PPHE Hotel's biggest shareholders are considering options for the real estate company behind Park Plaza Hotels in Europe, including a potential move to take it private, sources said https://t.co/9z1u3AaE8U ...

RT Yieldus Maximus (Ben) (@kcryptoinvest)Two new properties are coming on chain to provide International investors with exposure to US real estate with @asx_capital .These deals are for web3 users who who want to diversify their portfolio beyond the volatility of crypto with real estate backed assets.They are for serious investors with long term vision. ...

Company Overview - Arrived, backed by investors like Jeff Bezos and Mark Beni off, enables investors to buy and sell shares of single-family rental homes starting from $100 [1] - The company manages the properties, generating income from rents and potential appreciation over time [1] - Properties are taxed as REITs due to being owned by hundreds of investors [2] - Investors can choose homes from over 500 properties in 65 cities, with some properties having more than 1,000 investors [2] Investment & Platform - Approximately 850,000 investors have collectively invested over $330 million in Arrived homes [3] - Arrived is launching a secondary market platform for investors to trade shares of homes, allowing for quick exits or position expansions [3] Market Conditions & Risk Management - The new platform is launching when traditional home buying is stalling and single-family rentals are becoming more expensive [4] - Arrived has become selective about its markets and stopped using long-term leverage [5] - The majority of properties on the platform are owned by investors with 100% equity [5] - For properties with mortgages, the average interest rate is below 4% [5]

Financial Data and Key Metrics Changes - Distributed earnings before realizations were $1.3 billion for the quarter, or $0.56 per share, and $5.4 billion over the last 12 months, or $2.27 per share, representing an 18% increase over the same period last year [5][14] - Total distributed earnings, including realizations, were $1.5 billion, or $0.63 per share for the quarter, and $6 billion, or $2.54 per share over the last 12 months, with total net income of $1.7 billion [14][15] - The company financed $140 billion of debt across operations and closed $75 billion of asset sales at attractive values [5][25] Business Line Data and Key Metrics Changes - The asset management business generated distributed earnings of $687 million, or $0.29 per share in the quarter, and $2.7 billion, or $1.14 per share over the last 12 months [14] - Wealth Solutions business delivered distributed earnings of $420 million, or $0.18 per share in the quarter, and $1.7 billion, or $0.70 per share over the last 12 months, representing organic growth of over 15% year over year [17] - The infrastructure and renewable power businesses remain at the forefront of secular trends, with significant initiatives announced for next-generation power and AI infrastructure [20] Market Data and Key Metrics Changes - Economic activity and corporate earnings remain healthy, with capital markets open and transaction activity picking up across most asset classes [5] - The real estate recovery is gaining momentum, with strong leasing activity and high occupancy rates in the Super Core and Core Plus portfolios [20][21] - The company has advanced $75 billion of monetizations across its franchise, including various asset classes [21][24] Company Strategy and Development Direction - The company is focusing on AI innovation, aging populations, and real estate recovery as key trends for future growth [9] - Strategic transactions include the acquisition of Just Group in the UK and a reinsurance agreement in Japan, expanding the company's footprint in retirement markets [10][19] - The company aims to leverage its scale and expertise in real assets to capture opportunities in energy transition and AI infrastructure [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the economic environment, noting potential policy easing from the Federal Reserve and the benefits of real assets in a low nominal rate environment [6][8] - The company anticipates continued strong growth in its results over the remainder of the year and into 2026, supported by a record $180 billion of deployable capital [9][25] - Management highlighted the importance of disciplined capital deployment and the potential for significant growth in AI and renewable energy sectors [29][79] Other Important Information - The company completed a three-for-two stock split on October 9, 2025, affecting all per-share amounts discussed [2] - A quarterly dividend of $0.06 per share was declared, consistent with the previous quarter's dividend [26] - The company maintains a conservatively capitalized balance sheet with high levels of liquidity [25] Q&A Session Summary Question: How do you see humanoids and AI potentially creating another leg of the stool for Brookfield over time? - Management indicated that capital deployment is focused on building infrastructure to support AI growth, with significant investment in renewable energy and data centers [29][31] Question: Can you talk about the reinsurance agreement in Japan and its contribution to global ambitions? - Management confirmed that the reinsurance agreement is a flow arrangement that will build over time, with a focus on growth in both the UK and Japan markets [33][34] Question: How long to reach the 200 basis point target net investment yield spread? - Management stated that achieving the target is a medium to long-term goal, with expectations for the spread to widen as attractive investment opportunities arise [37][38] Question: What is the impact of the Oaktree acquisition on share repurchases? - Management confirmed that the acquisition will not impact the broader buyback strategy, with a portion of shares issued being repurchased [41] Question: Can you elaborate on the trajectory of the insurance business and spread dynamics? - Management acknowledged the current spread of 165 basis points, emphasizing a disciplined approach to capital deployment and a focus on long-term performance [44][46] Question: What are the downside protections sought in nuclear project investments? - Management indicated that investments in nuclear projects will be structured to provide strong downside protection, with a focus on scaling Westinghouse's services [53][55] Question: How is the outlook for Kerry Generation shaping up for 2026? - Management expects a step-up in carried interest in 2026, with a healthy transaction market supporting continued activity [61][62]

