Brookfield Infrastructure Partners

BIP

Market cap $16.1B

I increased my forward projected dividend income by $86.77 (1.4%) in December, reaching $6,289.66. My portfolio strategy blends high-growth names like Broadcom (AVGO), Microsoft, and Visa with high-yielders such as SPYI and MPLX. Dividend reinvestments and increases, especially from AVGO and EPRT, drove nearly 83% of new forward income this month.

Brookfield Infrastructure Partners offers compelling value, with vital global infrastructure exposure, a ~5% yield, and robust FFO growth supporting long-term upside. BIP's diversified investments in data centers, AI infrastructure, and global utilities drive a 14% ROIC and position the partnership for secular growth. Preferred units (BIP.PR.A, BIP.PR.B) are Strong Buys, trading at steep discounts to par value and yielding ~7.5%, while BIP common units are also rated Strong Buy.

Brookfield Infrastructure remains a Buy, underpinned by robust FFO growth, accelerating data segment performance, and an attractive dividend yield. FFO rose 9% year-over-year to $0.83 per unit, with the data segment's FFO surging 62% and now representing 76% of the capital backlog. Falling interest rates are set to lower BIP's cost of capital, enhance asset values, and support higher valuation multiples through 2026.

CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced the successful closing of the acquisition of Wells Fargo's rail operating lease portfolio on January 1, 2026. The acquisition was completed through a joint venture with Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) and its institutional partners (collectively, “Brookfield Infrastructure”). Wells Fargo's rail operating lease portfolio comprised approximately 101,000 railcars and the purchase price.

BROOKFIELD, News, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its fourth quarter 2025 conference call and webcast on Thursday, January 29, 2026, at 9:00 a.m. (ET). Results will be released that morning before 7:00 a.m.

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Realty Income routinely increases its monthly dividend payment. Brookfield Infrastructure aims to grow its dividend by 5% to 9% each year.

CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced that it, together with Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) and its institutional partners (collectively, “Brookfield Infrastructure”), has received all required regulatory clearances to complete the transaction to acquire Wells Fargo's rail operating lease portfolio. The transaction will be completed through a joint venture between GATX and Brookfield Infrastructure. GATX anticipates the.