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…
Serenity Alts Blog
Q2 REIT Recap: Sherlock Holmes and Chinese Data Centers
It is becoming more and more of an obvious fact that the stock market cannot go down. Refrains of “don’t fight the fed”, “V-shaped recovery”, and “better than expected data” dominated the tape in Q2, leaving skeptics and bears lonely on the sidelines. The Nasdaq 100 index is making all-time highs and the S&P 500…
REIT Wars: The Fed vs Unemployment
The stock market has celebrated as the coronavirus in the United States has come under relative control, and states and cities have begun the re-opening process. Pent-up demand has given companies a bullish narrative to feed investors, with many companies referencing “traffic” or “demand” that was actually UP year over year in May. Does this…
A Unique Approach To REITs: Serenity Alternative Investments Fund I
Investing can often feel like gambling. Big bets, big risks, sometimes big wins, but more often steady losses. The only way to achieve lasting success is to truly tip the odds in your favor. To beat the dealer investors need to play the right game, and execute a proven strategy to near-perfection. The publicly traded…
Evaluating REITs In 2020: Patience, Perspective, Opportunity
In our modern world of Zoom meetings, same-day delivery, twitter, and streaming video, it’s not surprising that many investors lack patience. If my e-mail inbox is any indication, within the last two months, investors have gone from petrified to chomping at the bit, ready to snap up bargains across every asset class. Investing, unfortunately, is…