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Sep 30, 2021

Bridge Q3 2021 Earnings Report

Reported strong financial results for Q3 2021, marked by record capital raising and deployment across investment verticals.

Key Takeaways

Bridge Investment Group Holdings Inc. reported strong Q3 2021 results, with total revenue of $92.2 million, investment income of $84.9 million, and net income of $58.0 million. The company raised a record $1.5 billion of equity commitments and deployed a record $1.3 billion in new investments.

Total revenue increased by 79% compared to the same period last year.

Investment income increased by 340% compared to the same period last year.

Net income increased by 113% year over year.

Distributable earnings increased by 185% year over year.

Total Revenue
$92.2M
Previous year: $51.4M
+79.5%
EPS
$0.41
Previous year: $1.25
-67.2%
Assets Under Management
$31.8B
Fee-Earning AUM
$12.1B
Dry Powder
$2.1B
Gross Profit
$55.9M
Previous year: $26.5M
+110.5%
Cash and Equivalents
$188M

Bridge

Bridge

Bridge Revenue by Segment

Forward Guidance

The future looks bright for continued growth in fee revenue, with $2.1 billion of dry powder and $302 million of unrealized performance fees.

Positive Outlook

  • Commercial real estate fundamentals continue to be healthy and are recovering in tandem with economic growth.
  • Bridge took advantage of attractive demand over the third quarter to raise a record $1.5 billion of equity commitments.
  • Bridge deployed a record $1.3 billion of equity in new investments.
  • Bridge accelerated the pace of investment realizations in the third quarter to take advantage of strong valuations, especially for multifamily assets.
  • With $2.1 billion of dry powder and $302 million of unrealized performance fees, the future looks bright for continued growth in fee revenue.