Brookfield Property Partners

BPY.UN-T

TSE:BPY.UN

21.93
0.26 (1.20%)
Brookfield Property Partners is a global company which owns, operates and invests in commercial property. The majority of the company’s assets are located in North America, Europe, and Australia.
More at Wikipedia

Analysis and Opinions about BPY.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
March 3, 2021

Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.

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Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.

COMMENT
COMMENT
February 17, 2021

BAM has been a saviour with its takeover offer. For REITs, he zeros in on two areas: multi-residential and industrial. Look at IIP.UN. It's a pretty good place to park capital for the long term. Industrial REITs are still attractive, even with their bounce off the lows.

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BAM has been a saviour with its takeover offer. For REITs, he zeros in on two areas: multi-residential and industrial. Look at IIP.UN. It's a pretty good place to park capital for the long term. Industrial REITs are still attractive, even with their bounce off the lows.

HOLD
HOLD
February 3, 2021

Not just retail, there are offices and industrial. But it's getting tarred with the retail brush. BAM feels assets are mispriced. Bid may be sweetened. He's prepared to let go whatever the eventual offer price. Very unlikely to be another outside offer.

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Not just retail, there are offices and industrial. But it's getting tarred with the retail brush. BAM feels assets are mispriced. Bid may be sweetened. He's prepared to let go whatever the eventual offer price. Very unlikely to be another outside offer.

SELL
SELL
January 28, 2021

Subject of a takeover by parent. Do you wait for a better offer, or sell now? He'd sell. You could switch to BAM. Thinks highly of WPT Industrial REIT, which has more upside than BAM.

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Subject of a takeover by parent. Do you wait for a better offer, or sell now? He'd sell. You could switch to BAM. Thinks highly of WPT Industrial REIT, which has more upside than BAM.

COMMENT
COMMENT
January 12, 2021

Brookfield buying BPY He expects BAM to take it over and it's a good thing to keep BPY within Brookfield/BAM. The deal is accretive for BAM which he really likes. About BPY, you don't want to own these assets (offices, large retail) during this pandemic. Better to own apartments and industrials. BAM fell 5% on news of the takeover, but investors don't understand how accretive this deal is. BAM is a fantastic asset allocator; he wouldn't bet against them.

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Brookfield buying BPY He expects BAM to take it over and it's a good thing to keep BPY within Brookfield/BAM. The deal is accretive for BAM which he really likes. About BPY, you don't want to own these assets (offices, large retail) during this pandemic. Better to own apartments and industrials. BAM fell 5% on news of the takeover, but investors don't understand how accretive this deal is. BAM is a fantastic asset allocator; he wouldn't bet against them.

COMMENT
COMMENT
January 8, 2021

The 3 different Brookfield offer is destined to appeal to different segments of investors and the reason they own it. For opportunistic traders, there is the cash buyout. For long investors, they are offering BAM.A shares. For income investors, they are offering preferred shares that still offers some dividends, although it is not as high as BPY paid. The best option depends on who you are.

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The 3 different Brookfield offer is destined to appeal to different segments of investors and the reason they own it. For opportunistic traders, there is the cash buyout. For long investors, they are offering BAM.A shares. For income investors, they are offering preferred shares that still offers some dividends, although it is not as high as BPY paid. The best option depends on who you are.

COMMENT
COMMENT
January 7, 2021

Shares were undervalued. Skepticism because they have significant real estate exposure. The offer to go private will probably be supported by a majority of shareholders who want the cash. The smarter choice would be to accept the share exchange for BAM shares. Sit tight, as the offer might be sweetened.

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Shares were undervalued. Skepticism because they have significant real estate exposure. The offer to go private will probably be supported by a majority of shareholders who want the cash. The smarter choice would be to accept the share exchange for BAM shares. Sit tight, as the offer might be sweetened.

COMMENT
COMMENT
January 4, 2021
There is tremendous capacity in office space in major cities right now. Not sure when this will be fully priced in. Real estate is still a good investment in the long term. It is a great hedge to inflation. Short term there are challenges, especially for office space.
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There is tremendous capacity in office space in major cities right now. Not sure when this will be fully priced in. Real estate is still a good investment in the long term. It is a great hedge to inflation. Short term there are challenges, especially for office space.
HOLD
HOLD
January 4, 2021
He is pleased to see it is up today. There is a lot of concern around office real estate and the long term outlook. He thinks it is best to own the parent company.
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He is pleased to see it is up today. There is a lot of concern around office real estate and the long term outlook. He thinks it is best to own the parent company.
BUY
BUY
November 27, 2020
It's the only REIT he owns. It hold offices and malls. He bought more when this crashed earlier this year, because he expects people to return to work. He himself does and surveys indicate this. People want to return to offices and malls. They continue to payout and support their dividend.
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It's the only REIT he owns. It hold offices and malls. He bought more when this crashed earlier this year, because he expects people to return to work. He himself does and surveys indicate this. People want to return to offices and malls. They continue to payout and support their dividend.
COMMENT
COMMENT
November 12, 2020

You could own it if you want direct property exposure. She owns BAM instead, which owns 50-60% of BPY, as she likes the whole stable. Dividend should be safe. Going through a difficult time with retail. Will take a while to work through, but they'll do it. Commercial and retail properties are Class A, well located. Experienced management.

