Brookfield Asset Management

BAM

Market cap $77.8B

Private equity is circling REITs as discounts to asset value remain unusually wide. Some beaten-down infrastructure names may still have meaningful upside despite recent rebounds. We think two REIT targets stand out as especially likely takeover candidates.

REIT headwinds are finally fading after years of pressure. Valuations remain deeply discounted despite improving fundamentals. Three powerful catalysts could now drive a REIT recovery.

REIT ETFs look low-yield, but they are skewed by growth-heavy holdings. Higher income exists, but only with selective, active REIT picking. Some overlooked REITs offer ~6% yields with strong fundamentals.

Brookfield (BAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

I achieved a record $912.86 in monthly dividends and added $308.68 in forward income, reaching $6,883.46 in annual projected dividends. New capital contributions and purchases, particularly in SPYI and ADC, drove forward income growth this month. My portfolio yield on cost stands at 4.83% versus a current yield of 3.77%, reflecting disciplined accumulation and reinvestment.

Not all investment management businesses are the same. Some of them pick and choose specific opportunities.

NEW YORK, April 08, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. today announced it will host its first quarter 2026 conference call and webcast on Friday, May 8, 2026, at 10:00 a.m. ET.

Discover the five high-yield income machines that provide a well-diversified buy-and-hold core to a retirement income machine. These are investments that should require minimal maintenance over time while delivering very attractive and growing income over time. These picks combine to provide broad sector diversification.

Brookfield Asset Management just hiked its dividend by 15% to drive a record forward 4.52% yield amid broader market pessimism around private credit. BAM achieved record capital formation in fiscal 2025, raising $112 billion and growing fee-bearing capital to $603 billion, up 12% year-over-year. Fourth quarter fee-related earnings rose 28% to $867 million, with margins expanding to 61% and distributable earnings up 18% year-over-year.

Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.