Brookfield Asset Management has agreed to buy Tritax EuroBox for 1.1 billion pounds ($1.44 billion), including debt, kicking off a possible takeover battle for the European logistics real estate firm.
Brookfield Infrastructure Partners offers consistent FFO growth, a low payout ratio, and aims for 6-9% annual distribution growth, making it ideal for passive income investors. BIP invests in global infrastructure assets, benefiting from digitalization and inflation-protected cash flows, ensuring long-term FFO growth and stable distributions. The Partnership's diversified portfolio includes critical energy assets, with a strong focus on data centers, utilities, transportation, and midstream segments.
Brookfield Corporation has delivered a 77% total return since my Buy rating in May 2023, driven by strong business growth and a favorable valuation. The company excels in managing "hard assets" like infrastructure, real estate, and power generation, benefiting from declining interest rates. Despite impressive returns, Brookfield's shares remain attractive due to a robust growth outlook and undemanding valuation.
LOS ANGELES, CA / ACCESSWIRE / October 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Brookfield Business Partners L.P. ("Brookfield" or "the Company") (NYSE:BBU) for violations of the securities laws.
Brookfield Renewable has secured most of its FFO growth through 2029, with significant visibility beyond 2030, driven by inflation-indexed contracts and re-contracting at higher prices. The company is rapidly expanding its renewable power capacity, expecting to add over 8 GW next year, translating to $70 million in incremental FFO. Brookfield Renewable minimizes share issuance by recycling assets, up-financing underleveraged assets, and using non-recourse debt, to invest in high-return projects, while maintaining a solid balance sheet.
Since the release of my initial bull thesis on Brookfield Renewable Partners in March this year, the investment has generated ~26% in total returns. As a result of this, the dividend yield has dropped by 100 basis points and, theoretically, one now has a legitimate ground to question whether the return potential is already exhausted. Looking at the Q2 2024 financials and considering the recent dynamics on the SOFR and energy demand front, I would argue that the case has become even more attractive.
LOS ANGELES, CA / ACCESSWIRE / October 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Brookfield Business Partners L.P. ("Brookfield" or "the Company") (NYSE:BBU) for violations of the securities laws.
Get paid to sit back and do nothing while this green energy stalwart powers your passive income stream.
Brookfield's diversified empire and strategic growth in sectors like renewable energy and private equity position it as a powerhouse, capable of delivering strong long-term capital gains and compounding growth. With nearly $1 trillion in AUM, Brookfield's focus on perpetual capital and secular growth allows it to outpace traditional asset managers, offering investors a unique blend of stability and long-term. While Brookfield's dividend may not attract income-focused investors, its 20% annual cash flow growth and undervalued assets make it an appealing pick for those seeking robust capital appreciation.
LOS ANGELES, CA / ACCESSWIRE / October 1, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Brookfield Business Partners L.P. ("Brookfield" or "the Company") (NYSE:BBU) for violations of the securities laws.
Brookfield Renewable Partners L.P. NYSE: BEP owns renewable energy facilities and green energy assets.
Brookfield Infrastructure Partners (BIP) is set to benefit from declining interest rates, attracting institutional and individual investors towards its income-generating assets. BIP's operational performance remains strong with a 10% increase in funds from operations, driven by growth in its transport segment. Despite recent gains, BIP shares are still attractively valued at 11x forward FFO, offering a 9% FFO yield and a 4.6% dividend yield.