Waypoint capital advisors

Author: v | 2025-04-24

Waypoint Capital Advisors, LLC’s Post Waypoint Capital Advisors, LLC 67 followers Waypoint Capital Advisors LLC Sells 4,684 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)finnewslive.com Waypoint Capital Advisors, Schwab Asset Management Waypoint Capital Advisors LLC Raises Position in Broadcom Inc. (NASDAQ:AVGO) finnewslive.com Waypoint Capital Advisors, Broadcom

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Waypoint Capital Advisors LLC lifted its position in shares of Viasat, Inc. (NASDAQ:VSAT - Free Report) by 40.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 191,304 shares of the communications equipment provider's stock after buying an additional 55,000 shares during the period. Waypoint Capital Advisors LLC owned about 0.15% of Viasat worth $2,284,000 as of its most recent SEC filing.Viasat Drops 29%: Falling Knife or Moonshot Bargain?Other hedge funds also recently bought and sold shares of the company. Louisiana State Employees Retirement System boosted its position in Viasat by 1.6% during the second quarter. Louisiana State Employees Retirement System now owns 37,800 shares of the communications equipment provider's stock valued at $480,000 after buying an additional 600 shares during the period. Daiwa Securities Group Inc. increased its stake in Viasat by 4.2% in the 2nd quarter. Daiwa Securities Group Inc. now owns 16,455 shares of the communications equipment provider's stock worth $209,000 after purchasing an additional 667 shares during the period. Entropy Technologies LP increased its stake in Viasat by 5.7% in the 1st quarter. Entropy Technologies LP now owns 13,137 shares of the communications equipment provider's stock worth $238,000 after purchasing an additional 707 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of Viasat by 8.3% during the second quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,044 shares of the communications equipment provider's stock valued at $166,000 after purchasing an additional 997 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Viasat by 2.3% during the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 48,426 shares of the communications equipment provider's stock valued at $876,000 after purchasing an additional 1,078 shares during the period. Institutional investors own 86.05% of the company's stock. Insider Buying and SellingIn other Viasat news, insider Cpp Investment Board Private H sold 2,811,442 shares of the company's stock in a transaction dated Monday, August 12th. The shares were sold at an average price of $19.90, for a total value of $55,947,695.80. Following the sale, the insider now owns 8,545,334 shares in the company, valued at approximately $170,052,146.60. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 3.10% of the stock is owned by company insiders. Analyst Ratings ChangesA number of equities research analysts recently commented on the stock. StockNews.com lowered shares of Viasat from a "hold" rating to a "sell" rating in a report on Saturday, August 31st. Needham &

Waypoint Capital Advisors, LLC - LinkedIn

This is to get an updated illustration from the life insurance carrier based on current rates and assumptions. We can help with this and now would be a good time to complete a thorough review and determine whether any action should be taken to ensure what you have still meets your objectives and is managed as efficiently as possible.As you have come to understand, we love to spend time on cash flow planning. During our cash flow modeling reviews, you may have heard us use the phrase “garbage in, garbage out.” This just means the outputs from the analysis are only as good as the inputs and assumptions built into the model. We always pay attention to the inputs and do our best to “truth check” them against what we see from a portfolio cash flow perspective, but as inflation rises it will be important to revisit these inputs together and make any adjustments necessary.As always planning should start with your high-level goals and objectives in mind and we’re here to help your family stay on course! Please do not hesitate to reach out as you have questions or concerns related to your portfolio, planning, or anything else.Sincerely,Waypoint Capital Advisors(1) Based on a portfolio of 60% MSCI ACWI Index and 40% Bloomberg US Aggregate Bond Index, rebalanced monthly.

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Index', 'Barclays Euro Government Bond 15-30 Year Term Index', 'Barclays Euro Government Bond 5 Year Term Index', 'Barclays Euro Government Bond 5-7 yr Term Index', 'Barclays Euro Government Bond 10 Year Term Index', 'Barclays Euro Treasury Bond Index', 'Barclays Euro Government Inflation-Linked Bond Index', 'Barclays Finland Treasury Bond Index', 'Barclays France Treasury Bond Index', 'Barclays Germany Treasury Bond Index', 'Barclays Global Government AAA-AA Capped Bond Index', 'Barclays Global Aggregate Bond Index', 'Barclays Global Aggregate Corporate Index (EUR hedged)', 'Barclays Global Aggregate Corporate Bond Index', 'Barclays World Government Inflation-Linked Bond Index', 'Barclays Italy Treasury Bond Index', 'Barclays Netherlands Treasury Bond Index', 'Barclays EM Local Currency Govt Core 0-5 Index', 'Barclays Spain Treasury Bond Index' and 'Barclays US Aggregate Bond Index' are trademarks of Barclays Bank PLC and have been licensed for use for certain purposes by BlackRock Fund Advisors or its affiliates. iShares® is a registered trademark of BlackRock Fund Advisors or its affiliates.The Underlying Indices are maintained by Barclays Capital. Barclays Capital is not affiliated with the Funds, BFA, State Street, the Distributor or any of their respective affiliates.BFA has entered into a license agreement with the Index Provider to use the Underlying Indices. BFA, or its affiliates, sublicenses rights in the Underlying Indices to the Company at no charge.Copyright © 2014, Citigroup Index LLC. All rights reserved. CITIGROUP is a registered trademark and service mark of Citigroup Inc. or its affiliates, is used and registered throughout the world, and is used under license for certain purposes by BlackRock Advisors. Waypoint Capital Advisors, LLC’s Post Waypoint Capital Advisors, LLC 67 followers

