Brookfield’s Bruce Flatt at PERE Europe Forum: Full interview

Real estate investment currently offers a uniquely accessible environment for generating high yields, as strong asset fundamentals combined with over-leveraged capital structures allow for significant returns with minimal risk. Bruce Flatt, CEO of Brookfield Asset Management, emphasizes that the primary function of private markets is to insulate institutional portfolios from the distracting volatility of public markets, a trend expected to drive a long-term migration of capital toward private assets. Beyond real estate, artificial intelligence stands as a fundamental catalyst for future growth; its application within established businesses will likely drive substantial margin improvements by optimizing operations and reducing costs. While global trade volatility and political shifts persist, long-term success remains rooted in investing in high-quality businesses and assets within stable jurisdictions, holding them for extended periods to capture value regardless of short-term market fluctuations.