Author: Martin Kollmorgen
These Three REITs are up 50% YTD
While many investors view REITs as boring, bond-proxy, dividend stocks, - do not be fooled - there are many instances when the returns generated by REITs tell a different story. There is nothing boring about stock prices that are up 62%, 58%, and 54% over the course of less than a year. Contrary to popular…
Q3 REIT Recap: Value Awakens, Employment Weakens
In September the prog-rock band Tool blasted their way back into the music world with the release of a new album “Fear Inoculum.” It had been 13 years since the release of their last record. It is rare for a rock band to make headlines these days, which is why it was shocking to see…
Owning REITs in a Hedge Fund: The New Frontier
The investing landscape has changed meaningfully over the last 20 years. Gone are the days of calling your broker to buy or sell shares or looking up stock quotes in the daily newspaper. In the modern era, you can invest in almost any asset class, across any global market simply with the click of a…
What Does A Serenity Portfolio Look Like?
Albert Einstein was famous for his thought experiments. Mathematical equations were not relegated to the paper they were written on, he actively visualized them in order to fully understand them. Things become more real and tangible in three-dimensional space, and investors can take a cue from the great German physicist when thinking about their portfolios.…