GE Capital’s Divestments Could Impact N. American Financials: BMO

GE Capital’s Divestments Could Impact N. American Financials: BMO

General Electric’s announcement last week that it will drastically shrink GE Capital by divesting nearly $200 billion in assets will have some direct and indirect impacts on other financial firms across BMO’s North American Financial Universe.

Lana Chan and team at BMO Capital Markets in their April 10 research report titled: “GE Capital to Divest $200 Billion in Assets – Impact on North American Financials” states that certain U.S. regional banks could have an interest in segments of GE’s U.S. commercial loan portfolios.

GE Capital selling $200 billion in assets

As highlighted by ValueWalk, General Electric announced that it is selling most of its GE Capital assets to create a more valuable and simple company. It was also reported that Blackstone and Wells Fargo are acquiring a GE real estate portfolio valued at around $27 billion.

Qualivian Investment Partners July 2022 Performance Update

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The following graph captures GE’s planned asset dispositions:

GE’s substantially downsizing of its GE Capital unit over the nex