BPYU News and Press, Brookfield Property REIT Inc. From 11/28/20

Billionaire investor Bruce Flatt is heavily investing in the recovery of real estate and REITs investments. Many investors view this as reckless. They claim that malls and office buildings are dead, and that cap rates are too low. We disagree and believe that now is the best time ...

We want to forge a new path in offering economic news that’s relevant to our REIT world. “Recognizing that the world is constantly changing, we do our best to consider the future as well as the present." Q3 signaled a critical shift in the markets. For further ...

October was slightly cashflow negative. New positions in Lockheed Martin and General Dynamics were added. Taking a look at the communications sector watchlist. There are a lot of moving parts with ViacomCBS. For further details see: Motorhome Retirement: October Update -...

U.S. equity markets climbed to record-highs this past week on positive trial results for a COVID-19 vaccine, a potentially major breakthrough hailed as a "great day for science and humanity." Adding to its 7% post-election surge, the S&P 500 gained 2.3% this past week to...

The COVID-19 outbreak has had a significant impact on dividend stocks this year as several companies reduced or suspended their payouts to preserve cash. Two of the hardest-hit sectors were energy stocks and REITs . Investors remain worried about other ...

Pushed to the brink by the pandemic, Mall REITs entered 2020 on unstable footing following a tsunami of store closings over the past decade, and the forthcoming vaccines may be too-little-too-late. Despite improving rent collection and foot traffic, earnings reports revealed that...

October dividend income was down -34% from the previous quarter. Much of this was due to stock liquidations to buy a home, but it still stings. Five of our holdings announced dividend raises, and we received a combined $443.99 from 12 companies in October.  However, Energy Transf...

Overall, the business is doing fine, considering the dire circumstances. Balance sheet numbers already reflect impairments on retail assets and won't be harmed further even if some malls fail entirely. Distribution is rather safe despite the elevated payout ratio, but growth is no...

U.S. equity markets surged by the most since April on an election week rally fueled by the mounting prospects of a divided government after the "Blue Wave" failed to materialize. Rebounding from their worst week since March, the S&P 500 surged by 7.2% this past week while the Dow ...

We had a bullish take on Brookfield Property Partners when we last wrote on it. We examine the recent results in light of the stock price gaining 70% since then. We also examine the dividend safety and tell you why we are increasing our risk rating. We recommend going higher i...