3 Things Every Brookfield Investor Needs to Know

Published: Wednesday, February 18, 2026 at 1:20 am

Brookfield Corporation: A Deep Dive into a Potential Investment Opportunity

Alternative investment asset managers Brookfield Corporation, Blackstone, and Apollo Global Management have all demonstrated strong performance over the past five years, outperforming the S&P 500. Brookfield Corporation has shown the most growth, with a 106.6% increase, while Blackstone delivered 85% and Apollo Global Management saw a 143% return since 2021.

Brookfield Corporation's structure extends beyond traditional asset management. The company owns a significant stake in Brookfield Asset Management (BAM), which manages its asset management business. Additionally, Brookfield owns Brookfield Wealth Solutions, an insurance company, and Brookfield Property Group. It also holds interests in several publicly traded investment entities managed by BAM.

A key factor for investors is the potential discount at which Brookfield trades compared to its underlying value. The value of Brookfield's publicly traded investments and its stake in BAM totals $78.1 billion, or approximately $34.86 per share, representing a significant portion of its current share price. Furthermore, management estimates the fair value of its private fund and real estate investments, along with its carried interest in BAM-managed funds, at $98 billion, or around $43.30 per share. This suggests a potential breakup value of around $78 per share.

Looking ahead, Brookfield's management projects substantial growth. They anticipate the company's intrinsic value could reach $140 per share by 2030, driven by an expected 25% average annual growth in distributable earnings. This forecast, coupled with Brookfield's exposure to growth trends like AI infrastructure and regulatory changes, positions the company for potentially strong annualized returns.

BNN's Perspective:

While Brookfield's projected growth is promising, investors should approach these forecasts with a degree of caution. The realization of the company's full potential depends on various factors, including market conditions and the successful execution of its strategic plans. However, the current valuation discount and exposure to emerging growth areas make Brookfield an interesting prospect for long-term investors.

Keywords: Brookfield Corporation, Blackstone, Apollo Global Management, asset management, S&P 500, investment, returns, Brookfield Asset Management, BAM, Brookfield Wealth Solutions, Brookfield Property Group, valuation, intrinsic value, AI, growth, investment strategy

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