财务数据和关键指标变化 - 分配收益(DE)在本季度为11亿美元,同比增长11%,过去12个月为44亿美元 [7][10] - 总分配收益在本季度为21亿美元,同比增长80% [7] - 资产管理业务分配收益为6.36亿美元,过去12个月为25亿美元 [10] - 财富解决方案业务分配收益为2.92亿美元,过去12个月为10亿美元 [11][13] - 运营业务分配收益为3.71亿美元,过去12个月为15亿美元 [13] 各条业务线数据和关键指标变化 - 资产管理业务:管理资产规模达1万亿美元,收费资本为5140亿美元,同比增长17% [10] - 财富解决方案业务:保险资产规模超过1100亿美元,收益率从1.5%提升至2% [11][12][13] - 运营业务:可再生能源和基础设施业务营运现金流增长7%,私募股权业务同店营运现金流增长17%,房地产业务同店净运营收入增长3% [13][14] 各个市场数据和关键指标变化 - 在韩国签约租赁近67万平方米,在多伦多、纽约签约超过40万平方米,在伦敦和德国签约超过40万平方米 [14] - 零售业务出租率维持在95%的高水平 [14] - 在澳大利亚、法国和北欧收购了Neoen,这是一家领先的可再生能源平台 [14] 公司战略和发展方向及行业竞争 - 公司投资于全球经济的支柱,50%以上的资产在20年前还不存在 [8][9] - 公司在人工智能革命的中心,是全球最大的可再生能源和数据中心开发商,正在大幅扩大规模以满足客户需求 [9] - 公司通过收购多家可再生能源和数据中心业务来扩大自身实力 [9] - 公司与微软达成协议,并通过Westinghouse业务取得了巨大优势 [9] 管理层对经营环境和未来前景的评论 - 通胀正在降温,利率开始下降,风险偏好正在回升,为公司提供良好的经营环境 [7] - 预计未来交易活动将有所增加,为公司带来更多变现和收益机会 [15][44] - 公司保持稳健的资产负债表和充足的流动性,为未来发展提供支持 [15] 其他重要信息 - 公司已完成超过75亿美元的债务融资,并实现了150亿美元的资产变现 [7][16] - 公司已回购8亿美元的股票,为每股增值0.55美元 [17][18] - 公司将继续进行股票回购以提升每股价值 [18]

Investors bought the beaten-down infrastructure stock ahead of earnings.Brookfield Infrastructure Partners (BIP -1.53%) stock may have shed nearly 13% value in the first six months of 2024, but it took just one month to reverse all of those losses and some. Units of the master limited partnership rallied 15.1% in July, according to data provided by S&P Global Market Intelligence. Shares of Brookfield Infrastructure Corporation (BIPC -0.19%) gained 15.6% last month.The infrastructure stock appeared ripe for ...

Assets Under Management Now Approximately $1 Trillion $68 Billion of Capital Raised in the Quarter Annualized FRE and DE Grew 11% and 12% to $2.5 Billion and $2.4 Billion BROOKFIELD, NEWS, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) today announced financial results for the quarter ended June 30, 2024. Connor Teskey, President of Brookfield Asset Management stated, “We had another strong quarter, which included $68 billion of capital raised. There is strong momen ...

JamesBreyA major market rotation is going on right now with investors shifting capital from overvalued tech, crypto, and other names that have been booming in recent years to defensive businesses that should hold up well during a recession and benefit from interest rate cuts. We have been positioning our portfolio over the past year in anticipation of this market reversal and - while we were probably a bit early - today we are reaping the benefits of it while still having outperformed the market in rece ...

All dollar references are in U.S. dollars, unless noted otherwise. BROOKFIELD NEWS, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Brookfield Property Partners (“BPY” or the "Partnership") announced today that the Board of Directors has declared quarterly distributions on the Partnership’s Class A Nasdaq-listed BPYPP, BPYPO, BPYPN and BPYPM (TSX: BPYP.PR.A) preferred units of $0.40625 per unit, $0.3984375 per unit, $0.359375 per unit and $0.390625 per unit, respectively, payable on September 27, 2024, to holders of reco ...

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, NEWS, Aug. 02, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, “BEP”) today reported financial results for the three and six months ended June 30, 2024. “We had another strong quarter, building on our momentum to start to the year with operating results and growth initiatives that position us to deliver our target 10%+ FFO per unit growth target for 2024. We were successf ...

BROOKFIELD, News, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (Brookfield Infrastructure, BIP, or the Partnership) (NYSE: BIP; TSX: BIP.UN) today announced its results for the second quarter ended June 30, 2024. "We delivered strong second-quarter results driven by robust organic growth and the positive impact of several years of outsized capital deployment,” said Sam Pollock, Chief Executive Officer of Brookfield Infrastructure Partners. “The outlook for growth is very favorab ...

NEW YORK, July 30, 2024 (GLOBE NEWSWIRE) -- Brookfield Public Securities Group LLC (“PSG”) will host a webcast for Brookfield Real Assets Income Fund Inc. (NYSE: RA) (the “Fund”) on Tuesday, August 6, 2024 at 4:30pm ET. PSG will provide an update on the Fund and on general market conditions. The Fund’s Portfolio Managers, Larry Antonatos and Gaal Surugeon will be joined by Justin Guichard and Aaron Greenberg of Oaktree Fund Advisors, LLC, which serve as the Fund’s investment sub-adviser for the Commercial M ...

Edwin Tan /E+ via Getty Images Dear readers, Brookfield is a well-known asset manager with almost a Trillion dollars in assets under management and consists of a number of entities. At the top of the Brookfield empire sits the holding company - Brookfield Corporation (NYSE:BN). The Corporation, as management likes to call it, is essentially a holding company, which holds stakes in all publicly traded Brookfield funds, the asset management business, and private investments in real estate and insurance. This ...

文章核心观点 - 布鲁克菲尔德可再生能源公司(BEP)收购法国可再生能源公司Neoen,以扩大在澳大利亚的业务 [4][5][6] - 尽管特朗普当选可能会对可再生能源产生一定影响,但BEP的全球布局和多元化使其能够应对这一风险 [7] - 人工智能的发展将带来大量的数据中心电力需求,这可能会支撑可再生能源市场 [9][10][11][12][13][14] - 由于BEP股价下跌,其估值已经较为合理,公司的普通股目前比优先股更具吸引力 [16][20][21] 公司概况 - BEP是一家专注于可再生能源领域的投资公司,在全球范围内拥有多元化的资产组合 [7] - 公司最近收购了法国可再生能源公司Neoen,以扩大在澳大利亚的业务 [4][5][6] - 公司的资产组合包括水电、风电和太阳能等多种可再生能源 [6] 行业趋势 - 人工智能的发展将带来大量的数据中心电力需求,这可能会支撑可再生能源市场 [9][10][11][12][13][14] - 尽管特朗普当选可能会对可再生能源产生一定影响,但BEP的全球布局和多元化使其能够应对这一风险 [7] 公司估值 - 由于BEP股价下跌,其估值已经较为合理,公司的普通股目前比优先股更具吸引力 [16][20][21] - 公司的债务水平仍然较高,需要关注 [21]