TSX:BPO.PR.A - Post by User
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SONOFFERGUSon Sep 11, 2024 9:08am
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Fresh Brookfield Investor Day Presentation
Fresh Brookfield Investor Day Presentationhttps://bn.brookfield.com/news-events/presentations
Lots of real estate info and positive points for BPO prefs.
Rates down, credit spreads down, liquidity up, capital markets open, NOI up, rents up, grade A office demand up and new supply down.
Interestingly, the 5 year plan (page 103) shows disinvestment from $25B to $15B, including taking transitional and development from $7B to $1B! Risk down, BPO prices up!!!!