Leverage

Plain-English definition

The use of debt to finance assets alongside equity.

Why it matters

Borrowing can amplify both gains and losses and creates interest and repayment obligations.

Example

A hypothetical company funds $150 of assets with $50 debt and $100 equity. A $15 asset loss reduces equity to $85 if debt is unchanged.

How income investors use it

State the ratio definition and distinguish a company's borrowing from an investor's brokerage margin. REIT and BDC structures require context.

This material is general education, not individualized investment, tax, or legal advice.