A brief overview of the last few years at Brookfield $BN (-0,4%) Investment timeline (2020 - 2026)
2020: Strategic hedging & logistics
š„ Oaktree Capital Integration: Start of massive use of credit funds for undervalued assets during the pandemic.
š„ Genesee & Wyoming: Completion of the acquisition of the global rail network for regional logistics.
2021: Infrastructure offensive
š„ Inter Pipeline: Acquisition of the Canadian energy infrastructure giant for around CAD 8 billion.
š„ Modulaire Group: acquisition of the European market leader for modular room systems for ā¬5 billion.
2022: The year of upheaval (semiconductors & insurance)
š„ Intel "Project Scorpion": 15 billion dollar partnership to co-finance semiconductor fabs in Arizona.
š„ CDK Global: Acquisition of the automotive retail software giant for USD 8.3 billion.
š„ American National: Entry into the insurance market with a USD 5.1 billion takeover.
š„ The big spin-off: legal separation of Brookfield Corporation (BN) from the asset manager (BAM).
2023: Nuclear power & digital base
š„ Westinghouse Electric: Entry into the nuclear power renaissance through a 7.9 billion dollar takeover.
š„ Data4 & Compass Datacenters: Massive expansion into the backbone of the internet through European and US data centers.
š„ Network International: Acquisition of the leading payment processor in the Middle East for Ā£2.2 billion.
š„ HomeServe: Acquisition of the British infrastructure service provider for Ā£4.1 billion.
2024: The AI energy deal
š„ Microsoft Cloud partnership: contract to build 10.5 GW of renewable energy worldwide.
š„ American Equity Investment Life (AEL): Completion of the USD 4.3 billion takeover in the insurance sector
š„ Neoen: Acquisition of the French solar and wind farm giant for ā¬6.1 billion.
2025: Self-sufficient AI infrastructure
Bloom Energy: USD 5 billion investment in fuel cells for off-grid AI data centers.
š„ Clarus Group: Acquisition of New Zealand gas infrastructure for NZD 2 billion to secure local energy supply
š„ AI Infrastructure Fund: Launch of the first dedicated USD 10 billion fund for GPUs and fiber optics.
2026: The new era (as of today)
š„ Connor Teskey: Official takeover of the CEO position at BAM to steer the next phase of growth.
š„ Peakstone Realty Trust: Completion of the acquisition of an industrial real estate portfolio for USD 1.2 billion.
š„ AI Supercycle: Focus on the vertical integration of energy generation directly at data centers.
