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…
Tag: Quantitative Investing
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…
What Does A Serenity Portfolio Look Like?
Albert Einstein was famous for his thought experiments. Mathematical equations were not relegated to the paper they were written on, he actively visualized them in order to fully understand them. Things become more real and tangible in three-dimensional space, and investors can take a cue from the great German physicist when thinking about their portfolios.…
Q2 REIT Report – Warehouses Win and the Fed’s Fantasy Land
Q2 REIT Report – Warehouses win and the Fed’s Fantasy land • REITs returned 1.3% in Q2 bringing YTD returns to +17.8% • Property types with economic tailwinds outperformed in Q2, while regional malls and lodging lagged. • With economic data continuing to deteriorate, we believe defensive positioning is prudent.... read more