Brookfield Corporation (BN)
Brookfield Infrastructure Partners: Strong Global Infrastructure Play
Brookfield Infrastructure Partners offers global exposure to critical infrastructure assets, driving sustainable FFO and distribution growth for long-term passive income investors. The data center segment is a major growth catalyst, with AI-driven demand expected to more than double FFO in this area over the next few years. BIP boasts a secure 5% yield, underpinned by a conservative 52% payout ratio and consistent dividend increases, ensuring strong income safety.
Brookfield Infrastructure Partners: Safe 5%-Plus Yield With Potential For Excellent Returns
Brookfield Infrastructure Partners offers a resilient, high-yield investment, well-protected against macro risks like recession and geopolitical turmoil due to essential, fee-based assets. Recent results show strong underlying business growth, with funds from operations up 5% and double-digit growth in key segments when adjusted for currency and divestment effects. Despite a 15% share price increase since my last buy call, BIP remains attractively valued at just 10x FFO, with room for multiple expansion.
The Market Is Ignoring Brookfield Renewable's Hidden Value
Brookfield Renewable stands out in the clean energy sector with stable, growing cash flows from a diversified, global asset base. Long-term contracts, capital recycling, and inflation-indexed revenues underpin strong growth visibility and mid-teens return potential through the end of the decade. Shares trade at a reasonable 16x EV/EBITDA, justified by superior growth prospects, active management, and exposure to nuclear via Westinghouse.
Brookfield Infrastructure: A Good Long-Term Investment
Brookfield Infrastructure Partners offers a diversified, recession-resilient portfolio with stable cash flows and strong long-term growth prospects, especially in data and AI infrastructure. The company boasts a solid dividend yield of 5.2%, consistent dividend growth, and a sustainable payout ratio, making it attractive for income-focused investors. Despite recent earnings volatility, BIP's wide economic moat is underpinned by long-term contracts and high barriers to entry in its core infrastructure segments.
Brookfield Renewable: 8% Yielding Preferreds Become The Better Bet Again
We had suggested that BEP has become undervalued in our previous article. The stock has outperformed the broader market significantly since then. We go over the recent results, macro risks and tell you why we think the fixed income choices are better today.
Brookfield Property Partners' Preferred Yield Reflects Real Underlying Risk
BPYPP offers an enticing 11.11% yield, underpinned by Brookfield's global scale and sector diversification, but the high payout signals market skepticism. Brookfield is actively pivoting into private credit and resilient real estate sectors, yet faces structural revenue declines and ongoing office sector stress. Liquidity is being maintained by asset sales, but shrinking income and sub-1× interest coverage raise sustainability concerns for preferred distributions.
Brookfield Renewable Partners: Bears Are Coming To Their Senses, It's A Buy
BEP's valuation multiples remain depressed. Yet, the underlying cash flows just keep growing. Q1, 2025 was yet another proof of that.
Bill Ackman Loves Brookfield Asset Management, And So Do I
Yesterday, I met with Bill Ackman at Pershing Square in NYC. We discussed Brookfield Asset Management and other holdings. BAM's ample liquidity and a growing share of long-term/permanent capital support an A- credit rating from S&P on a stable outlook.
Brookfield Asset Management Uncovers Hidden Value From Infrastructure And AI
Brookfield Asset Management offers a unique capital-light model, delivering stable fee income, high margins, and exposure to global megatrends like AI, infrastructure, and energy transition. BAM's fee-related earnings and assets under management are growing rapidly, with strong dividend growth and a robust, long-term capital base that shields income from volatility. The current valuation is high but justified by predictable earnings, future performance fee potential, and limited downside risk; scenario analysis shows up to 40% upside.
Brookfield Asset Management plans $10 bln data centre for AI in Sweden
Brookfield Asset Management (BAM) plans to invest up to 95 billion Swedish crowns ($9.91 billion) to build a data centre for artificial intelligence in Sweden, the Canadian company said in a statement on Wednesday.
Brookfield Corporation: A Slight Premium For A Generational Compounder
Brookfield Corporation is a complex, global powerhouse in alternative asset management, and in our view, offers long-term investors exposure to a well-diversified, synergistic business model. The company's business segments reinforce each other, creating a unique, resilient structure that supports long-term, diversified investment appeal. Brookfield targets annualized shareholder returns of 15% or more, a goal supported by its strong historical performance over the past 30 years.
National Grid finalises $1.7bn sale of US renewables arm to Brookfield
National Grid PLC (LSE:NG.) told investors it has completed the sale of its US-based renewables business, National Grid Renewables, to Brookfield Asset Management.
