Shares of Bridge Investment Group Holdings Inc. (BRDG) have gained 0.9% over the past four weeks to close the last trading session at $7.71, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $9.80 indicates a potential upside of 27.1%. The mean estimate comprises five short-term price targets with a standard deviation of $1.96. While the lowest estimate of $6.50 indicates a 15.7% ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Bridge Investment Group Holdings Inc. (BRDG) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be r ...

Bridge Investment Group Holdings Inc. (BRDG) closed the last trading session at $7.36, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $9.80 indicates a 33.2% upside potential.The mean estimate comprises five short-term price targets with a standard deviation of $1.96. While the lowest estimate of $6.50 indicates a 11.7% decline from the current price level, the most o ...

财务数据和关键指标变化 - 公司报告了GAAP净亏损约3680万美元,每股基本和摊薄收益分别为0.24美元和-0.05美元,主要由于非现金项目的变化 [5] - 可分配收益为3220万美元,每股税后为0.17美元,较上季度增长22% [6] - 经常性基金管理费收入同比增长17%,环比增长11%,反映了业务的稳定性 [33] 各条业务线数据和关键指标变化 - 公司在多个专业化领域如债务策略、工人和经济适用房、Newbury Partners二级市场、物流增值等方面取得进展,这些将成为2024年资本募集的重点 [17] - 公司在工业净租赁收入领域推出面向认可投资者的新产品,以吸引零售投资者群体 [18][19] 各个市场数据和关键指标变化 - 公司在中东、亚太、欧洲等地区进行了大量的投资者会议和沟通,并计划在今年覆盖大部分美国州份 [16] - 公司认为2024年是一个进入市场的良机,因为资产价格已经重置,交易活动有望恢复 [12][13][24] 公司战略和发展方向及行业竞争 - 公司专注于发展具有独特优势的专业化策略,如债务策略、工人和经济适用房、二级市场、物流等,并计划进一步扩大在这些领域的参与 [17][19][53][54][73] - 公司认为专业化和纵向整合是其优势,有助于在当前更具挑战的运营环境中取得出色业绩 [27][28][29] - 公司正在加强零售渠道的建设,以吸引更多个人投资者 [18][19][42][43] 管理层对经营环境和未来前景的评论 - 管理层认为利率上升周期接近尾声,资产价格已经重置,未来交易活动有望恢复,为公司带来投资机会 [12][13][22][23][24] - 公司在专业化领域如工人和经济适用房、物流等拥有独特优势,有望在未来取得良好表现 [27][28][29][53][54] - 公司看好未来几年房地产市场的供需格局,认为2025年后供给将趋紧,为公司带来良机 [66][67] 问答环节重要的提问和回答 问题1 **Ken Worthington 提问** 询问公司在零售渠道推出新产品的具体情况 [41][42] **Robert Morse 回答** 公司推出了一只面向认可投资者的工业净租赁收入产品,以吸引零售投资者群体,这是公司在零售渠道的新尝试 [42][43] 问题2 **Bill Katz 提问** 询问公司股价未能充分反映其价值的原因,以及管理层采取的措施 [55][56][57][58][59] **Robert Morse 回答** 公司认为其专业化策略和新业务拓展将带来增长,但需要等待交易活动恢复以体现价值,同时正采取措施提高交易量 [56][57][58][59] 问题3 **Adam Beatty 提问** 询问公司在零售渠道产品中提供的流动性特征 [79][80][81][82][83] **Robert Morse 回答** 公司新产品设有一定的锁定期,但同时投资于相对流动性较好的资产,以满足投资者的流动性需求 [80][81][82][83]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to Commission File Number: 001-40622 BRIDGE INVESTMENT GROUP HOLDINGS INC. (Exact name of registrant as specified in its charter) Delaware 82-2769085 (State or ot ...

st 1 QUARTER 2024 EARNINGS PRESENTATION May 8, 2024 1 Disclaimer The information contained herein does not constitute or form part of, and should not be construed as, an offer or invitation to subscribe for, underwrite or otherwise acquire, any securities of Bridge Investment Group Holdings Inc. (“Bridge” or the “Company”), Bridge Investment Group Holdings LLC (the “Operating Company”) or any affiliate of Bridge, or any fund or other investment vehicle managed by Bridge or an affiliate of Bridge. This prese ...

Bridge Investment Group Holdings Inc. (BRDG) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.25%. A quarter ago, it was expected that this company would post earnings of $0.18 per share when it actually produced earnings of $0.14, delivering a surprise of -22.22%.Over the last four ...

Hispanolistic Investment Thesis As Bridge Investment Group (NYSE:BRDG) nears all-time lows, I believe the stock is now a compelling buy due to its well-diversified alternative investments across many asset classes ranging from real estate, credit, and renewable energy. The company has proven to be a well-managed asset manager and can navigate economic and credit cycles skillfully while protecting their core assets. I believe Bridge Investment Group provides a safe haven for investors as they are more at ...

Bridge Investment Group Holdings Inc.业务拓展和慈善承诺 - Bridge Investment Group Holdings Inc.宣布扩大业务和慈善承诺[1] - Bridge to Opportunity计划包括三大支柱：教育、健康社区和财务健康[2] - Bridge承诺通过Bridge Community Enhancement Initiative（BCEI）在WFAH社区提供社会项目资助[3] - 与Entryway合作提供就业机会和住房支持[4] Bridge社区服务和发展 - BCEI资助42个社区中心提供健康、教育和就业服务[5] - Bridge通过Opportunity Zone开发活动推动社区复兴[6] - Bridge是PREA Foundation和Urban Alliance Property Management Pathway计划的创始捐赠者[7] - Bridge首席执行官Jonathan Slager表示Bridge致力于改善社区，提供住房和社会服务[8] Bridge投资管理业务 - Bridge是一家领先的另类投资管理公司，管理着约477亿美元的资产[10]

公司性质和治理结构 - 公司是一家“新兴增长型公司”，在IPO完成后的第五周年之前可能仍然是“新兴增长型公司”[118] - 公司可能会推迟采纳某些会计准则的时间，导致财务报表可能与其他公开公司的财务报表不可比[119] - 公司决定采取减少披露要求可能导致投资者认为公司的A类普通股不太吸引人，可能导致A类普通股的交易市场不活跃，股价更加波动[120] - 公司可能向股东支付股息，但支付股息的能力受到董事会的自由裁量权的限制，可能受到特拉华州法律的适用规定的限制[121] - 公司的章程规定特拉华州切斯特法院是某些股东诉讼事项的唯一和专属法院，可能限制股东与公司或公司的董事、高管、员工或股东之间的争议的有利司法论坛[122] 气候变化影响 - 气候变化可能会对公司资产产生负面影响，增加合规义务和成本，以及增加税收和费用[133] - 气候变化可能间接影响公司业务，如影响保险成本和供应链[134] - 公司面临越来越多关于气候变化和ESG投资影响的审查，可能限制公司的投资机会和影响资本筹集[135] 风险管理 - 公司主要面临市场风险，与其作为专业基金和定制账户的普通合伙人或投资经理的角色有关[251] - 公司现金存款中有一部分存放在带利息账户中，存在一定程度的利率风险[252] - 公司通过与信誉良好的金融机构限制交易对手来尽量减少信用和交易对手风险[253] - 公司没有在外国拥有重要资产或进行以美元以外货币进行的重大交易，因此汇率变动不会对公司的财务报表产生重大影响[254]