Brookfield Oaktree Wealth Solutions redefines alternative investments for the individual investor. Offering institutional-caliber alternatives expertise and innovative solutions, we strive to meet and exceed our clients’ expectations.
We offer a broad array of innovative solutions across public and private markets to meet the needs of individual investors.
Eligible investors may access a diversified portfolio of private infrastructure equity and debt investments managed by Brookfield Infrastructure, one of the world’s largest infrastructure investors.
Qualified investors may access a range of focused private funds—including real estate, infrastructure and private equity—across the risk-return spectrum.
Income-focused investors who also seek long-term growth and downside protection may invest in our diversified portfolio of institutionally-managed real estate investments.
U.S.-based investors who seek real assets exposure may access our family of actively-managed mutual funds offering daily liquidity.
Those individuals who seek the benefits of real assets—income, capital appreciation and inflation protection—and desire daily liquidity, can invest in our family of actively-managed mutual funds.
U.S.-based investors who seek exposure to public and private credit opportunities across a global universe may invest in this interval fund.
Qualified investors may access powerful Oaktree strategies through private funds aligned with various investment objectives, liquidity profiles and investment horizons.
U.S.-based investors may access a diversified portfolio of income-generating private credit opportunities and high-quality public debt investments through a flexible, “all-weather” approach.
U.S. investors seeking emerging markets equity exposure can benefit from Oaktree’s global presence, bottom-up and value-driven approach .
The investment objectives, risks, charges, and expenses of the REIT, closed-end funds, and mutual funds hyperlinked to this website must be considered carefully before investing. The prospectus for each mutual fund contains the aforementioned information and other important information about each investment company, and the prospectuses may be obtained by calling 855.244.4859 or visiting www.brookfield.com. Read the applicable prospectus carefully before investing.
Hear from Bruce Flatt, Brookfield CEO and Howard Marks, Oaktree Co-Chairman and Founder.
Thought leadership, analysis and strategies for financial advisors to help their clients’ portfolios thrive.
With the U.S. economy expected to slow in 2023 and higher interest rates making borrowing more expensive for businesses, investors could be excused for being cautious about investing in such assets as high yield bonds and leveraged loans. However, there are three reasons for investors to be optimistic that, in the current environment, credit could help portfolios outperform.
Learn more about the asset class in this educational video.
After a period very strong growth, rental prices in many major U.S. cities are normalizing back to historical averages. However, we believe apartment demand can remain supported by several longer-term tailwinds, including affordability, demographics and supply trends. As a result, we maintain our strong conviction for high-quality multifamily properties.
Brian Kingston, CEO of Brookfield Real Estate and Zach Vaughan, Managing Partner, share their 2023 real estate outlook and why we believe 2023 represents one of the most attractive investment environments that we’ve seen in a long time.
The current reset in commercial real estate values has left some investors wondering if they should avoid the asset class. We believe that would be a mistake because allocating throughout the full market cycle (particularly in downturns) can help compound long-term returns. Experienced, operationally focused managers are well positioned to create long-term value for clients in the current environment.
Our infrastructure assets deliver essential goods and services around the world. In this video, we take you through a day in our transportation and logistics network.
History suggests that private equity investments launched during challenging market environments have historically performed well. Read more on the merits of private equity investing.
An interview with Chloe Berry, Managing Director in Brookfield’s Infrastructure Group, that discusses today’s market opportunity, why investors should consider allocating to infrastructure and Brookfield’s competitive edge.
Learn more about the Brookfield’s infrastructure capabilities in this video.
We are currently in the midst of an infrastructure “super-cycle,” as the world looks to modernize its Infrastructure. We believe that three main themes will continue to drive significant investment opportunity: Digitalization, Decarbonization and Deglobalization – ‘The Three Ds'
Learn more about the fundamentals of private credit in this educational video.
Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult.
We explain the benefits of private real estate and why we believe it should have a place alongside stocks and bonds in a well-diversified investment portfolio.
While rising inflation is leading to higher prices for everything from snacks to used trucks over the short term, we believe mark-ups are unlikely to prove transitory in at least one area: the credit markets
Our real estate experts share insights on U.S. real estate markets.
Our Q&A explores what distinguishes Brookfield’s approach to private equity investing.
We believe adding real assets to a traditional portfolio may reduce volatility and increase returns.
Brookfield Oaktree Wealth Solutions’ flagship infrastructure offering for private professional wealth investors is managed by Brookfield, one of the world’s largest and most experienced investors, owners, and operators of infrastructure.
James Bruno has joined Brookfield Oaktree Wealth Solutions as Head of Product Development.
Brookfield Oaktree Wealth Solutions added two key hires to the APAC client relationship management team, who will support growth in Greater China and Southeast Asia.
Brookfield Oaktree Wealth Solutions is expanding their RIA sales and support team in the United States to meet the regional growth of the RIA market.
The joint venture has hired sales staff from Morgan Stanley and Starwood.
Amid uncertainty in a rising rate and inflationary environment, the real estate investment giant sees potential opportunity for income in debt strategies.
Brookfield Oaktree Wealth Solutions is increasing its Canadian presence to offer more unique alternative options to advisors in this market
“Alternatives in different vehicles and structures make sense in almost everybody’s portfolio,” according to David Levi, Head of Brookfield Oaktree Wealth Solutions.
Brookfield Oaktree Wealth Solutions seeks to offer global clients a suite of income-focused alternative investment products, by marrying the strength and expertise of Brookfield Asset Management and Oaktree Capital Management.
David Levi, CEO: Brookfield Oaktree Wealth Solutions allows us to deliver the strengths and expertise of both Brookfield and Oaktree – and solutions across alternative investments – via a single team.
Individual investors may learn more by contacting their financial advisor.
The combined entity of Brookfield and Oaktree has resulted in one of the largest alternative asset managers in the world. Via Brookfield Oaktree Wealth Solutions, we aim to provide individual investors with unparalleled investment expertise and opportunity across real asset and credit strategies.
Brookfield Asset Management Inc. is a leading global alternative asset manager with approximately $750 billion in assets under management. The company has more than a 120-year history of owning and operating assets with a focus on real estate, renewable power, infrastructure and private equity. Brookfield offers a range of public and private investment products and services and is co-listed on the New York and Toronto stock exchanges under the symbol BAM and BAM.A, respectively. For more information, please visit our website at brookfield.com.
Oaktree Capital Group, LLC is a leader among global investment managers specializing in alternative investments, with $159 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,000 employees and offices in 19 cities worldwide. For additional information, please visit Oaktree's website at oaktreecapital.com.
Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC
Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield.
The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC
Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .
The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.
Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC
Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .
The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.
Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC
Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .
The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.
Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC
Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .
The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.
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