BKFAF News and Press, Brookfield Asset Management Inc. - FR PRF PERPETUAL CAD 25 - Ser 2 Cls A From 08/11/21

Washington REIT recently announced that it was selling its office and retail portfolio in order to become a pure-play apartment REIT. Today, apartment REITs trade at much richer valuations when compared to diversified REITs, and therefore, this transformation could present an opportun...

Many investors are heavily invested in stocks and bonds. However, we are heading into an inflationary environment where yield is hard to find. Eventually, institutions will buy up all the hard assets, but there is still time to get in early on this undervalued sector. For fu...

I made 9 transactions during the month. Dividends were up 274.9% YoY. Forward dividend is now €620.15 ($734.19). For further details see: My Portfolio July Update - 8 Buys, 1 Sell

With stocks and bonds at historically high valuations and low yields, many investments are offering negative real returns. Lost decades are actually a regular historical occurrence, but many of today’s investors are not positioned accordingly. I discuss alternative assets a...

U.S. equity markets were mixed this week as disappointing "big tech" earnings and concerns over controversial COVID vaccine and mask mandates were offset by historically strong earnings results from domestic-focused companies. Retreating from the record-highs set last week, ...

The time to buy is when there's blood on the streets. Bruce Flatt is a legendary billionaire investor who has a history of buying distressed assets at bargain prices. Today, he's loading up on office buildings. It suggests that now could be the right time to consider some office R...

U.S. equity markets rebounded from an early-week dive as investors shrugged-off COVID concerns following a historically strong start to corporate earnings season and better-than-expected housing market data. "American Exceptionalism" was the theme as COVID concerns across internationa...

REITs seem to be pushing new all-time highs month after month. For how much longer can this keep going? We think a lot longer. While it's impossible to predict how REITs will perform in the short run, we expect most of them to trade at much higher prices over the coming years. ...

Blue Owl is a recently-formed company consisting of ownership interests in established asset managers WER knows well. The SPAC model created an efficient mechanism for the asset management business of Owl Rock and Dyal, which recently merged, to go public. Let's analyze how Blue O...

Most investors put their money to work in large and well-known companies. As a result, the valuation gap between small and large companies is today historically large in some sectors. We find good opportunities in REITs, MLPs, Utilities and Financials. Here, we present two of our ...