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Brookfield Infrastructure Offers Real Assets And Real Opportunity
Seeking Alpha· 2025-06-24 15:01
Brookfield Infrastructure Partners L.P. (NYSE: BIP ) doesn’t grab headlines like Nvidia or Tesla. But for investors looking for income, stable growth, and inflation protection, it quietly stands out. BIP owns and operates toll roads, pipelines, utilities, and data centers around the world. These assetsI'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to ...
BlackRock's Larry Fink Says "Buy Infrastructure:" Here's How to Do That and Collect a 6% Yield
The Motley Fool· 2025-04-26 18:51
Group 1: Portfolio Strategy - Larry Fink, CEO of BlackRock, suggests replacing the traditional 60/40 portfolio model with a 50/30/20 model, allocating 20% to infrastructure and real estate [1][5] - The 60/40 model has been a reliable choice for small investors, but Fink believes it is outdated due to the emergence of new asset classes [2][5] Group 2: Infrastructure Investment - Infrastructure includes large physical assets that provide reliable cash flows, such as utilities, toll roads, and energy pipelines [6] - Brookfield Infrastructure is highlighted as a leading company in the infrastructure sector, offering a 6% distribution yield for its partnership share class and a 4.8% yield for its corporate share class [7][9] Group 3: Brookfield Infrastructure Overview - Brookfield Infrastructure has a diversified portfolio with 26% of funds from operations (FFO) in utility assets, 41% in transportation, 21% in oil & gas pipelines, and 12% in data [9] - The company is managed by Brookfield Asset Management, operating similarly to a private equity firm by acquiring undervalued assets, upgrading them, and reinvesting proceeds [10] Group 4: Investment Appeal - Brookfield Infrastructure is positioned as an attractive investment option, providing high yield, regular distribution growth, and global diversification, making it suitable for income-focused portfolios [11]