Brookfield Infrastructure: Investment Grade Securities For 64 Cents On The Dollar

  • Brookfield Infrastructure grew its per unit FFO by 4 cents over its year-ago comp during its fiscal 2025 first quarter. Long-term contracted cash flows, inflation indexation, and broad geographic and infrastructure asset diversification help render BIP relatively recession-resistant. FFO per unit could still see growth through 2025, even if the US dips into a technical recession with the company currently paying out a 5.55% dividend yield.