WAYPOINT CAPITAL ADVISORS, LLC - WhaleWisdom.com

Corp., FDIC and troubled lending institutions. In assembling this portfolio, Starwood Capital focused on newer properties in fundamentally sound secondary markets, with the strategic view that the recovery would be both imminent and dramatic. In August 1993, the Starwood Capital funds contributed approximately 6,400 multifamily units to Sam Zell’s Equity Residential (NYSE: EQR) at its IPO. EQR went on to become the largest publicly traded apartment owner in the country, with Barry Sternlicht serving on its Board of Directors for several years. This transaction marked the first of numerous investments in which the Firm created leading real estate platforms or companies in order to enhance value for its investors.STARWOOD WAYPOINT RESIDENTIAL TRUSTConsistent with Starwood Capital’s longstanding approach of investing capital at attractive return levels relative to risk, the investment team identified an opportunity to buy, renovate and lease a large assemblage of single-family homes across the United States. Leveraging the efforts of Starwood Capital, affiliate Starwood Property Trust (NYSE: STWD) constructed a portfolio of over 7,000 single-family homes and distressed and nonperforming residential mortgage loans. The team built this portfolio using a network of local partners who managed the renovation and leasing of these homes and the resolution of the loans. Starwood Capital also used its real estate acumen to build scale in select geographic markets that the team believed had the greatest potential for long-term appreciation, and in which the team could buy homes at the largest discounts to replacement cost. The success of these efforts was reflected in the fact that the portfolio grew to almost $800 million, or 13% of Starwood Property Trust’s equity base. Once the team decided to spin off these assets, it scoured the country to find a best-in-class management team to build an industry-leading company. To that end, Starwood Capital acquired Waypoint Homes, a veteran of this newly institutional asset class. In 2014, Starwood Capital and Starwood Property Trust completed the spinoff of the single-family rental business and created Starwood Waypoint Residential Trust (NYSE: SWAY).In 2016, Starwood Waypoint merged with Colony American Homes, bringing together two industry pioneers and creating a portfolio of over 30,000 homes. In 2017 Starwood Waypoint Homes (NYSE: SFR) merged with Invitation Homes (NYSE: INVH) and the combined company is the largest publicly traded investor, owner and operator of single-family rental homes in the United States.ISTAR FINANCIAL, INC.In the mid-1990s, Starwood Capital recognized that the abundance of real estate capital, led by the growing REIT sector, was driving up pricing on traditional asset classes, and thus shifted its acquisition focus to mezzanine lending. After executing more than $1 billion in financings within a four-year period, the Firm capitalized on its sizable, well-seasoned portfolio and took the business public in 1998 by creating Starwood Financial, Inc. (NYSE: SFI). The Firm contributed the assets to a small, public REIT that it controlled and provided a dedicated management team to the entity. Barry Sternlicht became Chairman of the Board and several other executives of the Firm assumed Board seats. Starwood Capital subsequently

News and Notes - Waypoint Capital Advisors

Our advisors When you work with our advisors, you'll get a personalized financial strategy and investment portfolio built around your unique goals-backed by our industry-leading expertise. Expertise for Substantial Wealth Our Wealth Advisors & Wealth Partners leverage their experience and robust firm resources to deliver highly-personalized, comprehensive solutions across Banking, Lending, Investing, and Wealth Planning. For Companies and Institutions Commercial Banking From startups to legacy brands, you're making your mark. We're here to help. Institutional Investing Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services. Payments Your partner for commerce, receivables, cross-currency, working capital, blockchain, liquidity and more. Credit & Financing Prepare for future growth with customized loan services, succession planning and capital for business equipment. Investment Banking Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments. Private Bank A uniquely elevated private banking experience shaped around you. Wealth Management Whether you want to invest on you own or work with an advisor to design a personalized investment strategy, we have opportunities for every investor. 7 min read Key takeaways With the rise in digital commerce, customer expectations now demand greater convenience, security and new ways to pay. J.P. Morgan and Visa have strengthened the integrity of digital payments with an innovative approach: network tokenization. Network tokens help drive higher approval rates, mitigate fraud and optimize card-not-present experiences. In May 2023, the Census Bureau found that online sales in the U.S. had topped $1 trillion. In just two years, the estimated amount of remote payments transacted is expected to reach more than $5.6 trillion.1The downside? Card-not-present fraud is forecasted to rise to $54 billion by 2028.2Merchants must find ways to deliver personalized and

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