Brookfield
Overview
Brookfield is a global owner-operator of real assets with well over $1 trillion in AUM and roughly $31 billion in U.S. institutional real estate, and it reaches retail and exchange investors through the Brookfield Real Estate Income Trust. Its competitive advantage is operational rather than financial-engineering: deep in-house operating platforms across infrastructure, renewables and property allow it to drive value at the asset level. Backed by a perpetual-capital base and a 125-year institutional lineage, Brookfield brings owner-operator scale that few sponsors can replicate, with DST/non-traded vehicles a small slice of the whole.
Strategy & advantages
- Global owner-operator of real assets with well over $1 trillion AUM, an operational scale no DST sponsor approaches.
- Reaches retail/exchange investors through the Brookfield Real Estate Income Trust.
- Differentiates on in-house operating platforms across infrastructure, renewables and property.
- Spans real assets and infrastructure breadth few real estate managers can replicate.
- Backed by a perpetual-capital base and a 125-year institutional lineage.
Important disclosures. Sponsor information and performance metrics are sponsor-reported and compiled by Baker 1031 from sponsor and public sources; they have not been independently verified and are subject to change. Full-cycle returns, equity multiples, hold periods, and success rates reflect realized programs only (survivorship bias), are averaged across differing assets, vintages, and structures, are net of fees and program expenses, and are not indicative of future results and not a recommendation. Designation as a preferred sponsor reflects Baker’s due-diligence coverage, not an endorsement or guarantee. For accredited investors only; not an offer or solicitation. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; subject to registered-principal approval.