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You could own it if you want direct property exposure. She owns BAM instead, which owns 50-60% of BPY, as she likes the whole stable. Dividend should be safe. Going through a difficult time with retail. Will take a while to work through, but they'll do it. Commercial and retail properties are Class A, well located. Experienced management.

PARTIAL SELL
PARTIAL SELL
November 10, 2020

40% of their holdings are malls, which he avoids. Another 40% are in trophy office buildings globally. Both sectors are challenged with limited rent collection rates. The remaining 15% of their business is in opportunistic investing, of which they've done a great job here. Brookfield owns BPY, so the parent company can buy stock if BPY gets into trouble (when the share price falls). RBA just downgraded BPY, which he agrees with. More downside than upside here. Take profits. You can re-enter if Brookfield steps in later.

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40% of their holdings are malls, which he avoids. Another 40% are in trophy office buildings globally. Both sectors are challenged with limited rent collection rates. The remaining 15% of their business is in opportunistic investing, of which they've done a great job here. Brookfield owns BPY, so the parent company can buy stock if BPY gets into trouble (when the share price falls). RBA just downgraded BPY, which he agrees with. More downside than upside here. Take profits. You can re-enter if Brookfield steps in later.

DON'T BUY
DON'T BUY
October 13, 2020
Buy the pullback? It's probably fine, but he's squeasy about office space occupancy in downtown Toronto. He'd rather avoid stocks that are tied to downtown office real estate and play it safe. BPY are good operators with a strong balance sheet, though.
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Buy the pullback? It's probably fine, but he's squeasy about office space occupancy in downtown Toronto. He'd rather avoid stocks that are tied to downtown office real estate and play it safe. BPY are good operators with a strong balance sheet, though.
HOLD
HOLD
October 7, 2020
Tough place to be. They operate counter-cyclically. They'll use the pressure on the real estate side to make those counter-cyclical investments. That timing is hard to predict. Ultimately, if you hold 3-5 years, you'll be fine.
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Tough place to be. They operate counter-cyclically. They'll use the pressure on the real estate side to make those counter-cyclical investments. That timing is hard to predict. Ultimately, if you hold 3-5 years, you'll be fine.
DON'T BUY
DON'T BUY
September 29, 2020

Controlled by BAM, a great management team. BPY is a diversified REIT, mixing trophy office buildings, class-A regional, and opportunistic investments. Mall side suffers from unstable cash flow; rent collections are 20-40% and nowhere near where they should be. As we enter a second wave, this will be challenged in the retail side. On the office side, there are many question marks; BPY is exposed to Toronto, New York and London. The future value may not be as big as investors expect. He avoids this.

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Controlled by BAM, a great management team. BPY is a diversified REIT, mixing trophy office buildings, class-A regional, and opportunistic investments. Mall side suffers from unstable cash flow; rent collections are 20-40% and nowhere near where they should be. As we enter a second wave, this will be challenged in the retail side. On the office side, there are many question marks; BPY is exposed to Toronto, New York and London. The future value may not be as big as investors expect. He avoids this.

Showing 1 to 15 of 233 entries

Brookfield Property Partners(BPY.UN-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 8

Bearish - Sell Signals / Votes : 9

Total Signals / Votes : 23

Stockchase rating for Brookfield Property Partners is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Property Partners(BPY.UN-T) Frequently Asked Questions

What is Brookfield Property Partners stock symbol?

Brookfield Property Partners is a Canadian stock, trading under the symbol BPY.UN-T on the Toronto Stock Exchange (BPY.UN-CT). It is usually referred to as TSX:BPY.UN or BPY.UN-T

Is Brookfield Property Partners a buy or a sell?

In the last year, 23 stock analysts published opinions about BPY.UN-T. 6 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Property Partners.

Is Brookfield Property Partners a good investment or a top pick?

Brookfield Property Partners was recommended as a Top Pick by Darren Sissons on 2021-03-03. Read the latest stock experts ratings for Brookfield Property Partners.

Why is Brookfield Property Partners stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Brookfield Property Partners worth watching?

23 stock analysts on Stockchase covered Brookfield Property Partners In the last year. It is a trending stock that is worth watching.

What is Brookfield Property Partners stock price?

On 2021-03-05, Brookfield Property Partners (BPY.UN-T) stock closed at a price of $21.93.