Brookfield Asset Management Inc.
BAM-N
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About Brookfield Asset Management Inc. (BAM-N)
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In isolation BPY.UN-T is a great name. It trades at a large discount to NAV and pays a yield of 6%. He looks at other real estate stocks and he would favour owning the parent BAM-N. He prefers the parent as they collect fees from all the other entities. Now is a good time to own BPY.UN-T due to the discount to NAV and this lower interest rate environment. He would be cautious that they do hold a lot of retail shopping centres, which may require capital investment in the future.
In isolation BPY.UN-T is a great name. It trades at a large discount to NAV and pays a yield of 6%. He looks at other real estate stocks and he would favour owning the parent BAM-N. He prefers the parent as they collect fees from all the other entities. Now is a good time to own BPY.UN-T due to the discount to NAV and this lower interest rate environment. He would be cautious that they do hold a lot of retail shopping centres, which may require capital investment in the future.
Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.
Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.
She likes their private equity space. They have a number of arms of infrastructure. She has a number of companies that do similar things, which give the same kind of dynamics. Prefers a Tricon (TCN-T) or a KKR (KKR-N) instead. (See Top Picks.)
She likes their private equity space. They have a number of arms of infrastructure. She has a number of companies that do similar things, which give the same kind of dynamics. Prefers a Tricon (TCN-T) or a KKR (KKR-N) instead. (See Top Picks.)
Great company. Stock fell when a newspaper put out an article about their use of fair value, and how assets were valued. This is a fee generating machine with about $300 billion of capital that it generates. Also has its own invested capital. This is a good opportunity to be invested.
Great company. Stock fell when a newspaper put out an article about their use of fair value, and how assets were valued. This is a fee generating machine with about $300 billion of capital that it generates. Also has its own invested capital. This is a good opportunity to be invested.
Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.
Great company. Had a correction after a pretty nice move, but does appear to be on trend. There is a consolidation from May on which might not be too bad. If probably represents an okay entry point.
They get the management fees from their sub- companies, and they are planning to grow those companies at a dramatic rate. If they do, you are going to see a big, big move up over time. What is not being properly valued in the stock are the management fees and the carried interest. Wonderful business. Big, big backlog of projects.
They get the management fees from their sub- companies, and they are planning to grow those companies at a dramatic rate. If they do, you are going to see a big, big move up over time. What is not being properly valued in the stock are the management fees and the carried interest. Wonderful business. Big, big backlog of projects.
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