Brookfield first
Insights on the firms that own the world's infrastructure, power and real estate.
Brookfield, Blackstone, KKR, Apollo and the other alternative asset managers. Where the money is moving, what they are buying and selling, and what it tells you. Not investment advice.
For long term investors, analysts and operators who want the signal on private markets, not the noise from headlines.
What you get
Insights, charts and short verdicts.
Brookfield
Where it all starts: the asset manager, the listed affiliates, and how capital moves between them.
The other giants
Blackstone, KKR, Apollo and peers, compared on the same framework so you can see who is doing it well.
Infrastructure and power
Data centres, renewables, utilities and transport. Who owns the hard assets, and why they want more.
Real estate
Where the managers are buying, where they are selling, and what their moves say about the cycle.
Fundraising and flows
Where new capital is going: private credit, insurance, wealth channels and the funds behind them.
What to watch
Results dates, investor days, letters and deals that matter in the weeks ahead.
Why read it
A view, not a summary.
Insight first. Each note opens with a clear view and ends with a short verdict.
Sourced numbers only. Company reports and filings, dated and compared like for like. Nothing invented, nothing guessed.
The real assets. The ports, pipelines, power plants and buildings behind the headlines.
Respect for your time. Short, clear and to the point.
Between issues, @AltAssetMgr tracks the alternative asset managers on X.
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