Brookfield Perspectives Takeaways from Investor Day 2025: Brookfield Corporation
Sep 16, 2025
Nick Goodman, the President and CFO of Brookfield Corporation, shares insights from the recent Investor Day 2025. He discusses an impressive 22% yearly earnings growth and forecasts 25% growth driven by real estate and investment-led insurance. Goodman highlights a sustainable approach to retirement income and emphasizes how Brookfield Wealth Solutions aligns with policyholder needs. He also explores the cyclical nature of real estate investments, the importance of prime assets, and the company's optimism amid global trends like AI and aging demographics.
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Ambitious 25% Annual Earnings Target
- Brookfield expects to grow earnings ~25% annually over the next five years based on core business growth and capital allocation.
- The plan relies on real estate recovery, increasing carry interest, and disciplined capital allocation to drive returns.
Allocate Capital With Cycle-Aware Discipline
- Allocate capital to the highest and best use across the business at any point in the cycle.
- Use capital recycling, buybacks at deep value, and scaling of Wealth Solutions to surface cash and drive long-term returns.
Investment-Led Insurance Model
- Investment-led insurance pairs Brookfield's hard-asset investing with annuity-like products for retirees.
- The model prioritizes investment returns over leverage to deliver durable mid-teens ROE and stronger earnings quality.