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    Dean Wilkinson

    Research Analyst at CIBC Capital Markets

    Dean Wilkinson is Managing Director and Head of Real Estate Research at CIBC Capital Markets, specializing in equity research for Canadian and U.S. real estate investment trusts (REITs) and related sectors. He covers prominent companies such as Brookfield and is recognized for maintaining an outperformer rating on the stock, with analysis projecting 17.63% upside potential. Wilkinson boasts a strong track record, holding a 100% success rate and an average return of 15.75% on rated stocks, ranking #3,730 out of 4,754 analysts. He began his career prior to joining CIBC in the spring of 2013, where he leads the Toronto-based real estate research team; he holds the Chartered Financial Analyst (CFA) designation.

    Dean Wilkinson's questions to Brookfield Asset Management (BAM) leadership

    Dean Wilkinson's questions to Brookfield Asset Management (BAM) leadership • Q2 2025

    Question

    Dean Wilkinson of CIBC Capital Markets asked if the recent base shelf filing, despite strong liquidity, could signal upcoming M&A opportunities that might add to fee-bearing capital.

    Answer

    CFO Hadley Peer Marshall clarified that the shelf filing is a standard measure to ensure liquidity for business growth, not for a specific large acquisition. She stated the focus is on funding organic growth, seeding new strategies, and opportunistically acquiring more stakes in partner managers, noting "there's nothing that we need to do" on the M&A front.

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    Dean Wilkinson's questions to BROOKFIELD Corp /ON/ (BN) leadership

    Dean Wilkinson's questions to BROOKFIELD Corp /ON/ (BN) leadership • Q3 2024

    Question

    Dean Wilkinson asked which of Brookfield's major components—property, Wealth Solutions, or carried interest—the market most misunderstands, contributing to the stock's discount to plan value. He also questioned if there were any tax or disposition gain implications from the reallocation of how Brookfield holds its BAM shares.

    Answer

    President Nick Goodman stated it's difficult to know what the market misunderstands but believes that continued execution across all business lines will ultimately close the valuation gap. Regarding the BAM shares, he confirmed the reallocation has no tax or accounting impact on Brookfield; the company will simply hold liquid Class A shares instead of privately held shares.

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    Dean Wilkinson's questions to Brookfield Property Partners (BPYPP) leadership

    Dean Wilkinson's questions to Brookfield Property Partners (BPYPP) leadership • Q2 2020

    Question

    Dean Wilkinson from CIBC asked for an update on the $5 billion retail revitalization plan and whether its investments were flowing to BPY's tenants. He also inquired about the approximate percentage of tenants that received rent abatements and if this figure correlated with the 15% of retailers that had not yet reopened.

    Answer

    CEO Brian Kingston clarified that the retail revitalization plan invests in retailers regardless of their landlord but noted that some investments have been made in BPY tenants due to existing relationships facilitating due diligence. He stated that more investments are expected as many are 'in the hopper.' Regarding abatements, Kingston explained they were concentrated among smaller, local tenants and restaurants based on their ability to pay. He confirmed the percentage of tenants receiving abatements was 'much smaller' and significantly lower than the 15% of unopened stores.

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    Dean Wilkinson's questions to Brookfield Property Partners (BPYPP) leadership • Q1 2020

    Question

    Dean Wilkinson of CIBC inquired about the percentage of BPY's tenant base that would qualify for the new retail revitalization program based on its sales threshold. He also asked about the general terms being negotiated in rent deferral agreements with tenants.

    Answer

    CEO Brian Kingston provided a rough estimate that between two-thirds and three-quarters of the tenant base would meet the program's sales threshold. He clarified that the demand for this capital would come from the 80% of tenants who had not paid rent. Regarding deferral agreements, Kingston noted that while it's early, the company's goal is the shortest repayment period possible, with an expectation that most deferrals would be repaid over the first 12 months after the properties reopen.

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