文章核心观点 - 投资基金KKR收购沃尔格林公司持有的BrightSpring Health Services公司11,619,998股普通股[1] - BrightSpring Health Services是一家提供家庭和社区为基础的健康服务的领先供应商[2] - KKR是一家领先的全球投资公司,提供另类资产管理、资本市场和保险解决方案[3] - 沃尔格林是一家综合性的医疗保健、药房和零售领导者,在美国、欧洲和拉丁美洲拥有约12,500家门店[4] 公司概况 BrightSpring Health Services - 提供家庭和社区为基础的药房和健康解决方案,服务复杂人群[2] - 通过药房、家庭健康护理和初级护理、康复和行为健康等服务线,为全美50个州的40万多客户、客户和患者提供全面的护理和临床解决方案[2] KKR - 是一家领先的全球投资公司,提供另类资产管理、资本市场和保险解决方案[3] - 旗下投资基金投资于私募股权、信贷和实际资产,并拥有管理对冲基金的战略合作伙伴[3] - 旗下保险子公司提供退休、人寿和再保险产品[3] Walgreens Boots Alliance - 是一家综合性的医疗保健、药房和零售领导者,在美国、欧洲和拉丁美洲拥有约12,500家门店[4] - 是一家值得信赖的全球创新型零售药房,在医疗保健生态系统中发挥关键作用[4] - 致力于重塑当地医疗保健和全民福祉,通过分发药物、提高各种健康服务的可及性、提供优质的健康和美容产品以及提供数字平台上的随时随地的便利性来实现[4]

MarsBars I last covered FS KKR Capital (NYSE:FSK) back in early March after the stock had dipped quite sharply. At the time, I asked and answered the question of whether it was worth buying the dip, and my conclusion was yes. Since then, the stock has returned 6.63% to shareholders, slightly outperforming the S&P 500, which delivered 5.48% over that period of time, thereby validating my buy call. In today's article, I am going to revisit the FSK thesis and compare it to the leading BDC sector blue chip, ...

SEI Investments Co. (SEIC) announced the integration of investment vehicles from KKR & Co. Inc. (KKR) into its platform. This will enhance users’ accessibility to private markets. The platform is used by registered investment advisors, broker-dealers and other clients.Rationale Behind SEIC’s Strategic MoveSEIC platform’s technology integrates electronic subscription documents, proprietary firm paperwork, custodian forms and e-signature capabilities to facilitate quick and accurate processing of alternative ...

Industry Trend for Increased Access to Alternatives Presents Growth Opportunity OAKS, Pa., Sept. 10, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that investment vehicles from KKR, a leading global investment firm, will be available on SEI's platform that provides registered investment advisors, broker-dealers, and their clients access to private markets investments. SEI's e-subscription technology is designed to provide increased access to alternative investments, greater processing efficiency, ...

文章核心观点 - 公司的优先股和普通股价格在过去几个月内已大幅回升 [1] - 公司的贷款组合主要由浮动利率贷款组成 99% 与Term SOFR挂钩 [13] - 公司的资产组合以多户型住宅和工业资产为主 占60% 相对抗风险 [12] 公司贷款组合概况 - 公司贷款组合总额为69.5亿美元 较上一季度下降 [2] - 公司新增贷款121百万美元 而偿还和出售417百万美元 [2] - 公司持有的房地产资产为3.36亿美元 主要为办公和生命科学物业 [4][6] - 公司的加权平均贷款到价值比为65% 加权平均风险评级为3.1 [10] 财务表现 - 公司分配的季度现金股息为每股0.25美元 年化股息率为8.2% [3] - 公司的可分配收益覆盖股息支付1.6倍 有助于提升流动性和账面价值 [3] - 公司的账面价值每股15.24美元 较上季度增加6美分 [3] 风险管理 - 公司持有的观察名单贷款仅剩1笔 本金1.94亿美元 [6][8] - 公司96%的贷款组合风险评级为3级或更好 加权平均贷款到价值比为65% [9][10] - 利率下降对公司的净利息收入有一定负面影响 但可通过贷款规模恢复来部分抵消 [14]

Buena Vista Images Introduction Investments in a mushroom grower, a massive Tokyo Skyscraper, a private debt deal, and a Japanese multi-billion private equity deal are just four examples of operations the private equity giant KKR & Co. Inc. (KKR) is engaged in — just last month! I found these four examples in a search on Bloomberg that took me less than 30 seconds. I could have listed many more deals, as private equity and credit are booming again, making KKR and some of its peers high-performers on the ...

文章核心观点 - 公司与KKR的合资企业规模进一步扩大,价值接近5亿美元 [1][3] - 公司还有超过10亿美元的资产出售和合资交易在洽谈中,预计大部分将在第三季度完成 [2] - 这些交易所得资金将用于股票回购和现有资本承诺 [2] - 公司的合资企业关系为其提供了当前市场环境下的资金来源,以及长期的增长资本 [3] 公司概况 - 公司是一家房地产投资信托基金(REIT),专注于拥有和运营主要位于大医院周边的医疗门诊楼宇 [4] - 公司通过收购和开发选择性地扩大其投资组合 [4] - 公司是第一家也是最大的专注于医疗门诊楼宇的REIT,其投资组合包括近675处物业,总面积约4000万平方英尺,集中在15个增长市场 [4]

DUBLIN, Ohio, Aug. 21, 2024 (GLOBE NEWSWIRE) -- reAlpha Tech Corp. (Nasdaq: AIRE) (“reAlpha” or the “Company”), a real estate technology company developing and commercializing artificial intelligence (“AI”) technologies, today announced the appointment of William Brent Miller as the Company’s Chief Financial Officer (“CFO”), effective as of August 19, 2024, replacing Michael J. Logozzo from his role as Interim Chief Financial Officer. Mr. Miller will assume responsibility for all financial and accounting fu ...

PM Images I love investing for income on one side of my portfolio, and business development corporations (BDC) are similar to REITs as they are designed to distribute at least 90% of their taxable income through dividends or distributions. BDCs are essential to business entities looking for capital as they provide an alternative route for funding to many small and medium-sized businesses that cannot meet their needs through the traditional banking system. I am invested in many BDC's. Some have a stretch ...

Paper Boat Creative/DigitalVision via Getty Images FS KKR Capital (NYSE:FSK) investors have endured significant market volatility over the past two weeks as the stock fell toward lows last seen in early May 2024. I assess that the market was unnerved by the anticipated decline in interest rates, which could affect the forward trajectory of its net investment income per share. In addition, the significant market selloff triggered by the unwinding of the yen carry trade also battered FSK, as investors like ...