Like all things, 2020 did not last forever. Its time has come to an end. We now have the opportunity to move forward, cautious, yet optimistic into a brighter-looking 2021. Last year our fund successfully protected, and then grew our client’s capital, setting us apart from Wall Street’s best REIT managers and validating our multi-faceted…
Serenity Alts Blog
November REIT RECAP: The End Of The Beginning
If you are suffering from feelings of ROMO (regret of missing out), you are in good company. Most REIT investors were not heavily allocated to ANY of the above property types going into last month. And for good reasons! Office REITs continue to suffer from low utilization, Hotel REITs are still mostly empty, and Mall…
A RARE OPPORTUNITY: The 2021-2026 REIT Renaissance
No quote this month, no obscure movie references are seamlessly woven into meta investing commentary, no tricks, no treats, no gimmicks. This month we get straight to the point. This is the most compelling opportunity in REITs I have seen in my career. Period. End of sentence. I can’t allude to it in passing anymore;…
Re-thinking Real Estate: Fake News and Distress in the REIT Market
“To know that we know what we know, and to know that we do not know what we do not know, that is true knowledge.” - Nicolaus Copernicus - How many times did you have to read that quote? In between all the knows and the do not knows, there is some beautiful ancient wisdom.…
August REIT Recap: When Will Then Be Now?
Investors are not a patient bunch. We want the next big move in the market, and we want it now. Unless that move goes against our positioning. Then we want time to stop and think…to reassess the environment so that we can get to the right answer. Unfortunately, the market rarely cooperates. As the old…