Brookfield Real Assets Income Fund announces portfolio management changes, with Aaron Greenberg replacing Justin Guichard as portfolio manager.
Quiver AI Summary
Brookfield Real Assets Income Fund Inc. announced management changes for its securitized credit allocation, effective June 30, 2026. Justin Guichard will step down as Portfolio Manager and will be succeeded by Aaron Greenberg, who is currently a Managing Director at Oaktree Fund Advisors. Greenberg, who has a strong background in real estate debt and structured credit from previous roles at Morgan Stanley and Deutsche Bank, also holds degrees from Yale University and New York University's Schack Institute of Real Estate. The day-to-day management of the Fund will continue to be overseen by Gaal Surugeon, Chris Janus, and Riley O’Neil from Brookfield Public Securities Group LLC, who will manage asset allocation across various securities. The Fund encourages investors to review its prospectus and other materials available on its website before investing.
Potential Positives
- Announcement of a new Portfolio Manager, Aaron Greenberg, who brings extensive experience from his previous roles at Oaktree, Morgan Stanley, and Deutsche Bank.
- Continuity in management with Gaal Surugeon, Chris Janus, and Riley O’Neil remaining as Co-Portfolio Managers, ensuring stability for the Fund’s strategies.
- Mr. Greenberg's academic credentials, including a summa cum laude degree from Yale University, reinforce the Fund's commitment to strong leadership and expertise in investment management.
Potential Negatives
- Change in portfolio management may create uncertainty among investors regarding the future performance of the Fund’s securitized credit allocation.
- Replacing an established Portfolio Manager could indicate potential issues with the management strategy or performance of the Fund, raising red flags for stakeholders.
- The announcement of management changes might suggest instability within the advisory team, which can adversely affect investor confidence and perceptions of the Fund’s governance.
FAQ
Who is the new Portfolio Manager for the Fund’s securitized credit allocation?
Aaron Greenberg will replace Justin Guichard as the Portfolio Manager for the Fund’s securitized credit allocation effective June 30, 2026.
What is Aaron Greenberg's background?
Aaron Greenberg is a Managing Director at Oaktree with experience as a CMBS trader at Morgan Stanley and Deutsche Bank.
Who are the other Co-Portfolio Managers for the Fund?
Gaal Surugeon, Chris Janus, and Riley O’Neil will continue as Co-Portfolio Managers, overseeing the Fund’s day-to-day management.
Where can I find more information about the Fund?
Additional information about the Fund can be accessed on its website at https://privatewealth.brookfield.com/fund/brookfield-real-assets-income-fund-inc.
Is investing in the Fund risky?
Yes, investing in the Fund involves risks, including the potential for principal loss. Review the prospectus for more details.
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.
$RA Insider Trading Activity
$RA insiders have traded $RA stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RA stock by insiders over the last 6 months:
- HEATHER S. GOLDMAN sold 2,750 shares for an estimated $34,980
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$RA Hedge Fund Activity
We have seen 56 institutional investors add shares of $RA stock to their portfolio, and 49 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIT INVESTMENT ASSOCIATES INC added 2,855,236 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,718,334
- MORGAN STANLEY added 654,334 shares (+14.8%) to their portfolio in Q1 2026, for an estimated $8,414,735
- THOMAS J. HERZFELD ADVISORS, INC. removed 431,626 shares (-55.9%) from their portfolio in Q1 2026, for an estimated $5,550,710
- ENVESTNET ASSET MANAGEMENT INC removed 297,059 shares (-52.6%) from their portfolio in Q1 2026, for an estimated $3,820,178
- PATHSTONE HOLDINGS, LLC removed 257,750 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $3,340,440
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC removed 155,725 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,002,623
- WELLS FARGO & COMPANY/MN added 143,431 shares (+10.0%) to their portfolio in Q1 2026, for an estimated $1,844,522
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
NEW YORK, June 08, 2026 (GLOBE NEWSWIRE) -- Brookfield Real Assets Income Fund Inc. (the “Fund”) (NYSE: RA) today announced upcoming portfolio management changes at Oaktree Fund Advisors, LLC (“Oaktree”), the sub-adviser responsible for managing the Fund’s securitized credit allocation.
Effective June 30, 2026, Justin Guichard will no longer serve as the Portfolio Manager for the Fund’s securitized credit allocation and will be replaced in this capacity by Aaron Greenberg. Effective immediately, Mr. Greenberg, a Managing Director at Oaktree, has been named Portfolio Manager for Oaktree’s Real Estate Debt strategy, and Co-Portfolio Manager for Oaktree’s Structured Credit business. Prior to joining Oaktree in 2018, Mr. Greenberg began his career as a CMBS trader at Morgan Stanley, and was subsequently at Deutsche Bank, where he headed the secondary trading desk. Mr. Greenberg received a B.A. in economics and psychology summa cum laude from Yale University, where he was elected to Phi Beta Kappa. Mr. Greenberg has a certificate from New York University’s Schack Institute of Real Estate.
Gaal Surugeon, Chris Janus and Riley O’Neil of Brookfield Public Securities Group LLC, the Fund’s investment adviser, will continue to serve as Co-Portfolio Managers of the Fund and will remain jointly and primarily responsible for the day-to-day management of the Fund, including the authority to adjust the strategic allocation of assets between corporate credit, securitized credit and equity securities.
Brookfield Real Assets Income Fund Inc. is managed by Brookfield Public Securities Group LLC. The Fund uses its website as a channel of distribution of material information about the Fund. Financial and other material information regarding the Fund is routinely posted on and accessible at https://privatewealth.brookfield.com/fund/brookfield-real-assets-income-fund-inc .
| Communications & Media: | Investor Relations: |
| Rachel Wood | Brookfield Real Assets Income Fund |
| Tel: (212) 613-3490 | Tel: (855) 777-8001 |
| Email: [email protected] | Email: [email protected] |
Investing involves risk; principal loss is possible.
A fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company. Read the prospectus carefully before investing.
Brookfield Real Assets Income Fund Inc. is distributed by Foreside Fund Services, LLC.
Quasar Distributors, LLC provides filing administration for Brookfield Real Assets Income Fund Inc.
