Brookfield Infrastructure Partners remains a compelling pick for steady income and potential mid-teens total returns, outperforming the S&P 500 since August. BIP's inflation-linked, contract-backed cash flows, diversified assets, and expanding data infrastructure underpin management's 8-9% medium-term annual FFO growth guidance. Recent catalysts include $2.3 billion in acquisitions and a robust Data segment, with ongoing annual deployment of up to $500 million.
Brookfield Renewable Partners is rated a 'Buy' as robust FFO growth, diversified assets, and a 5.3% yield support strong total return potential. BEP is seeing hydro segment recovery, nuclear expansion via Westinghouse, and large-scale battery storage deployments. Management guides for 10% annual FFO/unit growth, 5-9% distribution increases, and maintains a BBB+ balance sheet with $4.7B in liquidity.
CNBC's Leslie Picker sits down with Brookfield CEO Bruce Flatt to discuss the company's new partnership with the Qatar Investment Authority, its AI strategy, and more.
| Capital Markets Industry | Financials Sector | James Bruce Flatt CEO | NYSE Exchange | 11271J107 CUSIP |
| CA Country | 250,000 Employees | 16 Dec 2025 Last Dividend | 10 Oct 2025 Last Split | - IPO Date |
Brookfield Corporation, based in Toronto, Canada, and established in 1997, operates as a multifaceted alternative asset manager and REIT/Real Estate Investment Manager firm. The company stakes its reputation on a diverse portfolio that spans real estate, renewable power, infrastructure, venture capital, and private equity assets. Its investment strategy is built around managing a broad array of public and private investment products and services tailored for both institutional and retail clients. With a global footprint that includes North America, Europe, Australia, and the Asia-Pacific region, Brookfield Corporation invests in prominent, sizeable assets across various geographies and classes. Employing a dual investment approach, the firm deploys both its own capital and that of third parties, while maintaining a focus on sectors likely underpinned by tangible real assets.
Brookfield Corporation targets equity investments ranging from $2 million to $500 million, preferring to take both minority and majority stakes. It operates with a four-year investment horizon and a default 10-year term, which underscores its long-term commitment to portfolio companies and investment projects. The selection of companies often revolves around the principle of possessing underlying real assets, strategically positioning Brookfield to capitalize on industrial, materials, and energy sectors among others, with an emphasis on generating sustainable, long-term value for its clients.