Brookfield Corp. Files SC 13D/A Amendment

TL;DR

Brookfield Corp. filed an SC 13D/A amendment for Brookfield Real Estate Income Trust Inc. - ownership changes incoming.

AI Summary

Brookfield Corp. filed an amendment to its SC 13D on October 4, 2024, related to Brookfield Real Estate Income Trust Inc. The filing details changes in beneficial ownership among various Brookfield entities, including Brookfield Asset Management Ltd. and Oaktree Capital Group Holdings GP, LLC. The specific dollar amounts and percentage changes in ownership are not detailed in this excerpt.

Why It Matters

This filing indicates potential shifts in control or significant holdings within Brookfield Real Estate Income Trust Inc., which could impact its strategic direction and investor relations.

Risk Assessment

Risk Level: medium — Amendments to SC 13D filings often signal changes in significant beneficial ownership, which can lead to shifts in corporate control or strategy.

Key Players & Entities

• Brookfield Corp. /ON/ (company) — Filer of the SC 13D/A amendment
• Brookfield Real Estate Income Trust Inc. (company) — Subject company of the filing
• Brookfield Asset Management Ltd. (company) — Group member listed in the filing
• Oaktree Capital Group Holdings GP, LLC (company) — Group member listed in the filing

FAQ

Key Financial Figures

• $0.01 — suer) Class I common stock, par value $0.01 per share, Class S common stock, par va

Filing Documents

• d885691dsc13da.htm (SC 13D/A) — 365KB
• d885691dex991.htm (EX-99.1) — 20KB
• 0001193125-24-233004.txt ( ) — 388KB

From the Filing

SC 13D/A 1 d885691dsc13da.htm SC 13D/A SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* BROOKFIELD REAL ESTATE INCOME TRUST INC. (Name of Issuer) Class I common stock, par value $0.01 per share, Class S common stock, par value $0.01 per share, Class D common stock, par value $0.01 per share, Class T common stock, par value $0.01 per share, Class C common stock, no par value per share, and Class E common stock, no par value per share. (Title of Class of Securities) N/A (CUSIP Number) Swati Mandava Brookfield Corporation Brookfield Place, Suite 100 181 Bay Street, P.O. Box 762 Toronto, Ontario M5J 2T3 Tel: (416) 363-9491 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) February 20, 2024 (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See 240.13d-7 for other parties to whom copies are to be sent. * The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (the Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 1. Name of Reporting Person BROOKFIELD CORPORATION 2. Check the Appropriate Box if a Member of a Group (a)(b) 3. SEC Use Only 4. Source of Funds (See Instructions) OO 5. Check if Disclosure of Legal Proceeding Is Required Pursuant to Items 2(d) or 2(e) 6. Citizenship or Place of Organization ONTARIO Number of Shares Beneficially Owned By Each Reporting Person with 7. Sole Voting Power 0 8. Shared Voting Power 28,266,563 1 9. Sole Dispositive Power 0 10. Shared Dispositive Power 28,266,563 1 11. Aggregate Amount Beneficially Owned by Each Reporting Person 28,266,563 1 12. Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares 13. Percent of Class Represented by Amount in Row (11) 34.32%% of all outstanding shares of Issuer common stock 2 14. Type of Reporting Person CO 1. Amount includes 155,984 shares of the Issuers common stock that will be issued on or about October 21, 2024 pursuant to the Issuers distribution reinvestment plan related to such Reporting Persons, as discussed below. 2. Percentage based upon 82,353,758 outstanding shares of the Issuers common stock as of September 30, 2024 (including 263,308 shares of the Issuers common stock that will be issued on or about October 21, 2024 pursuant to the Issuers distribution reinvestment plan related to such Reporting Persons, as discussed below), based on information provided by the Issuer. 1. Name of Reporting Person BROOKFIELD HOLDINGS CANADA INC. 2. Check the Appropriate Box if a Member of a Group (a)(b) 3. SEC Use Only 4. Source of Funds (See Instructions) OO 5. Check if Disclosure of Legal Proceeding Is Required Pursuant to Items 2(d) or 2(e) 6. Citizenship or Place of Organization ONTARIO Number of Shares Beneficially Owned By Each Reporting Person with 7. Sole Voting Power 0 8. Shared Voting Power 27,614,924 1 9. Sole Dispositive Power 0 10. Shared Dispositive Power 27,614,924 1 11. Aggregate Amount Beneficially Owned by Each Reporting Person 27,614,924 1 12. Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares 13. Percent of Class Represented by Amount in Row (11) 33.53% of all outstanding shares of Issuer common stock 2 14. Type of Reporting Person CO 1. Amount includes 151,781 shares of the Issuers common stock that will be issued on or about October 21, 2024 pursuant to the Issuers distribution reinvestment plan related to such Reporting Persons, as discussed below. 2. Percentage based upon 82,353,758 outstanding shares of the Issuers common stock as of September 30, 2024 (including 263,308 shares of the Issuers common stock that will be issued on or about October 21, 2024 pursuant to the Issuers distribution reinvestment plan related to such Reporting Persons, as discussed below), based on information provided by the Issuer. 1. Name of Reporting Person BROOKFIELD CORPORATE TREASURY LTD. 2. Check the Appropriate Box if a Member o

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