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Month: August 2020

Q2 REIT Earnings Update: Retail, Warehouse, and Lodging

Q2 REIT Earnings Update: Retail, Warehouse, and Lodging

The US economy in April and May felt a bit like that scene in Jurassic Park when the T-rex is smashing a Land Rover to smithereens and everyone is just trying to stay alive. The stock market was imploding, most major cities had issued shelter in place orders, and there was a general feeling that…

August 12, 2020 by Martin Kollmorgen No comment(s) REITs
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REIT Opportunity: Preparing For The Next Bull Market

REIT Opportunity: Preparing For The Next Bull Market

In the following piece, we blend REIT history with financial theory to tackle this difficult topic. The period spanning 2010 to 2016 was a recent period of extended outperformance for REITs relative to other asset classes, with the sector outperforming stocks and bonds for 5 out of 6 years. What propelled the sector higher during…

August 6, 2020 by The Serenity Blog Team No comment(s) REITs, Uncategorized
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