Nothing in investing hits as hard as the economic cycle. Recessions and recoveries can make or break an investing career. While avoiding a recessionary draw-down can make you a hero to your clients, conversely, losing money fighting an economic expansion can just as quickly tarnish your investing reputation. The cycle is undefeated, and investing against…
Tag: Quantitative Investing
REIT Recap 2020: What a year!
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…
REIT Strategy: Complexity and Opportunity
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…
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…
REIT Performance Q1 2020: Swans, Shorts, SAFE
The black swan! The global pandemic! What an easy lazy comparison to modern times. “We could have never seen this coming!” Said every talking head in the financial media over the last 6 weeks. I’m not terribly interested in the black swan facet of Taleb’s philosophy right now. Besides he’s already come out and said…