The Smart Money Is Buying REITs, These Could Be Next

REITs trade at deep discounts to private real estate values. Private equity buyouts highlight significant hidden upside. I discuss the next potential REIT buyout targets.

Seeking Alpha • 6 hours ago

Brookfield Asset Management: A High-Quality Dividend Growth Machine

Brookfield Asset Management has become more attractive after an 8% stock price drop and a 15% dividend hike since December. FRE surged 28% in Q4 and 22% for FY2025, with margins improving to 61% and 58%, respectively. Distributable earnings rose by 14% for the year and 18% in Q4, accelerating from prior periods.

Seeking Alpha • Feb 8, 2026

BAM: Price Down, Fundamentals Up

Brookfield Asset Management offers a rare asset-light model, targeting 15%+ EPS growth while distributing ~95% of net income to shareholders. BAM fundamentals are accelerating, with record Q4 fundraising ($35B), strong fee-related earnings growth, and minimal technology risk exposure. Significant upside exists from $63B in uncalled commitments and $170B in carry-eligible capital, positioning BAM for substantial distributable earnings growth.

Seeking Alpha • Feb 8, 2026

My Ultimate Strategy For High Income And Market-Beating Returns

Why index investing is far riskier than it looks. A wildly popular dividend investing strategy may be setting investors up for disappointment. One overlooked approach could completely reshape long-term returns.

Seeking Alpha • Feb 8, 2026

Brookfield Asset Management Names Connor Teskey CEO

Brookfield Asset Management named Connor Teskey as successor to long-serving Chief Executive Bruce Flatt, who will remain chairman as well as CEO of parent Brookfield.

WSJ • Feb 4, 2026

Brookfield Asset Management Ltd. (BAM:CA) Q4 2025 Earnings Call Transcript

Brookfield Asset Management Ltd. (BAM:CA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 4, 2026

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record  $35 Billion in the Fourth Quarter; $112 Billion for 2025 Quarterly Fee-Related Earnings of $867 Million , Up 28% Year-Over-Year Quarterly Distributable Earnings of $767 Million, Up 18% Year-Over-Year Connor Teskey Appointed CEO of Brookfield Asset Management NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) (“BAM”), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, today announced record financial results for the quarter ended December 31, 2025; the strongest results since listing.

GlobeNewsWire • Feb 4, 2026

Brookfield Asset Management (BAM) Beats Q4 Earnings and Revenue Estimates

Brookfield Asset Management (BAM) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.4 per share a year ago.

Zacks Investment Research • Feb 4, 2026

Brookfield Asset Management Names New CEO, Offers for Warner Bros | Bloomberg Deals 2/4/2026

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Brookfield CEO Bruce Flatt, Wachtell Lipton Executive Committee Co-Chair Andrew Nussbaum, Solomon Partners Head of Media and Entertainment Mark Boidman and Sullivan & Cromwell Global Head of M&A Melissa Sawyer.

Bloomberg Markets and Finance • Feb 4, 2026

Peakstone Realty Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Peakstone Realty Trust - PKST

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Peakstone Realty Trust (NYSE: PKST) to Brookfield Asset Management (NYSE: BAM). Under the terms of the proposed transaction, shareholders of Peakstone will receive $21.00 in cash for each share of Peakstone that they own. KSF is seeking to determine whether this consideration and the process th.

Business Wire • Feb 4, 2026