The REIT Recovery Is Becoming Hard To Ignore
REITs are finally rallying after a brutal 5-year bear market. The main bear arguments are now starting to break down. Private equity is already buying before valuations recover.
REITs are finally rallying after a brutal 5-year bear market. The main bear arguments are now starting to break down. Private equity is already buying before valuations recover.
Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex.
Brookfield Asset Management is a high-quality, capital-light asset manager with robust, recurring fee streams and scale advantages in alternatives. BAM is poised for mid-to-high teens annualized total returns, supported by strong fee-related earnings growth, recent acquisitions, and record fundraising expectations for 2026. Shares trade at the lower end of historical and peer valuation ranges, offering a 4.2% dividend yield and over 20% discount from recent highs.
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Bread Financial Holdings (BFH) or Brookfield Asset Management (BAM). But which of these two stocks presents investors with the better value opportunity right now?
Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse's AP1000 reactor technology on its first quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States.
REIT buyouts are heating up as private equity targets deep discounts. We recently profited from three REIT takeovers. Two small REITs could be next, with big upside potential.
REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.
Vancouver, British Columbia--(Newsfile Corp. - May 12, 2026) - Body and Mind Inc. (CSE: BAMM) (the "Company" or "BaM") is pleased to announce that it has closed the New Jersey equity interest transaction, which it had previously disclosed in a news release dated August 27, 2025. As per prior disclosure, the Company's wholly owned subsidiary, DEP Nevada, Inc. ("DEP"), entered into a Purchase Agreement with Ascend New Jersey, LLC (the "Purchaser"), whereby DEP, which owned 100% of BaM Body and Mind Dispensary NJ, Inc. ("BAM NJ") agreed to sell all of the equity interests (the "Interests") in BAM NJ to the Purchaser and a social equity partner (the "Social Equity Partner"), which resulted in Purchaser owning 35% of BAM NJ and Purchaser's Social Equity Partner owning 65% of BAM NJ.
Brookfield Asset Management is trading 22% below its 52-week high, with strong fee-bearing capital growth during the first quarter and a 4.04% dividend yield. BAM is targeting $1.1 trillion in fee-bearing capital by 2029, expecting to exceed its 16% CAGR goal, driven by robust investor demand in credit and infrastructure. First-quarter fee-related earnings rose 11% year-over-year to $772 million, with distributable earnings reaching $702 million. This was up 7% over the year-ago comp.
Brookfield Asset Management has a path to build on its dividend growth streak with 15%+ annual payout growth. The company is off to a red-hot start in 2026, with its year-to-date fundraising already at $67 billion (including the Just Group mandate). As of March 31st, 2026, BAM had $2.5 billion in corporate liquidity at its disposal.
Brookfield Asset Management manages $1T in AUM, with $603B in fee-bearing capital across credit, infrastructure, real estate, renewables, and private equity. Credit has become BAM's fastest-growing segment, accounting for 61.5% of capital raised in 2025 and accelerating further in Q1 2026. BAM's infrastructure portfolio is strategically positioned to capitalize on digitization, deglobalization, and other global trends.
While the top- and bottom-line numbers for Brookfield (BAM) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Brookfield today announced that it has agreed to invest $500 million in The OpenAI Deployment Company, a newly formed AI deployment platform established in partnership with OpenAI and a group of leading global investors. The OpenAI Deployment Company is focused on enabling large enterprises to move from pilot AI use cases to scaled, enterprise-wide deployment – accelerating large-scale adoption and addressing one of the key bottlenecks in realizing AI-driven productivity.
Brookfield Asset Management NYSE: BAM reported higher first-quarter fee-related earnings and said it expects 2026 to be a record year for fundraising, supported by large capital mandates, flagship fund launches and the pending full integration of Oaktree.
NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) today announced that all 12 nominees proposed for election to the board of directors by holders of Class A Limited Voting Shares (“Class A Shares”) and Class B Limited Voting Shares (“Class B Shares”) were elected at the company's annual and special meeting of shareholders held on May 7, 2026 in New York, NY. Detailed results of the vote for the election of directors are set out below.
The $1.2 trillion fund manager has already added assets totaling more than half the amount it collected in all of last year.
Brookfield Asset Management Ltd. (BAM:CA) Q1 2026 Earnings Call Transcript
We're clearly off the lows in the U.S. labor market, as new BLS numbers came in at +115, more than double the +55K expected.
Brookfield Asset Management (BAM) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.4 per share a year ago.
NET slumps as job losses revealed, Big Tech spending set to weigh on cash flow, and more