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Month: July 2019

Q2 REIT Report – Warehouses Win and the Fed’s Fantasy Land

Q2 REIT Report – Warehouses Win and the Fed’s Fantasy Land

Q2 REIT Report – Warehouses win and the Fed’s Fantasy land • REITs returned 1.3% in Q2 bringing YTD returns to +17.8% • Property types with economic tailwinds outperformed in Q2, while regional malls and lodging lagged. • With economic data continuing to deteriorate, we believe defensive positioning is prudent.... read more

July 31, 2019 by Martin Kollmorgen No comment(s) REITs
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REIT Strategy I: Stacking the Deck - Systematic Value and Momentum

REIT Strategy I: Stacking the Deck - Systematic Value and Momentum

So here is a question. If you could remove any single card in a deck before playing blackjack against a dealer, which card would you choose? It’s not a trick question, there is an answer that maximizes your chances of winning. Take a minute to mull it over... read more

July 26, 2019 by Martin Kollmorgen No comment(s) REITs
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REITs: The Basics

REITs: The Basics

Welcome To The Concrete Jungle Real Estate is boring. That’s what I really thought. After spending a summer leafing through government leasing documents that were pretty clear, checking page after page for signatures, entering rent figures into excel, and trying to understand tenant improvements, it did not get my blood pumping. A 19-year-old needs more…

July 24, 2019 by Martin Kollmorgen No comment(s) REITs
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Understanding Quantitative Investing

Understanding Quantitative Investing

Source: Zacks | Repost SerenityAlts 7/17/19 Statistical analysis of the world’s economies and stock markets moved from academic abstraction to Wall Street reality during the second half of the 20th century, as computers became more powerful and less costly. Most investment management firms use this kind of quantitative analysis to inform their decision-making process, but…

July 17, 2019 by The Serenity Blog Team No comment(s) Quantitative Investing
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"Quantitative Value" - The Worst Kept Secret in Investing

"Quantitative Value" - The Worst Kept Secret in Investing

Source: BrokenLegInvesting | Re-Post SerenityAlts 7/17/19 As soon as we investors can accept that humanity’s ability to predict the future is limited at best, we can begin down the road to becoming a successful investor. In fact, as far as Klarman is concerned, the successful quantitative deep value investing supporter will live by one simple…

July 17, 2019 by The Serenity Blog Team No comment(s) Quantitative Investing
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