The publicly traded REIT market offers a broad opportunity set for real estate investors to take advantage of. Even in times of crisis, there are REITs that can protect investor's capital, and opportunities to hedge by selling REITs short. For an expert view on current opportunities during a period of heightened volatility, contact Martin Kollmorgen…
Author: The Serenity Blog Team
Vornado's theMART - Still Relevant at 90
Iconic assets and visionary management teams are staples of the publicly traded REIT market. It’s not uncommon for REIT assets to create or transform entire neighborhood ecosystems. Finding access to these types of assets outside of the publicly traded REITs is almost impossible for non-institutional investors. Vornado (VNO) has done an incredible job re-vitalizing the…
U.S. REITs End 2019 With Double-Digit Returns
Many investors think they can safely ignore the publicly traded REIT market for various reasons. After a 28% surge in 2019, the opportunity cost of ignoring publicly-traded REITs should be evident. With industrial, data center, single family housing, and timber REITs all returning in excess of 40% over the last twelve months, many investors will…
Benefits of Low Capex Property Sectors In Your Portfolio
Cash flow is king in real estate, whether investing in properties directly or investing in the publicly traded REITs. High capital expenditure (capex) requirements are the main threat to cash flow in real estate portfolios, but are often glossed over since they don’t appear on the income statement. Seasoned investors appreciate how important preserving cash…
As Commercial Real-Estate Prices Fall, REITs Are Still A Smart Choice
The REIT market returned +1.3% in Q2 of this year, illustrating the fact that there is always opportunity in the REIT market, regardless of what is happening in the underlying commercial property market. As growth slows, there are REITs that will benefit from lower rates, and if growth re-accelerates there are REITs that can insulate…