200 distinct real estate companies across 19 different property types. 16.9% annualized returns from 2010-2015. 13.8% annualized returns from 2003-2008. A variety of companies that returned over 30% per year from 2011-2016. A concrete jungle of commercial real estate opportunities shrouded in a fog of industry jargon and data obscuring the path to success for the novice investor.
No matter how you describe the REIT market, two features tend to stand out. Complexity and opportunity.
REITs continuously produce huge winners, but throwing darts at such a diverse set of companies is likely to harm your portfolio. With a quantitative process designed to triangulate REITs that exhibit Value, Momentum, and Quality characteristics, Serenity Alternative Investments is built to help investors better navigate the REIT market.
The Bottom Line: REITs own the highest quality commercial real estate in the US, and we use a quantitative process to pick the best REITs. In the video below we detail the current opportunity in publicly traded REITs and how our process translates quantitative signals into a diversified portfolio in our flagship hedge fund.
In a world of low-interest rates and a disrupted private real estate market, REITs offer a compelling opportunity set for opportunistic investors. For more information regarding the REIT industry or our completely unique quant REIT hedge fund, please reach out to Martin Kollmorgen at Mdkollmorgen@SerenityAlts.com.
**All charts generated using data from Bloomberg LP, S&P Global, and Serenity Alternative Investments
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