Brookfield Office Properties Inc T.BPO.PR.A

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[SONOFFERGUS]

GoC5 tightens 10bps or so.  Negative for resets. US10 tightens 13bps or so.  Helpful for BN/BPO credit concerns. I would have guessed net negative on these 2 data points. My guess would

[oilinvestor52]

the shorts don't mean much. BPO prefs will trade 30% higher in coming months. Big opportunity in my opinion. I own them all and continue to accumulate.

[pierrelebel]

Overall reduction of about 13.7% in two weeks. Largest short position remains BPO.PR.T (nearly 40% of the total) BPO.PR.A  21,829  -10,861 

[oilinvestor52]

All the BPO prefs offer extemely good value vs their peers. BPO prefs will trade 30% higher in coming months IMHO. the whole asset class shrinking with many redemptions. New GIC rates and money

[CrazyTrader]

Follow the money.   As I understand, Brookfield plans to move capital from this sector of the company to the broader areas. Does this mean BPY will now be into Insurance, Green Energy, etc

[CrazyTrader]

Canada’s KingSett freezes payments on US$3.5 billion property fund – BNN Bloomberg

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[Carena]

Hi there, I have not had time to look at much of the BPY financials but I plan to this weekend....but it would seem encouraging to see that the BSREP has been deconsolidated after having been just

[rodbhar]

It's amazing that all the panic 1 year ago was due to bad headlines about some poorly performing buildings in this group. With only $1.5 B equity at risk out of >$20B. 

[SONOFFERGUS]

Thx Spiderdon.  Very insightful and encouraging. "Each quarter there is incremental improvement as the story unfolds,  all BPO series remain compelling value with some greater than

[CrazyTrader]

Q4 to go.   Huge increase in losses compared to last year of about $1.2 Billion Loss for same period last year.   Interest expense up but what's making most of the difference

[Spiderdon]

A couple encouraging developments this quarter, firstly the continued decline in equity associated with USA office in the Transitional Development portflio, without much change in overall equity value

[CrazyTrader]

BN talks about BPG not BPY as far as I can tell.   After over a year I still can't understand this company.    I think it's important to understand, but I given up and

[CrazyTrader]

atleast few more years even if rates remain higher for longer..... But after that I'm not so sure.   A company can sustain Losses only for so long before something gives.  

[CrazyTrader]

Completely Different.    If you have been paying attention to past few years.  Coming on here tooting BN thinking it translates to BPY, you are delusional.   Flatt been

[CrazyTrader]

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