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BAM - Brookfield Asset Management


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Net income and funds from operations (“FFO”) both increased significantly in 2017. Net income totaled $4.6 billion, an increase of $1.2 billion compared to last year, reflecting strong operating results and a higher level of unrealized valuation gains. FFO was $3.8 billion, an increase of 18% from the prior year, which also reflects the strong operating results as well as an increased level of realized disposition gains from assets sold during the year. Net income per share reflects the allocation of income between common shareholders and non-controlling interests.

 

https://globenewswire.com/news-release/2018/02/15/1348677/0/en/Brookfield-Asset-Management-Reports-2017-Results.html

 

Outstanding year.  A 26% increase in fee related earnings.  7% increase in the dividend.  Carried interest is sky rocketing.  This is all what their investor presentation told us would happen.

 

The expansion in fee bearing capital has increased the earning potential of our asset management franchise with annualized fees and target carry now at $2.5 billion, an increase of 22% compared to this time last year.

 

Our private funds generated unrealized carried interest of $1.3 billion, bringing our total accumulated unrealized carried interest to $2.1 billion, which is more than double the December 2016 amount.

 

In a recent interview posted on CoBF, Bruce said that credit would be their next big thing.  They would begin now and really put the pedal to the metal during the next downturn:

 

We held closes of four credit funds including the final close for our first infrastructure credit fund, Brookfield Infrastructure Debt I ("BID I"), which raised $885 million, exceeding our target of $700 million. We also held a close of our first open ended real estate credit fund.
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For folks holding any of the Brookfield family of LP, do any of you hold it in US based IRA (or similar tax advantaged) account?  I've been avoiding it because I don't understand the K1 and MLP implications.

 

But from my understanding, the Brookfield LPs shouldn't have UBIT and where distribution are return on capital, it's a benefit being in IRA as cost basis reduces.  Even if there is an UBIT event, it should be fairly rare?  And the foreign tax would be not a important because of the relatively high yield and return on capital?

 

Any guidance would greatly be appreciated.

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The Brookfield website discusses this some. Like you mentioned, holding in an IRA is beneficial. They avoid UBIT which is the main concern.

 

Remember, BAM created the LPs to be desirable for investors to own, causing them to have a higher price, be able to issue shares for acqusitions, and repeat. They want IRA investors to participate.

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Thanks a lot for sharing here, Shane,

 

It looks from the graphics to me like it's a 1st quarter 2017 issue.

 

From the graphic, yes.  On the data page it lists it as a change that occurred in the period ending 12/31/17.  I don't know what is going on.  May ask a technician to look into it.

 

This is an error which IR will soon correct.

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Wow.  Market reaction will be very interesting.  I take it BPY will remain primarily an office property owner?

 

"

GGP shareholders will have the option of either exchanging GGP shares for Brookfield shares or shares in the new REIT because a large number of the GGP shareholders are U.S. shareholders who don’t want to own partnership units, Mr. Kingston said.

"

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"In conjunction with and in support of the proposed transaction, BAM has stated its intention to convert $500 million currently held in BPY Class C Junior Preferred Shares into BPY units at a price of $23.50 per unit, resulting in BAM’s acquisition of approximately 21.3 million BPY units."

 

Seems like BAM thinks it is getting a sensible deal at $23.5 or 21% higher than latest closing price...

 

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base mgmt fees from all public partnerships for 2017 is 529 million and annualized incentive distributions (based on dividend growth of partnerships) is 198 million.  base mgmt fees are based on market cap so bpy accounts for close to 50% of 529 million.  and it looks like market cap is going to increase nicely

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