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收购公告 - Rithm Capital宣布收购Paramount Group Inc [2] - 收购事项通过电话会议形式进行公告 [1] 参会人员 - Rithm Capital董事长兼首席执行官Michael Nierenberg参与会议 [2] - 首席财务官Nick Santoro及GreenBarn投资集团合伙人共同参会 [2] 参考资料 - 投资者演示材料已发布于公司官网www rithmcap com [3] - 建议参会者下载演示材料以获取详细信息 [3] 声明事项 - 部分陈述涉及前瞻性声明 实际结果可能存在重大差异 [4] - 提醒投资者查阅SEC备案的年度及季度报告中风险因素 [4]

股价表现与估值 - 自强烈买入评级以来 Oscar Health股价上涨21% 显著超越标普500指数4%的涨幅 [1] - 公司估值倍数仅为约0.45倍营收 远低于同行3.19倍的平均水平 [1] - 当前估值水平仍显示公司存在可观上行空间 [1] 投资策略框架 - 投资聚焦于具备2-3倍上行潜力的不对称机会 通过市场非效率性和逆向洞察实现长期复利最大化 [1] - 采用4-5年投资周期以规避短期波动 强调资本保全与智能资产配置 [1] - 投资组合构建采用核心仓位(50-70%)、成长型押注(20-40%)和投机性配置(5-10%)的三层结构 [1] 公司分析维度 - 领导力与管理层需具备业务规模化经验 注重资本配置效率及内部人持股 alignment [1] - 市场竞争地位取决于技术护城河、先发优势及高增长行业的渗透能力 [1] - 财务健康度评估强调可持续营收增长、现金流效率及避免过度股权稀释 [1] - 估值分析采用营收倍数对标同行及DCF模型 结合机构持仓和市场情绪研判 [1]

MILWAUKEE--(BUSINESS WIRE)--The Ademi Firm is investigating Paramount (NYSE: PGRE) for possible breaches of fiduciary duty and other violations of law in its transaction with a Rithm Capital. Click here to learn how to join our investigation and obtain additional information or contact us at gademi@ademilaw.com or toll-free: 866-264-3995. There is no cost or obligation to you. Shareholders of Paramount will receive $6.60 per fully diluted share in an all-cash transaction valued at approximately. ...

收购与资产管理 - Rithm Capital计划以约16亿美元现金收购Paramount Group, Inc.，每股稀释后价值为6.60美元[7] - Rithm预计在交易完成时将拥有25亿至30亿美元的可用现金和流动性[7] - Rithm计划通过收购Paramount来扩展其资产管理平台，增加第三方资本，生成相关费用收入[9] - Rithm的资产管理平台涵盖多种资产类别，投资资产总额约为1000亿美元[11][13] - Rithm在收购Paramount后，预计将进一步多样化收入来源，增加Class A办公物业的投资组合[9] - Rithm的收购预计将加速其核心投资垂直领域的增长，并扩展资产管理能力[9] - Rithm计划在2025年第四季度末完成交易，需获得Paramount股东的批准[7][8] Paramount的资产与市场表现 - Paramount的资产组合包括13个自有和4个管理的高质量办公资产，总面积超过1310万平方英尺，截至2025年6月30日，85.4%已出租[7][16] - Paramount的年均租金为每平方英尺90美元，平均租赁期限为7.1年[16] - Paramount在纽约市和旧金山拥有、运营和管理高质量的A级办公物业[20] - Paramount的纽约市办公组合总面积为870万平方英尺，租赁率为88.1%[39] - Paramount的旧金山办公组合总面积为360万平方英尺，租赁率为75.1%[43] - Paramount在旧金山的物业在2025年第二季度租赁了超过19万平方英尺，初始租金加权平均为每平方英尺93.07美元[42] - Paramount的物业大部分租约在2029年后到期，租户信用评级强[38] 市场趋势与展望 - Rithm认为当前房地产市场价值比疫情前低约40%，并且接近25-30%的替代成本[9] - 美国商业房地产市场的潜在价值约为20万亿美元[21] - 办公市场的租赁活动在2025年第二季度达到700万平方英尺，比五年季度平均水平高出33%[27] - 2025年第一季度美国办公租赁量同比增长15%，但仍低于疫情前水平的10-20%[27] - 办公价值在2024年触底后正在回升[27]

Alternative asset manager Rithm Capital (NYSE:RITM) announced on Wednesday a definitive agreement to acquire the REIT Paramount Group (NYSE:PGRE) for ~$1.6B. RITM shares were +0.66% pre-market to $12.15, while PGRE was down 11.50% to $6.54. Yesterday, Paramount Group was gaining after ...

Global asset management company Rithm Capital on Wednesday said it had agreed to acquire real estate investment trust Paramount Group for $1.6 billion in cash. ...

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. ("Rithm†or "Rithm Capital†), a global alternative asset manager, announced today that it has entered into a definitive agreement to acquire Paramount Group, Inc. (NYSE: PGRE) ("Paramount†or the "Company†), a vertically-integrated real estate investment trust that owns, operates, manages, and redevelops Class A office properties in New York City and San Francisco, for total cash consideration to Paramount shareholders of approximately $1.6 billion. ...

Warner Bros. Discovery and Paramount Skydance shares fell amid worries about whether a potential deal could materialize. Aleksander Kalka / NurPhoto / Getty Images Close Key Takeaways Shares of oil producers gained ground, boosted by an uptick in commodity prices, while a rally ran out of steam for two entertainment giants at the center of reports about a potential takeover bid. The S&P 500 slipped 0.1%, retreating from record levels ahead of the Federal Reserve's decision on interest rates expected tomorro ...

Paramount Group (NYSE:PGRE) rose 2% after a report that Rithm Capital is near an agreement to buy the Manhattan and San Francisco office landlord. Paramount (NYSE:PGRE) was involved in a sales process that included Blackstone (BX), SL ...