Brookfield raised over $4 billion for its Infrastructure Debt Fund IV, attracting significant investor interest for infrastructure debt investments.
Quiver AI Summary
Brookfield has successfully raised over $4 billion for the initial closing of its Brookfield Infrastructure Debt Fund IV (BID IV), demonstrating strong support from both existing and new investors. The Fund focuses on high yield debt investments in infrastructure assets with stable cash flows. Brookfield is recognized for its expertise and relationships in the infrastructure sector, providing flexible financing solutions that meet borrowers' needs. The demand for capital to support infrastructure growth presents significant opportunities, evidenced by recent investments including a $750 million credit facility for Crusoe and $150 million for Qair Polska. Brookfield's asset management, which exceeds $1 trillion, continues to invest in various sectors, aiming to deliver strong returns to its investors.
Potential Positives
- Brookfield successfully raised over $4 billion for the first closing of Brookfield Infrastructure Debt Fund IV, indicating strong investor confidence and support.
- The Fund focuses on high yield debt investments backed by regulated and contracted cash flows, positioning Brookfield favorably in a growing market for infrastructure investment.
- Brookfield’s extensive operational experience and strong relationships in the sector increase its appeal as a reliable lender to borrowers seeking flexible capital solutions.
- The announcement highlights the continued growth and strategic positioning of Brookfield's Infrastructure Credit platform, which has successfully invested significant capital in renewable energy and data infrastructure sectors.
Potential Negatives
- While the Fund has raised over $4 billion, there is no clear indication of how competitive this amount is versus other funds in the market, which may imply a potential risk regarding investor confidence or the attractiveness of Brookfield's offering.
- The emphasis on "forward-looking statements" may highlight uncertainty surrounding the company's future operations and financial performance, potentially signaling investors to be cautious.
- The press release does not provide any information on how past investments have performed, which could raise concerns about the track record and reliability of the investment strategy.
FAQ
What is Brookfield Infrastructure Debt Fund IV?
Brookfield Infrastructure Debt Fund IV is a fund targeting high yield debt investments in infrastructure assets and businesses.
How much capital has Brookfield raised for BID IV?
Brookfield has raised over $4 billion for the first closing of Brookfield Infrastructure Debt Fund IV.
What types of investments does Brookfield target?
The Fund targets high yield debt investments backed by regulated, contracted, or concession-based cash flows.
Who co-heads Brookfield’s Infrastructure Debt and Structured Solutions?
Hadley Peer Marshall and Ian Simes co-head Brookfield’s Infrastructure Debt and Structured Solutions businesses.
What was the success of the previous BID fund?
The previous fund, BID III, closed with $6 billion in commitments, making it the world's largest private infrastructure debt fund at that time.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$BAM Hedge Fund Activity
We have seen 275 institutional investors add shares of $BAM stock to their portfolio, and 240 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROOKFIELD CORP /ON/ added 1,193,021,145 shares (+inf%) to their portfolio in Q2 2025, for an estimated $65,950,208,895
- CAPITAL WORLD INVESTORS removed 7,760,427 shares (-32.2%) from their portfolio in Q2 2025, for an estimated $428,996,404
- BLACKROCK, INC. added 4,943,991 shares (+1372.9%) to their portfolio in Q2 2025, for an estimated $273,303,822
- STATE STREET CORP added 3,493,431 shares (+11172.2%) to their portfolio in Q2 2025, for an estimated $193,116,865
- ROYAL BANK OF CANADA added 2,942,594 shares (+15.7%) to their portfolio in Q2 2025, for an estimated $162,666,596
- FIL LTD added 2,745,598 shares (+25.5%) to their portfolio in Q2 2025, for an estimated $151,776,657
- NATIONAL BANK OF CANADA /FI/ added 2,199,597 shares (+98.6%) to their portfolio in Q2 2025, for an estimated $121,593,722
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BAM Analyst Ratings
Wall Street analysts have issued reports on $BAM in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 08/07/2025
- TD Securities issued a "Buy" rating on 07/28/2025
- Wells Fargo issued a "Underweight" rating on 07/11/2025
- RBC Capital issued a "Outperform" rating on 06/18/2025
- B of A Securities issued a "Buy" rating on 04/10/2025
To track analyst ratings and price targets for $BAM, check out Quiver Quantitative's $BAM forecast page.
$BAM Price Targets
Multiple analysts have issued price targets for $BAM recently. We have seen 9 analysts offer price targets for $BAM in the last 6 months, with a median target of $62.0.
