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Brookfield Real Assets Income (RA)
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Upturn Advisory Summary
08/14/2025: RA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -6.89% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 735.44M USD | Price to earnings Ratio 11.28 | 1Y Target Price - |
Price to earnings Ratio 11.28 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 11.41 - 13.39 | Updated Date 06/29/2025 |
52 Weeks Range 11.41 - 13.39 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.64% | Basic EPS (TTM) 1.18 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 11.28 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.89 |
Enterprise Value - | Price to Sales(TTM) 10.89 | ||
Enterprise Value to Revenue 14.68 | Enterprise Value to EBITDA - | Shares Outstanding 55254700 | Shares Floating - |
Shares Outstanding 55254700 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 28.79 |
Upturn AI SWOT
Brookfield Real Assets Income
Company Overview
History and Background
Brookfield Real Assets Income Fund Inc. (RA) is a closed-end investment fund managed by Brookfield Investment Management. The fund was established to provide a high level of total return, primarily through current income and, secondarily, through capital appreciation. It invests in a mix of public and private real assets securities.
Core Business Areas
- Real Assets Securities: Invests in a diversified portfolio of real asset securities, including real estate, infrastructure, and natural resources.
- Public and Private Investments: Allocates capital across both public and private markets to seek attractive risk-adjusted returns.
Leadership and Structure
Brookfield Investment Management serves as the investment advisor. The fund operates under a board of directors overseeing its activities.
Top Products and Market Share
Key Offerings
- Diversified Real Assets Portfolio: Offers investors exposure to a diversified portfolio of real estate, infrastructure, and natural resources assets. Given the fund's structure as a closed-end fund, market share data is less relevant than AUM, which is approximately $400 million. Competitors include other closed-end funds specializing in real asset securities, such as Cohen & Steers Infrastructure Fund (UTF).
Market Dynamics
Industry Overview
The real assets market includes investments in infrastructure, real estate, timber, agriculture, and other tangible assets. These assets often provide inflation protection and stable income streams.
Positioning
Brookfield Real Assets Income Fund is positioned as a vehicle for investors seeking income and capital appreciation through diversified exposure to real assets. Its competitive advantage lies in Brookfield's expertise in managing real asset investments.
Total Addressable Market (TAM)
The global real assets market is estimated to be in the trillions of dollars. RA aims to capture a portion of this market by offering a diversified investment strategy. RA is positioned to appeal to investors seeking income and inflation protection through alternative investments.
Upturn SWOT Analysis
Strengths
- Experienced management team (Brookfield)
- Diversified investment strategy
- Access to private real asset investments
- High current income potential
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Exposure to illiquid private investments
- Reliance on Brookfield's management expertise
Opportunities
- Growing demand for real asset investments
- Increasing interest rates (potential for higher yields)
- Expansion into new real asset sectors
Threats
- Economic downturn (negative impact on real asset values)
- Rising interest rates (increased borrowing costs)
- Increased competition from other real asset funds
Competitors and Market Share
Key Competitors
- UTF
- INF
- IGR
Competitive Landscape
RA benefits from Brookfield's reputation and expertise. However, UTF and INF may offer different asset allocations or investment strategies, appealing to diverse investor preferences.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and the fund's investment decisions.
Future Projections: Future projections are not explicitly available without analyst reports. It is expected that growth would correlate with infrastructure expansion globally.
Recent Initiatives: Recent initiatives are not publicly available.
Summary
Brookfield Real Assets Income Fund provides investors with exposure to real asset securities, primarily focusing on income generation. The fund's strength lies in its experienced management and diversified investment strategy. Potential risks include the closed-end fund structure and exposure to illiquid private investments. RA's future performance is linked to the overall real assets market dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Real Assets Income
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2016-12-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Brookfield Real Assets Income Fund Inc. is a closed ended fixed income mutual fund launched and managed by Brookfield Investment Management Inc. The fund is co-managed by Schroder Investment Management North America Inc. It invests in fixed income markets of the United States. The fund primarily invests in securities and other instruments of companies, which includes real estate securities, infrastructure securities, and natural resources securities. Brookfield Real Assets Income Fund Inc. was formed on December 2, 2016 and is domiciled in the United States.
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