securities and Exchange Commission, could cause actual results to differ materially from our current expectations expressed in forward-looking statements: 3 ▪ a significant decline in customer demand for our transportation assets or services, including as a result of: ▪ prolonged inflation or deflation ▪ high interest rates ▪ weak macroeconomic conditions and world trade policies ▪ wea ...

SAN DIEGO, June 30, 2025 /PRNewswire/ -- Neurocrine Biosciences, Inc. (Nasdaq: NBIX) today announced the initiation of a Phase 1 first-in-human clinical study to evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics and immunogenicity of investigational compound NBIP-01435 in healthy adult participants. NBIP-01435 is a long-acting corticotropin-releasing factor type 1 receptor antagonist administered as a subcutaneous injection for the potential treatment of congenital adrenal hyperplasia (C ...

欢迎扫描下方二维码关注： = | 增值税处理 适用税目为现代服务-租赁服务-有 形动产租赁服务,税率为 13%。 有形动产融资 不动产融资 租赁服务 租赁服务 | 增值税处理 适用税目为现代服务-租赁服务，不动 产租赁服务税率为 9% ，有形动产租赁服 务税率为 13%。 (2) 融资性售后回租 是指承租方以融资为目的，将资产出 售给从事融资性售后回租业务的企业后, 从事融资性售后回租业务的企业将该资产 出租给承租方的业务活动。 从事融资性售 以融资为目的) 层回租亚务的 » 》 资产出售 > 企业 (家)承租方 1 资产出租 2 = | 增值税处理 适用税目为金融服务-贷款服务, 税率为 6%。 -. 各种交通工具的 租赁业务 1. 程租业务: 是指运输企业为租船人完成某一特定航次的 运输任务并收取租赁费的业务。 = | 增值税处理 适用税目为交通运输服务-水路运 输服务,税率为 9%。 2. 期租业务: 是指运输企业将配备有操作人员的船舶承 租给他人使用一定期限，承租期内听候承租方 调遣，不论是否经营,均按天向承租方收取租 赁费,发生的固定费用均由船东负担的业务。 = | 增值税处理 适用税目为交通运输服 ...

Summary of BXP Conference Call Company Overview - The conference call was hosted by BMO Capital Markets featuring BXP (formerly known as Boston Properties) with key executives including Owen Thomas (Chairman and CEO), Doug Linde (President and Director), and Mike LaBelle (CFO) [1][2] Core Industry Insights - **Leasing Activity**: BXP reported a significant increase in leasing activity, with a 30% rise in leases executed in the first quarter compared to the same period in the previous year [3][4] - **Occupancy Rates**: Current occupancy is approximately 87%, with potential to increase as rollover exposure in 2026 and 2027 is under 5% [5][12] - **Development Pipeline**: The company is set to deliver a major project, 290 Binney Street, which is 100% leased to AstraZeneca, expected to add $45 million to $50 million in cash flow [6][46] Financial Performance - **Funds from Operations (FFO)**: Each percentage point increase in occupancy translates to approximately $0.20 per share in FFO, indicating a strong opportunity for growth [5] - **Asset Sales**: BXP is actively selling non-producing assets, with four land parcels under contract expected to generate about $75 million in proceeds [7][50] Market Dynamics - **Regional Performance**: Manhattan is identified as the strongest market, with high demand and limited availability leading to double-digit rent increases. Other strong markets include Back Bay of Boston and Northern Virginia [15][16] - **West Coast Challenges**: The West Coast, particularly San Francisco, is experiencing slower demand, primarily driven by technology firms, with a need for more substantial growth from smaller companies to impact the market positively [18][20] Acquisition Strategy - BXP is continuously looking for acquisition opportunities, particularly in a market where they believe interesting prices may be available. However, finding suitable premier workplace assets has proven challenging due to low availability [25][27] - The company is focusing on development opportunities, with a notable project in Washington, D.C., where they have secured leases before committing to build [44][48] Future Outlook - **343 Madison Development**: BXP plans to move forward with the 343 Madison project, anticipating an average rent of over $200 per square foot, with a projected completion for tenant build-out by early 2029 [36][43] - **Residential Development**: BXP is exploring mixed-use developments and residential projects, leveraging their land holdings in suburban areas to meet housing demand [56][58] Key Risks and Considerations - The company acknowledges potential market volatility and external factors such as tariffs and policy changes that could impact leasing and development activities [60] Conclusion - BXP is positioned for growth with strong leasing activity, a robust development pipeline, and strategic asset sales, while navigating challenges in certain markets and focusing on future opportunities in both commercial and residential sectors [8][60]

Core Insights - The Ensign Group Inc. (ENSG) has expanded its operations by acquiring three skilled nursing facilities in Idaho and California, effective June 1, 2025 [1][8] - The acquisitions align with ENSG's strategy of targeted acquisitions and leasing, which will reduce capital expenses and enhance revenue generation [2][8] - The company’s skilled services segment saw a revenue increase of 15.9% year-over-year to $1.1 billion in Q1 2025, driven by higher occupancy rates and improved patient days [3] Acquisition Details - The acquired facilities include Ironwood Rehabilitation and Care Center (80 beds) and Lakeside Rehabilitation and Care Center (100 beds) in Coeur d'Alene, ID, and Toluca Lake Transitional Care (52 beds) in North Hollywood, CA [1][8] - The Idaho properties will operate under a triple-net lease agreement with a third-party landlord [2][8] - These acquisitions bring ENSG's total operational count to 347 healthcare facilities across 17 states [2][8] Growth Strategy - ENSG's interest in both well-performing and underperforming facilities indicates a strong belief in its operational turnaround capabilities [4] - The company aims to acquire more real estate assets and senior living operations in the long term [4] Stock Performance - Over the past year, ENSG shares have increased by 22.2%, outperforming the industry growth of 13.5% [5]

Easterly Government Properties (DEA) 2025 Conference June 03, 2025 09:30 AM ET Speaker0 Good morning, everyone. My name is John Kim with BMO Capital Markets. It's my pleasure to be moderating this presentation of Easterly Government. With me today, Daryl Crate, CEO and Allison Marino, Chief Financial Officer of the company. I thought maybe we'd just start off with opening remarks and why investors should invest in DEA today. Speaker1 Great. Yeah. So so so for those of you who aren't familiar with Easterly G ...