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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 TickBombon Oct 07, 2020 11:39am
310 Views
Post# 31680074

RE:RE:Bam buying shares of BPY

RE:RE:Bam buying shares of BPYExactly.  So their view of NAV is still $27 USD or $35 CAD.  Now there are people who think that the value of the NAV should be discounted, and I get that.  But from their perspective, they have all this real estate they want to develop. It would be difficult to otherwise acquire all that real estate now and they have "partners" who want out for 1/2 historic acqusition costs ~book valule - This essentially gives a zero valuation to their retail.  Plus all the debt is non-recourse.  So you get the option of all the retail for free here.  This should be a no-brainer.  It especially was at $10-13 CAD.
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