Here are some recent targets:
- John Barnidge from Piper Sandler set a target price of $60.0 on 09/11/2025
- Daniel Fannon from Jefferies set a target price of $62.0 on 08/13/2025
- Mario Saric from Scotiabank set a target price of $67.25 on 08/07/2025
- Sohrab Movahedi from BMO Capital set a target price of $56.0 on 08/07/2025
- Cherilyn Radbourne from TD Securities set a target price of $75.0 on 07/28/2025
- Michael Brown from Wells Fargo set a target price of $57.0 on 07/11/2025
- Bart Dziarski from RBC Capital set a target price of $72.0 on 06/18/2025
Full Release
NEW YORK, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Brookfield announced today that it has raised over $4 billion for the first closing of Brookfield Infrastructure Debt Fund IV (“BID IV” or the “Fund”), reflecting continued significant support from both existing and new investors.
The Fund targets high yield debt investments for infrastructure assets and businesses backed by regulated, contracted, or concession-based cash flows. Brookfield is a trusted partner of choice to borrowers given its extensive asset knowledge, relationships and solutions-focused financing structures in sectors where it has deep operational experience. In addition, the Fund provides investors the opportunity to diversify their exposure to infrastructure and private credit.
Hadley Peer Marshall, Co-Head of Brookfield’s Infrastructure Debt and Structured Solutions businesses, said: “We are grateful for the support of our existing and new institutional partners as we continue to grow our strategy. Borrowers are increasingly seeking alternative sources of capital that can provide flexible structures, speed of execution, and certainty of funding from knowledgeable lenders—needs that Brookfield is uniquely positioned to meet.”
Ian Simes, Co-Head of Brookfield’s Infrastructure Debt and Structured Solutions businesses, said: “Demand for capital to support infrastructure growth is substantial, creating strong opportunities to partner with leading companies and finance their infrastructure businesses. Brookfield has been at the forefront of this market, delivering tailored capital solutions and building a strong global pipeline.”
Brookfield’s Infrastructure Credit platform has been actively investing across its core sectors, including renewable power and data infrastructure, deploying over $4 billion of capital in 2024. Recent investments include a $750 million credit facility to Crusoe to support the growth and scaling of their AI factories and a $150 million credit facility to Qair Polska, a leading Polish renewable platform.
In 2023, the previous vintage of the Infrastructure Debt strategy (“BID III”), closed with $6 billion of capital commitments, making it the world’s largest private infrastructure debt fund at that time.
About Brookfield Asset Management
Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.
Brookfield’s Credit business manages approximately $332 billion of assets globally, as of August 6, 2025, focused on a broad range of private credit investment strategies, including infrastructure, renewables, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial direct investment platform which has been developed over several decades, with strategic partners, including Oaktree Capital Management, Castlelake, LCM Partners, 17Capital, and Primary Wave Music. As one of the world’s largest and most experienced credit managers globally, Brookfield’s Credit business delivers flexible, specialized capital solutions to borrowers, and seeks to achieve attractive risk-adjusted returns for our clients. For more information, please visit our website at www.bam.brookfield.com .
Media
John Hamlin
Tel: +44 204 557 4334
Email: [email protected]
Notice to Readers
This news release contains “forward-looking statements” within the meaning of the U.S. Securities Act of 1933, the U.S. Securities Exchange Act of 1934, “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 and “forward-looking information” within the meaning of other relevant securities legislation, including applicable securities laws in Canada, which reflect our current views with respect to, among other things, our operations and financial performance (collectively, “forward-looking statements”). Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results, events or conditions, and include, but are not limited to, statements which reflect management’s current estimates, beliefs and assumptions and which are in turn based on our experience and perception of historical trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. The estimates, beliefs and assumptions of Brookfield are inherently subject to significant business, economic, competitive and other uncertainties and contingencies regarding future events and as such, are subject to change. Forward-looking statements are typically identified by words such as “expect”, “anticipate”, “believe”, “foresee”, “could”, “estimate”, “goal”, “intend”, “plan”, “seek”, “strive”, “will”, “may” and “should” and similar expressions.
Although Brookfield believes that such forward-looking statements are based upon reasonable estimates, beliefs and assumptions, certain factors, risks and uncertainties, which are described from time to time in our documents filed with the securities regulators in the United States and Canada, not presently known to Brookfield, or that Brookfield currently believes are not material, could cause actual results to differ materially from those contemplated or implied by forward-looking statements.
Readers are urged to consider these risks, as well as other uncertainties, factors and assumptions carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such forward-looking statements, which are based only on information available to us as of the date of this news release. Except as required by law, Brookfield undertakes no obligation to publicly update or revise any forward-looking statements, whether written or oral, that may be as a result of new information, future events or otherwise.