Sentences with phrase «same asset base»

Not exact matches

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

But they have many of the same valuable customer assets, like credit card numbers and e-mail addresses, just on a smaller scale,» says Adam Ely, co-founder and COO of San Francisco - based mobile data security vendor Bluebox Security.

Appetite for riskier assets such as stocks and high - yield bonds has been suppressed by a number of factors that have come up around the same time, but the headwinds may be transitory, according to the New York - based investment bank.

Based on our research, none of these asset classes are likely to produce the same type of double - digit returns that investors have enjoyed in recent years.

Upon closing of this offering, we will record $ million as an increase to the liabilities due to existing owners under certain of the TRAs, see «Notes to Unaudited Pro Forma Consolidated Balance Sheets,» and in the future we may record additional amounts as additional liabilities due to existing owners under the five TRAs, such amounts collectively representing our estimate of our requirement to pay approximately 85 % of the estimated realizable tax benefit resulting from (i) any existing tax attributes associated with interests in Desert Newco, LLC acquired in the Reorganization Transactions and the exchanges described above, the benefit of which is allocable to us as a result of the same, (ii) the increase in the tax basis of tangible and intangible assets of Desert Newco, LLC resulting from the exchanges as described above and (iii) certain other tax benefits related to entering into the TRAs, including tax benefits related to imputed interest and tax benefits attributable to payments under the

Fehr selected 10 equally weighted ETFs for his sample portfolio, an approach based on the view that the odds for each asset class are generally about the same most of the time.

An interesting fact about this trading approach is that a lot of financial institutions are basing their positions on the same pivot point and buying and selling large volumes, which has a direct impact on the price changes of the assets.

The downside is that the play money account is likely to be a mish - mash of unrelated investments, and it doesn't give you the opportunity to make an investment based on the idea that one part of an asset class is going to outperform another part of the same asset class.

Fundamentally my goals are the same, but the classes I've taken at HGSE and in the PSP program in particular have really challenged me to think about the ways in which we can design programming based on youth and community assets, and democratize learning in a way that is empowering for everyone.

Websites using the same algorithm - based asset management strategies employed by human financial advisers are the hot new thing in investing.

They're creating websites using the same algorithm - based asset management strategies employed by human financial advisers to provide a wide range of fully automated services at a fraction of the cost.

If you receive an asset as a gift, your basis is the same as the giver's was.

However, these same assets can also be traded in a way that traders can take positions based on the price differentials between the opening and closing price of the contract, without physical delivery of the asset.

But now that it's going head - to - head with XIC, the BMO fund can claim a competitive advantage: the two funds track the same index, with a similar asset base, and ZCN offers a significantly lower fee.

Risk is managed by utilizing broad - based options on those same asset classes.

Assuming you invest the same $ 1200 annually with a fee - based advisor, you will only pay about $ 16 in fees before any asset appreciation is included.

Especially if you invest the same amount into each asset class on a recurring basis, it might be surprising to peek at your portfolio and learn that your allocation percentages are way off.

There are alternative funds in the same asset classes with expense ratios of 25 basis points of better.

You could also do reproduction cost analysis to determine what kind of capital it would require for a competitor or entrant to acquire a similar asset base and achieve the same earnings power (read Value Investing: From Graham to Buffett and Beyond and The Rational Investor).

The power of compounding can make an investment grow much faster than would otherwise have been the case, and is obviously based on the assumption that interest or dividends are reinvested in the same asset... More compelling proof that the odds are stacked against the capital - growth - only brigade is gleaned from an analysis of the components of the total return figures.

My suspicion about the relatively small asset base is that this is a small cap fund, which if accepts too much money seases to be «small» so they close it at a certain level and start a new one under a different name but same management.

This one dynamic actively - managed asset allocation model uses exactly the same shell (and investment strategy), but the difference is the asset class weights are subject to change monthly based on market timing forecasts.

As of the end of the third quarter, the average fund in the same category as Pimco Total Return had more than one - third of assets in bonds with maturities of 20 years or more, according to data from Chicago - based research firm Morningstar Inc..

«tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

C. is the same calculation as B. but on a per share basis: the net current asset value per share ($ 3.03), which, when added to the non-current asset value per share ($ 0.11), gives the liquidating value per share ($ 3.15).

Playing with backtest portfolio calculator (based on asset classes, not ETFs, as these ETFs aren't old enough) confirmed that this would bring 30 - 80 % better final results for 30 - year periods or would allow to retire with the same amount of money after 25 years instead of 30.

Based on those emails, one of the most common portfolio - construction mistakes is the desire to hold the same asset allocation in each account (IRA, 401 (k), taxable, etc.), even if doing so results in higher costs, complexity, and taxes.

My conclusion was that TFG trades at a discount because of it's egregious fee structure a — i.e. if you have the same underlying risk on two bonds and someone «steals» 20 % of your coupon then that bond should naturally trade at a discount... I chose to invest in CIFU as it consistently pays out 50 % of all free cash as dividend and reinvests the other 50 % in similar asset and its running at much lower cost base and REALLY is a pure play (i.e. no Asset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspecasset and its running at much lower cost base and REALLY is a pure play (i.e. no Asset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspecAsset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspective.

Note that the fund's magnified exposure applies to losses as well as gains: Its net asset value should lose approximately twice the same amount, on a percentage basis, as any decrease in the daily performance of the index.

The remaining unitholders of record of converting advisor - class units as of the Conversion Date will receive a number of whole converted common class units of the same ETF with an aggregate net asset value («NAV») equal to the aggregate NAV of the units converted, based on their respective NAVs as of the Conversion Date (the «Conversion Ratio»).

The AP delivers a certain amount of underlying securities and receives the exact same value in ETF shares, priced based on their net asset value (NAV), not the market value at which the ETF happens to be trading.

These models are the same as the Fee - Based, No - load, and Load models when it comes to asset classes.

Note that if these assumptions were to increase, we would have to increase the assumptions in option 1 as they are based on the same underlying asset (i.e. the property market).

Not only could you replicate the advisor portfolio with low - cost index funds in terms of asset allocation and diversification, but you could also own many of those same advisor funds on a no - load basis if you really thought they were superior.

The second model assumes that in the long run all assets should have the same Sharpe ratio, and calculates expected returns based on the realized volatility of each asset.

SnapMap is the most interesting element of the online package because it's a level editor that lets people design their own content, though it is hamstringed by using the same systems and tools that govern multiplayer - players can only use two weapons at a time and the assets are mostly based on the multiplayer aesthetic.

I would also offer that the US appears to be going the same direction with the nationalization of companies and redistribution of their assets not based on actual Law or Contracts / Obligations.

Interactive Plan - a-Gift ™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help American Rivers at the same time.

The appellant does have a base of assets from which she can derive income but the same is also true of the respondent.

After determining that the wife was entitled to spousal support on the basis that she had contributed to the development of the substantial family assets, the Court returned its mind to the issue of matrimonial property and determined that section 9 (3)(a) and (j) of the Matrimonial Property Act granted Alberta courts the discretion to order periodic payments with respect to matrimonial property along the same lines as a maintenance support order.

According to Coinsquare, they store 98 percent of their assets in cold storage and their trading platform is based on the same technology as that used by the NYSE.

The $ 5.4 billion in distressed asset sales that occurred during the first half of 2015 represents about half the volume that traded hands during the same period even a year ago, and nearly a third of the levels that were occurring in 2011 and 2012, according to Real Capital Analytics (RCA), a New York City - based research firm.

«Sometimes they're partnering with both the out - of - money equity holder and the lender at the same time, in effect being the white knight, bridging the gap and bringing the new capital to bring the asset to market,» says Steve Coyle, chief investment officer of Global Realty Partners at New York - based Cohen & Steers.

The Houston, Texas - based firm, which operates 336 community and neighborhood shopping centers, as well as 78 industrial properties, posted FFO per share of $ 0.79, a 10 percent increase over the third quarter in 2006, and same - store NOI growth of 2 percent for its retail assets.

According to a fourth quarter report released by The Boulder Group, a Northbrook, Ill. - based real estate services firm specializing in single tenant properties, cap rates for the single tenant net lease sector increased or remained the same for all three asset classes during the fourth quarter.