Brookfield Asset Management Ltd. filings document material-event disclosures for a global alternative asset manager with Class A Limited Voting Shares listed under BAM. Recent Form 8-K reports cover operating results, shareholder voting matters, completed platform acquisitions, investment partnerships and debt financing activity.
The filing record includes disclosures on board-election vote results for Class A and Class B shareholders, senior notes issued under indenture supplements, press-release exhibits and capital-structure details. These filings also identify registered securities, governance matters and transaction-related events affecting Brookfield’s investment management platform.
Brookfield-affiliated entities reported a stock-based fee payment from Brookfield Real Estate Income Trust Inc. On January 21, 2026, the REIT issued 104,268.008 shares of Class I Common Stock to Brookfield REIT Adviser LLC as payment of the monthly management fee under their advisory agreement. The shares were valued at $10.431 per share.
Following this transaction, Brookfield REIT Adviser LLC indirectly held 318,917.841 Class I shares of the issuer. The filing notes these shares are held directly by the Adviser and indirectly through several Brookfield entities, including Brookfield Corporation and Brookfield Asset Management affiliates. The reporting persons state that they disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
Brookfield Asset Management Ltd. filed a current report to note that it issued a press release on January 9, 2026. The company says the press release is included as Exhibit 99.1 and is incorporated by reference into the filing. This update is presented under the "Other Events" section, indicating the disclosure of a company development without providing financial results or transaction details in the text provided.
Brookfield Asset Management Ltd. filed a current report to note that it issued a press release on January 8, 2026. The press release is attached as Exhibit 99.1 and is incorporated by reference, but the contents of that release are not described in this document. The filing is presented as an "Other Events" update, indicating a general corporate or informational announcement rather than a specific financial transaction or earnings release.
Brookfield Real Estate Income Trust Inc. reported an insider transaction involving its external adviser. On December 31, 2025, 313,603 shares of Class I common stock were redeemed at $10.431 per share. The shares were held by Brookfield REIT Adviser LLC, which received them as payment of the monthly management fee under the advisory agreement with the trust and its operating partnership.
After this redemption, 106,700 shares of Class I common stock remained beneficially owned indirectly, with the filing made jointly by multiple Brookfield entities as 10% owners. The reporting persons state that the shares are held directly by Brookfield REIT Adviser LLC and indirectly through a chain of Brookfield affiliates, and they disclaim beneficial ownership beyond their respective pecuniary interests.
Brookfield Asset Management affiliates filed an amended initial insider ownership report for Brookfield Real Estate Income Trust Inc. as directors and 10% owners, updating their indirect stakes as of 11/24/2025. They report beneficial ownership of 72,256 shares of Class E common stock held through BIM Capital LLC and 420,303 shares of Class I common stock held through Brookfield REIT Adviser LLC.
The filing details multi‑level ownership chains through several Brookfield entities and states that each reporting person disclaims beneficial ownership beyond its pecuniary interest. It also explains that this amendment is made solely to add Brookfield Public Securities Group Holdings LLC to the joint report, with certain other affiliates filing a separate report due to EDGAR limits on the number of reporting persons.
Brookfield Asset Management Ltd. filed a current report indicating that it issued a press release on December 9, 2025, classified as an "Other Event" under Item 8.01. The report mainly serves to attach this press release as Exhibit 99.1 for public reference.
Brookfield Asset Management Ltd. filed a current report to note that it issued a press release on November 26, 2025. The company is incorporated in British Columbia, Canada and its Class A Limited Voting Shares trade on the New York Stock Exchange under the symbol BAM.
Brookfield Asset Management Ltd. filed a current report to document that it issued a press release on November 19, 2025. The report is filed under the "Other Events" section, meaning it is used to formally place the press release into the public record as an exhibit.
Brookfield Asset Management Ltd. (BAM) completed a new debt financing, issuing US$600,000,000 of 4.653% senior notes due 2030 and US$400,000,000 of 5.298% senior notes due 2036.
The notes pay interest semi-annually, with the 2030 notes paying on May 15 and November 15 starting May 15, 2026, and the 2036 notes paying on January 15 and July 15 starting July 15, 2026.
BAM may redeem each series before maturity, initially at a make-whole price and later at 100% of principal plus accrued interest, and may also redeem if certain Canadian withholding tax changes occur. The indenture limits BAM’s ability to incur liens and requires an offer to repurchase the notes at 101% of principal plus accrued interest if specified change of control events occur.