Brookfield Infrastructure Partners (BIP) — Valuation Remains Attractive

Do you remember in 2012 when I estimated Brookfield Infrastructure Product’s (BIP) value and thought it was a good buy? In my last post I discussed how it worked out very well for investors who bought it back then. So, is it still a good investment in 2017? Yes, I believe so and this updated valuation shows why BIP […]

Brookfield Property Partners (BPY) 3Q14 Update: Significant Upside Potential

Sometimes Mr. Market just doesn’t get it. BPY is a global premier property company with significant upside potential over the next five years. The upside is driven by initiatives underway in its existing asset base led by a top notch management team with a track record of outstanding risk adjusted returns. BPY was spun off from […]

Brookfield Infrastructure (BIP) 3Q14 Update: Strong Quarter to Underpin Future Returns

Brookfield Infrastructure (BIP) reported a strong 3Q14 [Source] and continues to execute well. Importantly management provides examples of what BIP is doing each quarter to continue their performance in the future through: “(i) the quality of our assets (ii) our track record of internally generated growth (iii) our global business development platform with local presence and (iv) our full […]

Brookfield Infrastructure (BIP) Reports 2Q14 Results; It Remains a Solid Long Term Investment

Before jumping into the quarterly report let’s take a moment to review why we’re invested in this business. Good Business: Brookfield Infrastructure Partners (BIP) is invested heavily in a class of assets that became known as infrastructure assets and established a preeminent position. Infrastructure assets are long life and require relatively minimal maintenance capital expenditures, they […]

Brookfield Infrastructure (BIP) Reports 4Q13 Results; 2013 was a Good Year

Brookfield Infrastructure reported results for full year 2013 with a total return of 16% compared to its target total return of 12-15%. This is lower than the past three and five years, where annualized returns were outstanding at 29% and 36% respectively. As much as those returns are enjoyable, they cannot be sustained at that […]

Brookfield Infrastructure (BIP) 3Q13 Strong Results & Good Outlook Continues

Brookfield Infrastructure Partners (BIP) reported another quarter of strong results and a continued positive outlook with many opportunities. Once again it is a pleasure to see hard work and prudent investments over past years continue to compound and produce increasing returns for the benefit of unit holders. Management continues on a sound and well executed […]

Brookfield Infrastructure Partners (BIP) 2Q13 Best to Date

Brookfield Infrastructure reported strong results or as CFO John Stinebaugh described during the conference call; “The second quarter 2013, was the most profitable in our history as virtually all of our operations performed well.” It is important to pause and appreciate accomplishments and encouraging to hear a continued positive outlook for the future. The hard work and […]

Brookfield (BAM, BPY, BIP, BEP) June Update

Longview Sale: On June 16, 2013 Brookfield Asset Management announced the sale of Longview Timber and Longview Fibre Paper and Packaging for $3.675 Billion [Source]: Brookfield has agreed to sell 100% of Longview Timber to Weyerhaeuser Co. for $2.65 billion including the assumption of debt. Longview Timber consists of approximately 645,000 acres of high quality timberlands […]

Brookfield Infrastructure Partners, L.P. (BIP) 1Q13 Firing on All Cylinders

This is an excellent report.  Brookfield Infrastructure Partners, L.P. reported results [Source] for the quarter ended March 31, 2013 with funds from operations (FFO) totaling $160 million ($0.80 per unit) compared to FFO of $108 million ($0.58 per unit) in the first quarter of 2012 for a 48% increase in year-over-year FFO. The increase in FFO was […]

Brookfield Capital Partners (BCP) and Private Funds

Brookfield Asset Management’s fourth business platform consist of private equity and specialty funds managed under Brookfield Capital Partners (BCP) or the respective operating platform: property (BPY), renewable power (BREP) and infrastructure (BIP). Brookfield Capital Partners also includes Brookfield’s Residential Development interests, an opportunistic area of increased activity during the U.S. housing market downturn. The private funds are […]