Acquisitions And AUM GrowthAcquisitions of Paramount Group and Crestline are positioned to increase assets under management and enhance earnings potential in the asset management segment.
Commercial Real Estate StrategyAnalyst expects the company's deliberate expansion into commercial real estate through stakes in established managers and portfolios to drive recurring fee revenue and support a shift toward higher-margin asset management.
ValuationAnalyst finds the stock inexpensive on a sum-of-the-parts basis, with the mortgage-originator segment trading at a discount to peers after recent M&A activity in the industry.