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| TOP PICK | 14.920 | Dennis Mitchell, CFA | (A Top Pick Aug 20/10. Up 5.79%. ) Trading back at 2007 levels. Cash flow has done nothing but grow and cash flow is higher. Merrill Lynch is leaving their Manhattan offices giving them about 2 million square footage that they will have to lease. NAV is about $18.50. Very cheap and worth about $20. | 2011-10-21 | |
| PAST TOP PICK | 17.030 | Dennis Mitchell, CFA | (A Top Pick July 15/10. Up 22.32%.) Great quality portfolio. AAA luxury offices in Toronto, Ottawa, Calgary, Manhattan and Washington. This would be a strong Buy now. | 2011-08-04 | |
| BUY | 19.090 | Paul Gardner, CFA | Brookfield Properties has done a lot of restructuring. It is a play on international, specifically in New York. The leasing market is now stable in New York and Chicago. Thinks BPO will outperform over the next few years. | 2011-05-17 | |
| PAST TOP PICK | 17.170 | Dennis Mitchell, CFA | (Top Pick Jan 19/10, Up 39%) Core holding, great company, low leverage, sustainable payout ratio. It is reaching full value so he doesn’t add to it. | 2010-11-17 | |
| TOP PICK | 14.120 | Dennis Mitchell, CFA | Good assets, good management, low payout and lower leverage. Entering into Australia. Divesting their residential business. Will be the global landlord for major companies. | 2010-08-20 | |
| HOLD | 15.590 | Colin Stewart | Very high-quality business. One of the largest office property owners in North America. About 3.5% dividend yield. | 2010-07-27 | |
| TOP PICK | 14.650 | Dennis Mitchell, CFA | Premier office portfolio, Toronto, Los Angeles, Manhattan and Ottawa. Great management, great balance sheet and low payout ratio. | 2010-07-15 | |
| BUY | 5.560 | Kevin O'Leary | 8.7% April, 2017 Bonds are giving a 12.25% yield to maturity. Trading at $67 and you hold until it matures. Good name but doesn’t trust the stock to move up significantly. | 2009-04-01 | |
| Comment | 5.660 | Paul Harris, CFA | Thinks the dividend is safe. Have some of the best assets. Sold his holdings because real estate was having difficulty, especially the high end where there were a lot of job losses. Owns Brookfield Asset Management (BAM-N), which owns almost 50%. | 2009-01-29 | |
| TOP PICK | 19.610 | Paul Harris, CFA | One of the largest commercial property owners globally. Trades at about 25% to 28% discounted to net asset value. Trades at 10X FFO. Yield of about 3%. Management has been buying back stock aggressively. | 2008-01-24 | |
| DON'T BUY | 19.130 | Ross Healy | One of the problems that faced real estate companies in recessions and real estate slowdowns is that stocks get pretty badly beaten up. There is still not much market value support underneath this company. Too early. | 2007-12-20 | |
| TOP PICK | 20.380 | Paul Harris, CFA | Real estate. Merrill Lynch is a big tenant of theirs and thinks they will re-sign with them. Have been buying back their stock aggressively. Trades at about a 20% discount to its net asset value. | 2007-12-13 | |
| TOP PICK | 24.310 | Dennis Mitchell, CFA | Permeir office portfolio in North America. Trading below net asset value. A name where you really can't go wrong. Some development risks, but look to be pretty well locked up. A name he really likes. | 2007-06-29 | |
| HOLD | 45.230 | Michael Sprung | An excellent company and excellent management of office properties. That market could be coming back again. | 2007-01-29 | |
| BUY | 40.480 | Charles Dillingham | One of the best operators around. Operates out of New York. Good balance sheet. Have a big play in Calgary. Top management. | 2007-01-12 |
