Full-Cycle Investment Strategy slide image

Full-Cycle Investment Strategy

We like both types of businesses: Brownfield investments (Triton) Going-in FFO accretion Brownfield Characteristics Significant Impact on growth profile Lowers future growth Leverage levels Representative Triton International Going-in yield> 15% Lower given current economic environment Investment grade Incorporated in valuation Captured Reflected in acquisition multiple Brookfield 48 42
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