SERENITY ALTERNATIVE INVESTMENTS

Quantitatively driven investing in irreplaceable commercial real estate

MARTIN D. KOLLMORGEN, CFA

CEO and Chief Investment Officer

OUR FIRM

Serenity was built by real estate investors for real estate investors. With over 40 years of experience in commercial real estate and significant capital invested alongside investors, our principals are committed to protecting client capital in bear markets and growing it during bull markets.

INVESTMENT PHILOSPHY

At Serenity we specialize in assembling REIT portfolios using historical data as our guide. By analyzing fundamental data using quantitative tools, we help our clients concentrate their exposure in high quality REITs with a history of growing the value of their real estate.

Meet the Team

CEO and Chief Investment Officer

MARTIN D. KOLLMORGEN, CFA

Martin Kollmorgen is the founder and Chief Investment Officer of Serenity Alternative Investments.

Chief Operating Officer

DAVID W. KOLLMORGEN

David is the Chief Operating Officer for Serenity Alternative Investments and oversees operations and fund-raising activities.

— Blogs

REITS DON’T GET NO RESPECT: +3.08% in July, +19.2% YTD

“My psychiatrist told me I was crazy and I said I want a second opinion. He said okay, you’re ugly too.” – Rodney Dangerfield PERFORMANCE: Serenity Alternative Investments Fund I returned +3.08% net of fees in July vs the REIT index which returned +2.28%. Year to date (YTD) the fund has returned +19.2% vs +20.3% for the REIT index. REITS DON’T GET NO RESPECT: Despite recent gains, REITs still trade at a historical earnings multiple discount to broader equities (the S&P 500).

PORTFOLIO FREEDOM: +3.67% in June, +15.6% YTD

“For you were called to freedom, brothers." – Galatians 5:13 PERFORMANCE: Serenity Alternative Investments Fund I returned +3.67% net of fees in June vs the REIT index which returned +3.09%. Year to date (YTD) the fund has returned +15.6% vs +17.6% for the REIT index. 2026 MID-YEAR REVIEW: Seniors Housing, Data Centers, and Lodging REITs continue to drive the Serenity portfolio. FREEDOM TO SHORT: The Data Center REITs have struggled recently along with the broader AI complex

UNDER THE RADAR REITS: +0.06% in May, +11.5% YTD

“BUELLER?...BUELLER?...BUELLER?" – Ferris Bueller's Day Off PERFORMANCE: Serenity Alternative Investments Fund I returned +0.06% net of fees in May vs the REIT index which returned -0.2%. Year to date (YTD) the fund has returned +11.5% vs +14.1% for the REIT index. BUELLER…BUELLER? Chinese Data Center company GDS Holdings (GDS) has flown under the radar amidst the Data Center craze. Investors might be sleeping on a new DC giant. ANYONE…ANYONE? Iron Mountain (IRM) is a compan

For more information, marketing materials or to schedule a call, fill out the form to the right.

SERENITY ALTERNATIVE INVESTMENTS

Quantitatively driven investing in irreplaceable commercial real estate

MARTIN D. KOLLMORGEN, CFA

CEO and Chief Investment Officer

OUR FIRM

INVESTMENT PHILOSPHY

Meet the Team

— Blogs

REITS DON’T GET NO RESPECT: +3.08% in July, +19.2% YTD

PORTFOLIO FREEDOM: +3.67% in June, +15.6% YTD

UNDER THE RADAR REITS: +0.06% in May, +11.5% YTD

For more information, marketing materials or to schedule a call, fill out the form to the right.

Contacts

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