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Brookfield Overview Presentation - Brookfield Asset Management

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Global Alternative Manager in Real <strong>Asset</strong>s | Property, Power, Infrastructure, Private Equity


AgendaProvide you an update on <strong>Brookfield</strong>Explain our views on the economy and opportunities thereinAnswer your questions2| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Our business is focused on owninghigh quality “real assets”We have four businesses: (i) property, (ii) renewable power,(iii) infrastructure and (iv) private equityOur operations include 100 offices across the globe with600 investment professionals and 24,000 operating employees3| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


This makes us one of thelargest managers of real assetsTotal assets managed by us are ±$180 billion, including:28 Private Funds3 Flagship Listed FundsProperty and Infrastructure Public Securities Funds4| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Our business is global but very focused…CanadaUK, Western Europe &Middle East$7 billion AUM$25 billion AUMAsia & Australasia$19 billion AUMUnited States$108 billion AUMSouth America$22 billion AUM5| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


We now have four focused Fund groups<strong>Brookfield</strong>(BAM)28% 65% ~93% 100%PublicFunds<strong>Brookfield</strong>Infrastructure Partners(BIP)<strong>Brookfield</strong> RenewableEnergy Partners(BREP)<strong>Brookfield</strong>Property Partners(BPY) 1<strong>Brookfield</strong>Private EquityPrivateInstitutionalFunds<strong>Brookfield</strong><strong>Brookfield</strong><strong>Brookfield</strong>Infrastructure t Funds Property Funds Pi Private Equity Funds1) To be spun-off to <strong>Brookfield</strong> shareholders through a special distribution on April 157| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


And, all of these assets aresimilar il and we differentiate t ourselves asowner-operators8| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


100 million sq. ft. of office propertiesWorld Financial Center, New York9| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


165 million sq. ft.of retail mallsAla Moana, Honolulu10| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


200 renewable power plantsGartshore, Quebec11| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


30 port terminals, including the largest metallurgicalcoal terminal in the worldDalrymple Bay Coal Terminal,Australia12| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


And 30,000kilometres of rail, toll roads, pipelinesand dt transmission i lines<strong>Brookfield</strong> Rail,Australia13| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


as well as 3 million acres of timberlandsLongview Timberlands,Oregon14| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


These high quality real assetsare in demand by investorsThey offer favourable long-term, risk adjusted returnsgenerating cash and capital returns,with lower volatility,and inflation hedge attributes15| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Why? – Because interest rates are zero!!7% - 15%8%2%BondYieldsEquityYieldsReal <strong>Asset</strong>Yields16| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


But, as important, governments need funding;so the supply of assets will be available……..17| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


As a result, we have not been as negative as many…….ExcellentValueOpportunitiesRecoveryStrongGood,and re-engagingStrong,but Slower20| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


And so far, this environment hasenabled us to invest in someincredible opportunities21| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Brazilian Toll RoadsWe committed to acquire 3,200 km of toll roads in Brazil22| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Chilean Toll RoadsWe purchased the other 45% of the ring-road around Santiago23| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


UK Office PortfolioWe acquired a £500 million portfolio of office properties in London, UK25| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Australian Commercial PropertiesWe invested $1 billion in a prime office projects in Sydney26| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


U.S. Industrial PropertiesWe acquired control of 20 million sq. ft. ofindustrial properties in the U.S.27| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


U.S. Hydro FacilitiesWe acquired four hydro facilities in the Southern U.S. from Alcoa andcommitted to acquire a further $750 million of plants from Nextera in Maine28| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Canadian District EnergyAnd, most recently we acquired Enwave from the City of Toronto29| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


In conclusion –spreads on real asset investmentshave never been better;and macro-economic eventsare creating buying opportunities30| <strong>Brookfield</strong> <strong>Asset</strong> <strong>Management</strong> Inc.


Q & A


Global Alternative Manager in Real <strong>Asset</strong>s | Property, Power, Infrastructure, Private Equity

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