Should we own Shopping Malls?

The “Smart Money in Real Estate” post discusses Brookfield Property Partners (BPY) and their core retail segment. Prospective BPY owners might ask, should we own shopping malls with Macy’s, Sears and other retailers announcing brick and mortar store closures? It’s a fair question because BPY owns 34% of General Growth Properties (GGP), a S&P 500 retail real estate company. GGP owns, manages, leases, and redevelop class A shopping malls throughout the United States. Retail is dynamic and Continue Reading

An Alternative Asset Bargain – Brookfield Property Partners

In my last post I discussed Brookfield Property Partners (BPY) progress and the respectable 11% annual total return since their 2013 launch. As an Continue Reading

Smart Money in Real Estate – Brookfield Property Partners (BPY)

Institutional investors, considered the smart money, continue to shift away from stocks and bonds into alternative investment like real estate. Below Continue Reading

Dividend Discount Model’s Four Essential Steps

The Dividend Discount Model's four essential steps are summarized below. The purpose is to provide a quick reference for this valuation, give an Continue Reading

Multi-stage Dividend Discount Valuation Part 2

We can invest in an intelligent and disciplined manner if we know the price and the value of a company. That is because price is what we pay and value Continue Reading

Dividend Discount Valuation Part 1

Price is what we pay and value is what we get. The only way we can invest in an intelligent and disciplined manner is to know the difference between Continue Reading

Valuations and Intrinsic Value – The Key to Buy Low, and Sell High

Common sense tells us that the adage “buy low and sell high” captures investment success. Like anything else we buy, we need a reference point to Continue Reading

Slow and Steady Wins the Race — Brookfield Renewable Partners (BEP)

In the last post, I discussed Toronto based Brookfield Renewable Partner’s (BEP’s) strong growth in capacity since their launch in 2011. Two wide Continue Reading

Brookfield Renewable Energy Partners (BEP): Protected with Wide Competitive Moats

Brookfield Renewable Partners (BEP) is one of the largest pure play renewable energy companies in the world, with a 100 year history in hydroelectric Continue Reading

Brookfield Infrastructure Partners (BIP) — Valuation Remains Attractive

Do you remember in 2012 when I estimated Brookfield Infrastructure Product's (BIP) value and thought it was a good buy? In my last post I discussed Continue Reading