Financial Data and Key Metrics Changes - Fiscal first quarter revenue was $10.8 million compared to $4 million for the prior year period, primarily driven by $7.4 million in revenue from the sale of a built-to-suit property [12] - The company reported a net loss of $7.9 million for the quarter versus net income of $3 million a year ago, mainly due to unrealized losses on investments [13] - Adjusted EBITDA for the quarter was a loss of $500,000 compared to a gain of $1.3 million in the prior year period [13] - Fee-paying assets under management (AUM) grew 9% year over year to approximately $594 million, or 10% on a pro forma basis to approximately $601 million [4][12] Business Line Data and Key Metrics Changes - Monomoy BTS sold its second built-to-suit development property for over $7 million, generating a gain of over $500,000 [6] - Investment management and property management fees at Monomoy CRE increased 12% over the prior year period, driven by growth in fee-paying AUM and rental income [8] - GECC raised approximately $28 million in equity proceeds, including a $15 million private placement and $13 million through its At the Market Equity Program [8] Market Data and Key Metrics Changes - The REIT deployed over $13 million to acquire seven new properties at attractive cap rates [8] - GECC doubled its borrowing capacity under its revolver to $50 million, reducing the interest rate by 50 basis points [9] Company Strategy and Development Direction - The company aims to expand its platform, grow assets under management, and enhance profitability [4] - A transformative partnership with Kennedy Lewis Investment Management was established, committing up to $150 million in leverageable capital to accelerate real estate platform expansion [5] - The company is focused on growing fee-paying AUM and scaling its credit and real estate platforms [11][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strategic direction of the business and the ability to leverage fixed costs for growth [17][18] - Despite setbacks from First Branch's bankruptcy, the company believes it is in a strong position with ample deployable cash and a solid balance sheet [10][11] Other Important Information - The company ended the quarter with approximately $53.5 million in cash, providing flexibility for growth initiatives [11] - The stock repurchase program was expanded by $5 million to a total of $25 million, with 5.6 million shares repurchased for $10.9 million [11] Q&A Session Summary Question: Current growth trajectory and expense structure - Management indicated that the bulk of fixed costs are in place, and the focus is now on growth, particularly in real estate and BDC [17][18] Question: Information on Monomoy REIT - Management acknowledged the limited public information on Monomoy REIT, which focuses on industrial outside storage and has over 150 buildings [20][21] - The REIT has built a built-to-suit business and aims for potential public listing in the future [21][22]

Market Performance - The U.S. stock market indices showed mixed results, with the S&P 500 increasing by approximately 0.1%, the Nasdaq Composite decreasing by 0.3%, and the Dow Jones Industrial Average rising by 0.7% [1] Investment Strategy - In uncertain market conditions, it is suggested that investors consider low-leverage stocks as safer investment options. Recommended companies include CSW Industrials, Jones Lang LaSalle, Hecla Mining, Safran SA, and Siemens Energy, all of which exhibit low leverage [2][10] Understanding Leverage - Leverage in finance refers to borrowing capital for operations and expansion, typically through debt financing. While debt can facilitate growth, excessive reliance on it can lead to significant risks [4][5] Debt-to-Equity Ratio - The debt-to-equity ratio is a key metric for assessing a company's financial risk, with a lower ratio indicating better solvency. Investors are encouraged to focus on stocks with low debt-to-equity ratios to mitigate risks during economic downturns [7][9] Company Highlights - **CSW Industrials**: Recently completed a $650 million acquisition to enhance its HVAC and refrigeration market presence. The Zacks Consensus Estimate predicts a 23.5% sales increase for fiscal 2026 [15][16] - **Jones Lang LaSalle**: Reported a 29% year-over-year increase in adjusted earnings per share and a 10% revenue growth in local currency for Q3 2025. The Zacks Consensus Estimate suggests a 10.3% sales improvement for 2025 [17][18] - **Hecla Mining**: Achieved a 65.4% revenue increase and a 204.4% gross profit surge in Q3 2025. The Zacks Consensus Estimate indicates a 33.3% sales growth for 2025 [19][20] - **Safran**: Announced a partnership renewal with Polytechnique Montréal to support sustainable aviation technologies, with a projected 39.9% sales improvement for 2025 [21][22] - **Siemens Energy**: Focuses on renewable energy, particularly wind power, and is set to supply gas turbines to Xcel Energy, with a 21.2% sales growth forecast for fiscal 2026 [23][24]

