Oppenheimer vs Brookfield Real Assets Income Fund

OPPENHEIMER HOLDINGS-CL A vs BROOKFIELD REAL ASSETS INCOM: This page compares business models, financial performance, and market context for the two organisations in a neutral, accessible way. Educational content, not financial advice.

OPPENHEIMER HOLDINGS-CL A vs BROOKFIELD REAL ASSETS INCOM: This page compares business models, financial performance, and market context for the two organisations in a neutral, accessible way. Educati...

About The Companies

Oppenheimer (OPY)

Oppenheimer Holdings (ticker: OPY) is a US-based independent investment bank and wealth manager offering advisory, capital markets, trading and wealth management services to individuals, institutions and corporations. With a market capitalisation around $720.13M, the firm is notable for its focus on personalised client services, middle-market M&A and equity underwriting, alongside a growing private client business. Revenue and profitability can be cyclical and sensitive to market volatility, interest rates and deal activity — factors that typically drive investment banking fees and trading income. Regulatory oversight and competition from larger global banks are ongoing considerations. For investors, OPY may appeal as a specialised, cyclical financial services exposure, but it carries risks typical of smaller-cap broker-dealers, including earnings variability and liquidity constraints. This summary is educational only and not personal advice; investors should consider their objectives, risk tolerance and do further research before acting.

Brookfield Real Assets Income Fund (RA)

Brookfield Real Assets Income (RA) is an income-focused fund managed within the Brookfield group that invests in a broad mix of real assets — such as infrastructure, commercial property, renewables and timber — aiming to generate cash distributions and long-term capital preservation. With a market capitalisation of about $726.6M, the fund may appeal to investors seeking diversified exposure to tangible assets that often behave differently to equities and bonds. Important considerations include the potential for share price to trade at a premium or discount to net asset value, the impact of interest rates and commodity cycles on valuations, and costs including management fees and any use of leverage. Past performance is not a guide to future returns. This summary is for educational purposes only and is not personalised investment advice; investors should consider their objectives, risk tolerance and consult a financial adviser where appropriate.

Comparison Snapshot

Key Financial Metrics

OPY

Metric

RA

$768.84M

Market Cap

$711.68M

N/A

Potential Profit

N/A

Analyst Rating

N/A

Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

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Published: August 28, 2025

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Capitalizing on the IPO Boom

A collection of carefully selected stocks that stand to benefit from the surging IPO market. Our professional analysts have identified the financial firms, exchanges, and investment banks that facilitate and profit from this increased capital raising activity.

Published: July 2, 2025

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Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

The President's removal of a Federal Reserve governor creates unprecedented uncertainty around the central bank's independence. This theme identifies companies that could benefit from the resulting market volatility and increased focus on financial compliance.

Published: August 28, 2025

Explore Basket

Capitalizing on the IPO Boom

A collection of carefully selected stocks that stand to benefit from the surging IPO market. Our professional analysts have identified the financial firms, exchanges, and investment banks that facilitate and profit from this increased capital raising activity.

Published: July 2, 2025

Explore Basket

Investment Analysis

Oppenheimer

OPY

Pros

Revenue grew 13.7% year-on-year in the third quarter of 2025, driven by strong investment banking activity.
Solid financial strength is indicated by a quick ratio above 3, suggesting robust liquidity.
High insider ownership of over 43% may align management interests with shareholders.

Considerations

Net income declined year-on-year in Q3 2025, partly due to higher compensation expenses linked to share price increases.
Quarterly EBITDA growth has been volatile, with recent quarters showing sharp declines and recoveries.
Market cap is relatively small, which may increase volatility and limit institutional investor interest.

Brookfield Real Assets Income Fund

RA

Pros

Offers a high dividend yield above 10%, attractive for income-focused investors.
Portfolio is diversified across real estate, infrastructure, and natural resources sectors, reducing single-sector risk.
Low beta of 0.71 suggests less volatility compared to broader equity markets.

Considerations

As a closed-end fund, its share price can trade at a significant premium or discount to net asset value.
Performance is sensitive to interest rate changes, which can affect fixed income and real asset valuations.
Limited transparency on earnings and revenue, with no clear forward-looking metrics available for recent periods.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

Capitalizing on the IPO Boom

Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

Capitalizing on the IPO Boom

Investment Analysis

Oppenheimer

Pros

Considerations

Brookfield Real Assets Income Fund

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

Oppenheimer vs Brookfield Real Assets Income Fund

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

Capitalizing on the IPO Boom

Which Baskets Do They Appear In?

Navigating Fed Independence Under Pressure

Capitalizing on the IPO Boom

Investment Analysis

Oppenheimer

Pros

Considerations

Brookfield Real Assets Income Fund

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What are the main business focuses of OPPENHEIMER HOLDINGS-CL A and BROOKFIELD REAL ASSETS INCOM?

How do liquidity indicators differ between the two stocks here?

What is insider ownership, and why is it noted for OPPENHEIMER HOLDINGS-CL A?

What does a high dividend yield mean for BROOKFIELD REAL ASSETS INCOM in this comparison?

How should one evaluate growth versus income indicators for these two stocks?

What risks accompany the volatility noted in quarterly EBITDA for OPPENHEIMER HOLDINGS-CL A?

How might market size and investor interest affect these two stocks?

What role do interest rates play for BROOKFIELD REAL ASSETS INCOM?

How should a reader interpret ‘limited transparency on earnings’ for BROOKFIELD REAL ASSETS INCOM?

Is it appropriate to directly compare a corporate entity with a closed-end fund in this context?

What does ‘valuation based on market cap versus net asset value’ imply in this page?

Educational disclaimer for this comparison page.

About The Companies

Comparison Snapshot