Source: BrokenLegInvesting | Re-Post SerenityAlts 7/17/19 As soon as we investors can accept that humanity’s ability to predict the future is limited at best, we can begin down the road to becoming a successful investor. In fact, as far as Klarman is concerned, the successful quantitative deep value investing supporter will live by one simple…
Serenity Alts Blog
New SEC Rule Changes May Benefit REITs

Source: JD Supra | Re-Post SerenityAlts 7/17/19 The Securities and Exchange Commission (“SEC” or “Commission”) recently proposed a number of changes to Regulation S-X and related rules and forms that could significantly streamline the requirements for filing financial statements in connection with significant acquisitions. If adopted in their current form, these changes would directly impact…
The 4th Quarter for the Economy: REIT signals are flashing “Buy”

REITs own some of the highest quality real estate in the world and are the only real estate investment option that offers daily liquidity and the ability to buy high-quality assets at a discount to their private market value. The REIT market has out-performed the S&P 500 since 1990, and REITs historically increase risk-adjusted returns…