Brookfield investor day thread
BAM has produced a 19% annualized return over the prior 20 years 
% of institutional investors that plan on increasing allocations to alternative assets over the next 12 months
common carry misconception
how BAM management values their own stock, which they own 20% of; current price = $44.50
BPY logistics assets
BPY variant view on over saturation of retail real estate square footage in the US; curious how this mix would break down in other DMs
BPY thinks they bought GGP at the bottom of the mall reit cycle
BPY value creation framework for reinvesting capital cc GGP, Forest City
based on ~book value / market value & expected $1.70 per share distribution, BPY shares are presently undervalued by 70% - 130%
US housing supply vs demand
shoutout to opportunity zones
BIP dividend history
BIP shareholder return
BIP slide on Enercare, & my thoughts here
BIP use of funds; compare to typical US REIT w 80-90% payout
BIP asset recycling vs issuing equity; obviously its not a given a manager can favorable reinvest capital, but this mindset is at least a valuable differentiator for shareholders vs reit alternatives
US annual healthcare expenditures
BEP says too much money has been chasing renewable energy infrastructure
Global power supply by source