Financial Performance - Great Elm Group (GEG) grew pro forma Fee-Paying Assets Under Management (FPAUM) by 10% year-over-year as of September 30, 2025[6] - Great Elm Group (GEG) grew pro forma Assets Under Management (AUM) by 7% year-over-year as of September 30, 2025, reaching $792 million[6, 33] - GECC raised approximately $28 million in gross proceeds through equity issuances[7] - GECC issued $57.5 million principal amount of its 7.75% Notes due December 31, 2030[7] - Monomoy BTS sold its second property for approximately $7.4 million, resulting in a gain of $0.5 million[7] Strategic Partnerships and Investments - Great Elm announced a strategic partnership with Kennedy Lewis Investment Management (KLIM), delivering up to $150 million in leverageable capital[6] - Woodstead Value Fund, L.P purchased 4.0 million shares of GEG at $2.25 per share, totaling $9 million[6] - GECC sold 1.3 million shares to an affiliate of Booker Smith at $11.65 per share for gross proceeds of $15 million[6] Capital Allocation - GEG's Board authorized an additional $5 million of stock repurchases, bringing the total stock repurchase program to $25 million[6] - As of November 11, 2025, GEG repurchased 5.6 million shares for $10.9 million at an average price of $1.93 per share[6]

CorpGov and  IPO Edge are pleased to provide complete video coverage of the fifth annual Palm Beach CorpGov Forum held on Nov. 5-6, featuring a two-day event with panels, firesides and networking receptions. The event comprised an array of speakers from the worlds of corporate governance, activism, IPOs, private equity and venture capital. The panelists discussed how AI could further optimize the underwritings and investment analysis in the real estate and real assets sectors, the importance of accurate d ...

Market Overview - US stocks opened positively, with the Dow up approximately 450 points (about 1%) and the S&P 500 up about 0.2%, while the NASDAQ showed a slight decline of around 0.2% [2][3] - The market is experiencing a mixed picture, with sectors such as energy and real estate declining, while financials and healthcare are leading gains [3][4] Government Shutdown - The House of Representatives is expected to vote on a funding bill to reopen the government after a record-long shutdown, with optimism about securing the necessary votes [5][8] - The Senate previously passed a deal to keep the government open until January 30, with some provisions affecting federal workers [9][10] Federal Reserve and Economic Data - The government shutdown has delayed the release of critical economic data, including October inflation and unemployment figures, which are essential for the Federal Reserve's decision-making [11][18] - The Fed is facing a challenging environment with divided opinions on how to proceed, particularly regarding inflation and labor market concerns [16][19] Circle's Financial Performance - Circle, a stablecoin issuer, reported strong quarterly results, with USDC in circulation growing by 108% and revenue increasing by 66% to $740 million [48][49] - Despite strong performance, investor concerns about falling interest rates are impacting Circle's stock price [47][52] AI Data Center Investments - There is significant concern regarding the rapid increase in spending on AI data centers, projected to reach $1 trillion by 2030, which is affecting the bond market [27][28] - Large tech companies are leading the issuance of bonds to fund these data centers, with many having strong balance sheets [30][31] Housing Market Trends - The average time to break even on home ownership has increased to 7 to 10 years nationally, with coastal cities like New York and San Francisco seeing break-even points of 15 to 20 years [80][81] - A significant portion of renters (59%) plan to continue renting, indicating a shift towards a lifestyle choice rather than a temporary step towards home ownership [76][92] Analyst Calls and Stock Movements - AMD's stock rose after outlining a path to significant earnings growth, prompting Wells Fargo to raise its price target to $345 [67] - Oaklo's stock received a boost following optimistic analyst ratings despite missing quarterly expectations [68] - Clearwater Analytics is considering a potential sale after receiving takeover interest, reflecting ongoing consolidation in the financial services sector [74]

One activist investor is avoiding the big Apple's office space market amid Zeron Mumdani's win. John Lit is the Landon Buildings founder and chief investment officer. He joins us here on set.Jonathan, great to have you with us. Um, it's not just New York City. It sounds like you don't have any position at all in office space.Why is that. >> Well, if you recall back in 20 we came on after the pandemic and said work from home is going to be a problem, >> right. >> And we said stay alive till 25.Now we're in 2 ...