Workflow
Brookfield Asset Management .(BAM)
icon
Search documents
百亿美元豪赌美国住房:布鲁克菲尔德(BAM.US)拟购Yes! Communities,加码经济适用房市场
Zhi Tong Cai Jing· 2025-09-15 00:17
房地产战略 布鲁克菲尔德一直加大房地产领域活动力度,指出资本市场情绪改善且流动性增强。自2024年初以来, 该公司已向住宅房地产投资超100亿美元,其中大部分位于美国。其还从租金上涨中获利,近期以16亿 美元出售移动房屋组合。 这家管理着约1万亿美元资产的加拿大投资巨头已进行数月谈判。尽管消息人士称谈判取得进展,但目 前尚未签署协议,交易仍可能失败。 布鲁克菲尔德与GIC均拒绝置评,Yes!未回应媒体的问询。 押注经济适用房 收购Yes!将是布鲁克菲尔德对美国住宅房地产市场的最大进军之一,也在部分指标显示经济增长放缓之 际彰显其对美国经济的信心。该交易还将深化布鲁克菲尔德在经济适用房市场的布局——该领域因供应 短缺预计未来几年租金将持续上涨。 总部位于丹佛的Yes!在中西部和东南部运营约300个社区,拥有数万个工厂预制住宅。这些房产是经济 适用房的重要来源,尤其在借贷成本高企抑制独栋住宅和公寓新建的背景下更显珍贵。 据知情人士透露,布鲁克菲尔德资产管理公司(BAM.US)正与新加坡主权财富基金GIC进行深入谈判, 拟以超100亿美元估值收购其旗下预制房屋运营商Yes!Communities。若交易达成,这将成 ...
Brookfield is said to eye $10B deal for U.S. manufactured home operator (BAM:NYSE)
Seeking Alpha· 2025-09-14 12:20
Core Viewpoint - Brookfield Asset Management is in advanced discussions to acquire Yes! Communities from GIC for over $10 billion [2] Group 1: Transaction Details - The acquisition involves Yes! Communities, a U.S. operator of manufactured homes [2] - The deal is valued at more than $10 billion [2] Group 2: Stakeholders - The seller is Singapore's sovereign wealth fund GIC [2] - The buyer is Brookfield Asset Management, a prominent investment firm [2]
Piper Sandler Cuts Brookfield Asset Management Price Target To $60, Keeps Neutral Rating
Financial Modeling Prep· 2025-09-11 18:46
Group 1 - Piper Sandler lowered its price target on Brookfield Asset Management to $60 from $65 while maintaining a Neutral rating [1] - Brookfield hosted its investor day in New York City, highlighting plans to double assets under management (AUM) and earnings by 2030 [2] - Analysts identified digital infrastructure and retirement accounts such as 401(k)s as long-term growth drivers for Brookfield [2] Group 2 - Piper Sandler reduced its target price multiple to approximately 30x 2026 estimated adjusted EPS from approximately 32.5x previously, indicating recent multiple compression among peers [3]
Brookfield Residential CEO Adrian Foley: A CHIPS Act equivalent for housing is 'brilliant move'
Youtube· 2025-09-11 15:54
Street's pricing in a 100% chance of a rate cut next week. What will an easier policy stance by the Fed mean for the real estate market. Our Diana Ola joins us this morning from Ivy Zelman's annual housing summit where she's joined by Adrienne Foley, the CEO of Brookfield Residential.Hey Diana. Hey Carl, thanks so much. And Adrian, thanks so much for joining us.This is really such an important time right now. Obviously, we're looking at a potential rate cut next week priced in. That's all anyone's talking a ...
Partners Value Split Corp. Announces Completion of US$100,000,000 Public Offering of Class AA Preferred Shares, Series 16
Globenewswire· 2025-09-11 13:26
Core Points - Partners Value Split Corp. completed an offering of 4,000,000 Class AA Preferred Shares, Series 16, raising gross proceeds of US$100,000,000 at an offering price of US$25.00 per share [1] - The Series 16 Preferred Shares offer a 5.40% annualized yield and have a final maturity date of March 31, 2032 [1] - The net proceeds from the offering will be used for distributions to holders of the Company's capital shares [2] - The Company owns approximately 120 million Class A Limited Voting Shares of Brookfield Corporation and 30 million Class A Limited Voting Shares of Brookfield Asset Management Ltd., which are expected to yield sufficient dividends to cover the preferred shares' dividends [3] - Brookfield Corporation operates in alternative asset management, wealth solutions, and various operating businesses including renewable power and real estate [4] - Brookfield Asset Management Ltd. manages over US$1 trillion in assets across multiple sectors, providing a range of alternative investment products [5]
Brookfield Asset Management Ltd. (BAM:CA) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-11 12:54
PresentationJason Fooks All right. Good afternoon, everyone, and welcome to Brookfield Asset Management's 2025 Investor Day. On behalf of our entire senior management team, thank you for joining us here in person in New York and virtually through our webcast. We appreciate your continued interest and partnership. We've planned a terrific agenda today for you. First, Connor Teskey, our President, will begin by discussing our strategic priorities, priorities that underpin our success and they are driving sust ...
掘金万亿赛道!布鲁克菲尔德资管(BAM.US)进军AI基础设施投资领域
Zhi Tong Cai Jing· 2025-09-11 03:13
Group 1 - Brookfield Asset Management (BAM.US) has successfully attracted investors for its new artificial intelligence infrastructure strategy, aiming to capitalize on opportunities valued in the trillions of dollars [1] - The company plans to launch the "Brookfield AI Infrastructure Fund" in the fall, focusing on the development of AI infrastructure due to the surge in data center construction [1][2] - CEO Bruce Flatt emphasized the vast and expanding scale of global AI infrastructure, stating that public sector involvement is crucial for the development and application of AI [1] Group 2 - Brookfield has invested billions in the AI sector, including approximately $10 billion in Sweden for an AI center and a commitment of about $20 billion in France for data centers and other AI infrastructure [2] - The new strategy aims to build super factories for large enterprises in the AI field globally, providing long-term funding support for this growth trend [2] - Strong client demand is expected to sustain momentum in the market, with a notable recovery in real estate fundamentals and capital markets fully reopening by 2025 [3]
Brookfield Asset Management (NYSE:BAM) 2025 Investor Day Transcript
2025-09-10 18:02
Brookfield Asset Management (NYSE:BAM) 2025 Investor Day September 10, 2025 01:00 PM ET Company ParticipantsJason Fooks - Managing Director and Head of Public Investor RelationsSikander Rashid - Global Head of AI InfrastructureHadley Peer Marshall - CFOBrian Kingston - Executive Chair, Real EstateChloe Berry - Portfolio Manager and Head of Infrastructure Income StrategyStephanie Ma - Company RepresentativeConnor Teskey - PresidentBart Dziarski - Company RepresentativeCherilyn Radbourne - Company Representat ...
Brookfield Asset Management: Buy Now For Compounding Passive Income
Seeking Alpha· 2025-09-09 11:30
Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also th ...
Brookfield Asset Management's Positive Rating and Senior Notes Offering
Financial Modeling Prep· 2025-09-05 06:05
Brookfield Asset Management (NYSE:BAM) is a global alternative asset manager with a focus on real estate, renewable power, infrastructure, and private equity. On September 4, 2025, Empire Asset Management adjusted its rating of BAM to Positive, despite the action being labeled as a downgrade. At the time, BAM's stock was priced at $58.02.Brookfield recently announced a public offering of $750 million in senior notes due in 2055, with an interest rate of 6.077% per annum. The proceeds will be used for genera ...