Obbligazioni in dollari Keep Calm And Invest Preferred Shares Usa

  • Creatore Discussione Creatore Discussione Topgun1976
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Grazie mille dell'informazione, quindi era corretta la trattenuta al 15% fatta al 01/11/2021, giusto?
La distribuzione pagata al 01/11/2021 copre il trimestre che va dal 15/07/21 al 15/10/21, un investitore US troverà nel modulo fiscale K1 metà distribuzione trattata come MLP ( dal 15/07al 31/08) l’altra metà (dal 31/08 al 15/10 ) trattata come società corporate. Questa distinzione non può essere fatta per la distribuzione a un investitore no US per cui penso che il tipo di trattenuta sarà a discrezione dell’intermediario.
 
NEW YORK, Feb. 2, 2022 /PRNewswire/ -- iStar Inc. (STAR) announced today that it has signed a definitive agreement to sell a portfolio of its owned and managed net lease assets for a gross purchase price of $3.07 billion. The portfolio consists of 18.3 million square feet of institutional quality office, entertainment, and industrial properties located throughout the country.
The portfolio is being acquired by an affiliate of Carlyle's Global Credit platform. The transaction is expected to close in the first quarter of 2022, subject to customary closing conditions.
"The sale of our net lease portfolio is the culmination of a highly successful investment strategy for iStar and the result of the outstanding efforts of our net lease team, led by Barclay Jones and Catherine Tenney. We are pleased to sign an agreement that will recognize the value that we have built up over many years and that will enable the team to continue taking advantage of opportunities in the net lease space on behalf of Carlyle and its investors," said Jay Sugarman, Chairman and Chief Executive Officer. "For us, this sale continues the execution of our announced corporate strategy of simplifying our portfolio and focusing on the ground lease business, which we view as the next evolutionary wave in commercial real estate."
The Company estimates that it will recognize total net positive impacts to both net income and common equity of approximately $525 million and to adjusted common equity1 of approximately $250 million. After repayment of all associated mortgage debt and full repayment of its secured term loan, the Company estimates that it will receive net cash proceeds of approximately $1.1 billion.
 
NuStar Energy L.P. (NS) today announced solid fourth quarter and full-year 2021 results fueled by strong throughputs on its refined products and crude oil pipelines.
“Looking back over 2021, I am very proud of the progress we made toward achieving our strategic priorities, as well as the resilience and strength that our business has once again demonstrated this past year as the world continued to rebound from the ongoing challenges of the global pandemic,” said NuStar President and CEO Brad Barron.
“Last year, we promised to lower our leverage, fund all our spending from internally generated cash flows and promote NuStar’s commitment to Environmental, Social and Governance (ESG) excellence. And I’m pleased to report that we delivered on all three of those promises, and more.”
NuStar reported net income of $58 million for the fourth quarter of 2021, or $0.19 per unit, compared to net income of $16 million, or a $0.19 net loss per unit, for the fourth quarter of 2020. Results for the fourth quarter of 2021 include a $5 million gain from insurance proceeds to rebuild tanks at its Selby terminal. Excluding the effects of the gain, adjusted net income was $52 million for the fourth quarter of 2021, or $0.14 per unit, compared to adjusted net income of $50 million, or $0.13 per unit, for the fourth quarter of 2020.
 
Anche TRAVELCENTERS AMERICA 8% (TANNZ) senza ritenuta alla fonte.
Arrivata oggi la risposta di BgSaxo alla mia email (del 03/12/2021) che contestava la tassazione applicata alla cedola del titolo TravelCenters of America Inc. 8.00% US8941743093.


Gentile Sig. ------,


le precisiamo quanto segue.

Sul dividendo del titolo TravelCenters of America Inc. 8.00%,l’applicazione della tassazione al 15% è corretta in quanto titoli Preferred e in quanto comunicatoci dalla depositaria.

I titoli Preferred sono strumenti ibridi tra Azioni ordinarie e titoli a reddito fisso e sono soggetti a tale tassazione.


Cordialmente

Team BG SAXO

BG SAXO SIM S.p.A. | Via Privata Giovanni Ventura 5 | 20134 Milano – Italia
 
Un passo avanti. Alla mia prima contestazione hanno risposto che le preferred erano opzioni.

Buongiorno Peco, immagino che tutti riceveremo una risposta analoga per Sachem, QVC o quant'altro.
Cosa possiamo fare? Gli I. R. degli emittenti potrebbero aiutarci?
 
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Un passo avanti. Alla mia prima contestazione hanno risposto che le preferred erano opzioni.

Buongiorno Peco, immagino che tutti riceveremo una risposta analoga per Sachem, QVC o quant'altro.
Cosa possiamo fare? Gli I. R. degli emittenti potrebbero aiutarci?

Non basta inviargli i prospetti?
 

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