UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Numbers: 001-38329 NEWMARK GROUP, INC. (Exact name of Registrant as specified in its charter) (State or other Jurisdiction of Incorporatio ...

Disclaimers Other Items | --- | --- | --- | --- | --- | |-----------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | Third Quarter Financial Results Presentation | | | | | | Newmark Group, Inc. (NMRK ) November 1, 2023 | | | | | | | | | | | Any outlook discussed in this document is valid only as of November 1, 2023, and assumes no additional share repurchases, material acquisitions, or meaningful changes in the company's stock price. Our expectations are subjec ...

财务数据和关键指标变化 - 总收入616.3百万美元,同比下降7.3% [15] - 投资销售和商业抵押贷款收入分别下降28.1%和28.8%,而整体市场下降超过50% [15] - 租赁收入下降7.6%,同比下降5%,优于整体市场15%-20%的下降 [7][15] - 管理服务、托管和其他收入增长14.1%,主要由于收购Gerald Eve和高毛利的托管业务增长以及GCS费用改善 [16] 各条业务线数据和关键指标变化 - 工业和零售租赁业务过去12个月增长45%,超过2019年疫情前水平 [7] - 办公楼租赁仍然面临挑战,除了优质的A类物业外 [7] - 公司的高毛利托管、资产管理和贷款服务业务持续增长 [6][8][9][10][11][12] 各个市场数据和关键指标变化 - 美国投资销售市场公司大幅超越市场19个百分点 [8] - 公司的总债务交易量也超过了整体市场 [9] - 美国商业和多户住宅抵押贷款中约1.2万亿美元可能出现问题,为公司的贷款销售业务带来巨大机遇 [9][10][11] 公司战略和发展方向及行业竞争 - 公司通过吸引、留住和培养行业最优秀的人才,在租赁和资本市场业务中持续获得市场份额增长 [6][10][12] - 公司的高毛利管理服务、托管和资产管理业务将持续强劲增长 [6][8][16] - 公司在资本市场业务方面预计将继续大幅超越同行 [12][13][22] - 公司的业务模式在各个周期中都证明是具有韧性和成功的 [13] 管理层对经营环境和未来前景的评论 - 公司认为已经触底,未来业绩将持续好转,但2024年增长可能有限 [35][36][38] - 公司有信心在未来几个季度继续大幅超越行业 [13][21][22] - 公司将通过进一步的成本节约措施,提升利润率和盈利能力 [17][18] 问答环节重要的提问和回答 问题1 **Alexander Goldfarb 提问** 询问第四季度业绩大幅超预期的原因,以及2024年展望 [25][26][27] **Mike Rispoli 回答** 公司业绩已触底,第四季度将继续大幅超越行业,但2024年增长可能有限 [26][35][36][38] 问题2 **Jade Rahmani 提问** 询问2024年展望,特别是资本市场和租赁业务 [34][35][36][37][38] **Barry Gosin 回答** 公司有信心在各个业务线持续大幅超越行业,2024年整体有望实现正增长 [35][36][38] 问题3 **Patrick O'Shaughnessy 提问** 询问Signature Bank资产组合交易对公司的影响 [41][42] **Barry Gosin 回答** 公司不会披露具体交易规模,但有信心持续保持市场份额领先 [42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Numbers: 001-38329 NEWMARK GROUP, INC. (Exact name of Registrant as specified in its charter) Delaware 81-4467492 (State or other Jurisdiction ...

Newmark Group, Inc. (NASDAQ:NMRK) Q2 2023 Earnings Conference Call July 28, 2023 10:00 AM ET Jason McGruder - Head of IR Barry Gosin - CEO Mike Rispoli - CFO Jason Sabshon - KBW Alexander Goldfarb - Piper Sandler Patrick O'Shaughnessy - Raymond James Good day, and welcome to the Newmark Second Quarter 2023 Earnings Call. Today's conference is being recorded. Thank you, operator, and good morning. Newmark issued its second quarter 2023 financial results press release and presentation this morning. Unless oth ...

Great. I wanted to ask on the low portfolio health side if you could talk to the magnitude of deal flow that you're seeing and maybe general comments around economics. I know that one of your prior competitors HFF broke out the commission rates on that business and I believe they're quite attractive higher than on the investment sales side and debt placement side. But clearly sporadic and I'm sure very large portfolios there would be caps in place on what the commission would look like and probably some kin ...

For additional information about the Earn-out and related monetization transactions (the "Nasdaq Forwards"), which were a component of GAAP other income for certain periods from the third quarter of 2017 through the first quarter of 2022, see the sections of the Company's most recent SEC filings on Form 10-Q or Form 10-K titled "Nasdaq Monetization Transactions" and "Exchangeable Preferred Partnership Units and Forward Contract", as well as any updates regarding these topics in subsequent SEC filings. Recen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Numbers: 001-38329 NEWMARK GROUP, INC. (Exact name of Registrant as specified in its charter) Delaware 81-4467492 (State or other Jurisdiction ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K FOR ANNUAL AND TRANSITION REPORTS PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ 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: 001-38329 NEWMARK GROUP, INC. ( ...

Newmark Group, Inc. (NASDAQ:NMRK) Q4 2022 Results Conference Call February 16, 2023 10:00 AM ET Jason McGruder - Head of Investor Relations Barry Gosin - Chief Execuive Officer Mike Rispoli - Chief Financial Officer Lou Alvarado - Chief Revenue Officer Jeff Day - Chief Strategy Officer Operator At this time, I???ll now turn the conference over to Jason McGruder, Head of Investor Relations. Mr. McGruder, you may now begin. We will be referring to our results on this call only on a non-GAAP basis, unless othe ...