Brookfield

Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield will acquire Air Lease Corporation for approximately $7.4 billion, rebranding it as Sumisho Air Lease. The deal, expected to close in the first half of 2026, involves Sumisho Air Lease acquiring Air Lease’s orderbook, while SMBC Aviation Capital will service its portfolio. Apollo and Brookfield will provide capital for the acquisition. The new entity aims to capitalize on airline and investor demand with a fleet of new technology aircraft.

Duke Energy finalized a $6 billion deal with Brookfield, giving Brookfield a 19.7% stake in Duke Energy Florida (DEF). This partnership injects $4 billion into DEF’s $87 billion five-year capital plan to meet growing energy demand. Valued attractively, the deal raises Duke Energy’s FFO/Debt target by 100 bps to 15%, supporting a 5-7% EPS growth through 2029. Duke Energy retains majority ownership and operational control, with no workforce or leadership changes planned for DEF.