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Brookfield Property Partners L.P. BPY

Brookfield Property Partners LP owns, operates, and invests in commercial properties in North America, Europe, Australia, and Brazil. The company focuses on being a global owner and operator of real estate, providing investors with diversified exposure to some of the iconic properties and acquiring high-quality assets at a discount to replacement cost or intrinsic value. Its operating segment includes Core Office, Core Retail, LP Investments, and Corporate Segments. The company operates in various sectors such as the office sector, retail sector, industrial, multifamily, hospitality, triple net lease, and the corporate sector. It generates a majority of revenue from the LP Investments segment.


NDAQ:BPY - Post by User

Comment by Capharnaumon May 04, 2020 3:40pm
285 Views
Post# 30984996

RE:RE:RE:RE:RE:RE:What protection is there?

RE:RE:RE:RE:RE:RE:What protection is there?
Jsboutin wrote: The minority shareholders (BAM is the majority shareholder) would have to accept the bid in a majority vote, so there is some protection there. BAM couldn't just bid 10$ per share and be done with it by voting with the shares they hold, for example. I suspect they would try to sweeten the deal back to at least last year's SIB of 21$/share. I could see BAM proceeding at 30% before NAV, which roughly aligns with that 21$ figure.


This is what I expect if it happens, with offering BAM shares instead of cash. Accretive to BAM shareholders, keeps the Brookfield name intact and don't have to spend a penny.
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