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LTC Properties: A Stable Yield Play With Hidden Risks
Seeking Alpha· 2025-07-24 14:31
The case for LTC Properties, Inc. (NYSE: LTC ) is quite limited, but stable. The upside in share prices has been historically capped. Skilled Nursing is a drag for operators and senior private pay housing demand does not show an immediateI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at ...
Top REIT and Lending Cannabis Stocks to Watch in July 2025
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-07-24 14:00
Best Ancillary Pot Stocks to Invest in July 2025 Amid Federal Legalization DelaysThe U.S. cannabis industry continues its rapid expansion. In 2025, the legal market is projected to reach nearly $45 billion. Its total economic impact may exceed $120 billion by year-end. Recreational cannabis is now legal in 24 states, while medical use is permitted in 40 states. Public support for legalization remains strong, with approval ratings near all-time highs. Additionally, major beverage companies are entering the c ...
Getty Realty (GTY) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:30
Getty Realty (GTY) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Good morning, and welcome to Getty Realty's Second Quarter twenty twenty five Earnings Call. This call is being recorded. After the presentation, there will be an opportunity to ask questions. Prior to starting the call, Joshua Dicker, Executive Vice President, General Counsel and Secretary of the company, will read a Safe Harbor statement and provide information about non GAAP financial measures. Please go ahead, Mr.Dicker.Speaker1T ...
X @Bloomberg
Bloomberg· 2025-07-24 13:02
HarbourVest Partners has hired an executive from BlackRock to boost its offerings for wealthy individuals, an area of increasing focus in the sector as some institutional investors pare their private equity holdings https://t.co/aTLREGjXuO ...
Annaly(NLY) - 2025 Q2 - Earnings Call Presentation
2025-07-24 13:00
Second Quarter 2025 Investor Presentation July 23, 2025 This presentation, other written or oral communications, and our public documents to which we refer contain or incorporate by reference certain forward-looking statements which are based on various assumptions (some of which are beyond our control) and may be identified by reference to a future period or periods or by the use of forward-looking terminology, such as "may," "will," "believe," "expect," "anticipate," "continue," "illustrative" or similar ...
ARMOUR Residential REIT(ARR) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
ARMOUR Residential REIT (ARR) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Good morning, and welcome to Armored Residential REIT's Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Scott Ulm.Please go ahead.Speaker1Good morning, and welcome to Armor Residential REIT's second quar ...
Lazard(LAZ) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
Lazard (LAZ) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0There are important factors that could cause our actual results, level of activity, performance, achievements or other events to differ materially from those expressed or implied by the forward looking statements, including, but not limited to, those factors discussed in the company's SEC filings, which you can access on our website. Lazard assumes no responsibility for the accuracy or completeness of these forward looking statements and a ...
X @Bloomberg
Bloomberg· 2025-07-24 12:35
Lazard’s chief executive officer welcomed private equity firms rolling back aggressive hiring of investment-banking analysts, but said he won’t implement transparency rules the way many large banks have done to discourage analysts from leaving https://t.co/pLLqAOV61I ...
Lazard(LAZ) - 2025 Q2 - Earnings Call Presentation
2025-07-24 12:00
Lazard's Business Overview - Lazard is an independent financial advisory and asset management firm[11] - Asset Management AUM reached $248 billion in 2Q25, with 63% in non-USD securities[19] - Financial Advisory had >200 clients in FY24 with fees >$1M[19] Financial Performance & Strategy - Lazard aims to double revenue by 2030 and achieve a 10-15% average annual total shareholder return (TSR)[31] - In 2024, Financial Advisory net revenue was $1731 million and Asset Management net revenue was $1100 million[161] - Lazard targets an $85 million annual revenue per MD in Financial Advisory by 2025, increasing to $10 million by 2028[34] Financial Metrics - Adjusted net revenue for 2024 was $2890 million[159] - The adjusted compensation ratio for 2024 was 659%[154] - The adjusted non-compensation ratio for 2024 was 199%[156]
International Public Partnerships Limited (INPP) Update / Briefing Transcript
2025-07-24 11:30
International Public Partnerships Limited (INPP) Update / Briefing July 24, 2025 06:30 AM ET Speaker0Good morning, and welcome to the International Public Partnerships Investor Update. Throughout this recorded update, investors will be in listen only mode. Questions are encouraged and could be submitted at any time by the Q and A tab situated in the right corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question received in the meeting ...