Brookfield Infrastructure Partners

BIP

Market cap $17.8B

@CharlesSchwab's Jim Ferraioli talks about what BIP-110 means for crypto data fields and why some see it as a bullish catalyst for the crypto space. It comes as Bitcoin taps $65,000 for the first time in almost a month.

Brookfield Infrastructure Partners (BIP) remains a Buy, supported by robust cash flow, resilient global assets, and attractive yield despite macro headwinds. BIP reported Q1 AFFO growth to $596M, advanced portfolio recycling, and executed strategic acquisitions, still targeting 12–15%+ IRR and >10% FFO/unit growth. Balance sheet strength is underpinned by long-term, fixed-rate, non-recourse debt and no maturities due in 2026, mitigating interest rate risk.

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Building a true "dividend money machine" for early retirement requires sustainable, above-inflation income growth, not just a high starting yield. I share two elite dividend growth money machines that yield up to 8.5%. While neither is risk-free, both are well-positioned to provide attractive and dependable current income that should grow at a rate that comfortably beats inflation over time.

Gold has surged higher this year, and the trade is getting loud. Goldman Sachs has warned that investors flocking to gold for safety may be making a mistake, arguing the positioning is stretched.

Income investors can still benefit from the AI boom. The AI CapEx waterfall is creating new yield opportunities. Two infrastructure plays offer income and growth potential.

The sell-off in Brookfield Infrastructure's share price has driven down its dividend yield. The company expects to deliver FFO per share growth of more than 10% annually going forward.

BROOKFIELD, NEWS, July 02, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its second quarter 2026 conference call and webcast on Thursday, July 30, 2026, at 9:00 a.m. (ET).

At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to use: aerospace and defense, interstate natural gas pipelines, and global infrastructure.

Brookfield Infrastructure Partners offers a 5% yield with strong, inflation-indexed, recession-resistant cash flows and a 17-year distribution growth record. BIP trades at just 10x 2026 FFO, falling to 8x by 2028, with predictable earnings and significant upside from its fast-growing data segment. The data platform, now 16% of assets, grew FFO 46% last quarter, and BIP maintains robust liquidity, low recourse debt, and disciplined capital recycling.