- BAM's value is estimated at about $49 per share based on its operating FFO and carry.
- The company's value grows consistently at 12% per year or slightly higher.
- The stock may be stuck at its current trading range for some time until its value catches up with its current price.
- The proposed spinoff of its Asset Manager is not supposed to change the company's value.
- Since the details of the spinoff are not known and BAM may or may not implement it, there is no reason for investors to act based on the spinoff announcement.
For further details see:
Brookfield Asset Management Beyond Company's Presentations