BAM 20% Compounded from 2002 to 2019 Vs Historical Best Investors

BAM has returned 20% Compounded from 2002 to 2019. This is expectional return Vs Historical Best Investors and SnP 500 Return over last 17 years.

The outlook for BAM is brighter than ever after Oaktree Capital Franchise due to the lower interest rate environment projected over the next decade.

Brookfield Reveals Renderings for Its South Bronx Mega Project – Cost $950M

Brookfield Property has a lot of development projects that don’t generate cash today and cost money but they build value that Will show up in the future. Brookfield Property Group South Bronx project cost is $950M. The ownership will be partly attributed to BPY with the rest to Private Real Estate Funds of BAM.

Brookfield South Bronx Mega Project

S&P 500 Fantastic Run of 35% Since Market Bottom of 24 Dec 2018

The S&P 500 has had a fantastic run since the recent stock market bottom of 24 Dec 2018. It is up 35%+ with dividend reinvested over the course of last 11 months.

S&P today on 23 Nov 2019 is at 3135 up 27% from 2350 on 24 Dec 2018. Even compared to previous high of 2920 before the correction on a dividend reinvested basis it is up 12+%.

Not too many bargains to be found but low interest rates if they remain at these levels for longer term companies can continue to compile value and those earnings on a relative basis to bonds still mean stocks are the place to be.

Fitch Assigns BAM A- Investment Grade Rating

Fitch Assigns BAM A- Investment Grade Rating with Stable Outlook.


Fitch Assigns BAM A- Investment Grade Rating

BAM 3Q2019 Letter & India is #1 Investment Focus

BAM reported 3Q2019 Results on Nov 14 2019. India is #1 Focus for BAM

Read Comments from Anuj Ranjan BAM Middle East and South Asia Head

BAM 3Q2019 Letter

BAM  Earnings Call Transcript

The stock market's 10-year run became the best bull market ever this month - 468% Return

Stock market's 10-year run became the best bull market ever this month - 468% Return

This still doesn’t mean anything as lot of value has been created by companies using innovation and compounding of capital Also compared to Govt bonds yielding -2% to +2% across Japan, EU to US stocks with earnings yields of 6% are still relatively speaking the better value.

The stock market's 10-year run became the best bull market ever this month

Brookfield Snaps Up JPMorgan’s U.S. Mall Stakes in Multi-Billion Deal

Brookfield Snaps Up JPMorgan’s U.S. Mall Stakes in Multi-Billion Deal. Buys out JPM and NY Teachers Pension fund out of 4 malls and seeks 1 mall. Valuation including debt was $3.2B.

Brookfield acquired JPMorgan’s stakes in the Perimeter Mall in Atlanta, Park Meadows in Denver, Towson Town Center in Maryland and the Shops at Merrick Park in Coral Gables, Florida. NYSTRS was an investor in the shopping centers in Colorado and Maryland.

Brookfield Snaps Up JPMorgan’s U.S. Mall Stakes