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Author: Baybrooke   😊 😞
Number: of 488 
Subject: Infrastructure Fund Update
Date: 03/11/2025 3:19 PM
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Brookfield Raises $1 Billion to Back Smaller Infrastructure Companies.

The manager aims to invest with fund sponsors that need capital but don’t want to sell their holdings.

The manager in New York said it reached its target, raising around $1 billion for its Brookfield Infrastructure Structured Solutions Fund.

Key investors in the fund include the Pennsylvania Public School Employees’ Retirement System, which committed up to $250 million. Brookfield said its affiliated investment funds put in $150 million.

https://archive.ph/5JRpJ
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Author: Baybrooke   😊 😞
Number: of 488 
Subject: Re: Infrastructure Fund Update
Date: 03/13/2025 1:11 PM
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EXPERT Q&A

The expanding renewable energy and digital markets are dominating dealflow, but traditional sectors more heavily reliant on sales and purchases are picking up after a quiet few years, say Brookfield’s Ian Simes and Hadley Peer Marshall.

The twin forces driving infrastructure debt demand
https://www.brookfield.com/sites/default/files/202...
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Author: weatherman   😊 😞
Number: of 488 
Subject: Re: Infrastructure Fund Update
Date: 03/18/2025 1:28 PM
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when i first bought brookfield shares long ago, infrastructure exposure was the largest category @ ~60% .

recent swedroe review is an update that 2 great aspects persist :
- inflation durability
- noncorrelation


i wonder how much modern BN's underlying exposure is to hard asset infrastructure?
https://alphaarchitect.com/infrastructure-investme...



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