A REIT Revolution: +5.11% in August, +15.36% YTD
“I found the crown of France in the gutter. I picked it up with the tip of my sword and cleaned it, and placed it atop my own head." –...
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Blogs
REITs Power Higher: +6.08% in July, +9.75% YTD
“I HAVE THE POWER!!!" – He-Man PERFORMANCE: Serenity Alternative Investments Fund I returned +6.08% net of fees in July vs the REIT index...
REITs: A Dual Threat +2.47% in June, +3.46% YTD
“If you look good, you feel good. If you feel good, you play good. If you play good, they pay good.” – Deion Sanders PERFORMANCE:...
Pounding the table on REITs: Dumb or Dumber? +1.87% in May, +1.01% YTD
"We got no food, we got no jobs, our pets heads are falling off!” – Lloyd Christmas: Dumb and Dumber PERFORMANCE: Serenity...
Turmoil and Progress: -5.4% in April, -0.85% YTD
“Economic progress, in capitalist society, means turmoil.” – Joseph Schumpeter PERFORMANCE: Serenity Alternative Investments Fund I...
Serenity + Blackstone? +1.15% in March, +4.8% YTD
“Veronica: Oh, well, when in Rome. Ron Burgundy: Yes? Please go on." - Anchorman PERFORMANCE: Serenity Alternative Investments Fund I...
REIT Acceleration: +2.87% in February, +3.6% YTD
“I think my acceleration is very good. That's the key for me. ” – Usain Bolt PERFORMANCE: Serenity Alternative Investments Fund I...
Serenity Now: Q1 2024 Mid-Quarter REIT Update
“Tomorrow does not exist. There is only now.” – James Clavell, Shōgun PERFORMANCE: Serenity Alternative Investments Fund I returned...
Navigating the Bottom: November 2023 in REITs
“Right full rudder, reverse starboard engine" – Captain Marko Ramius - The Hunt for Red October PERFORMANCE: Serenity Alternative...
The Winter of REIT Discontent: October 2023
“Now is the winter of our discontent…made glorious summer by this son of York – Shakespeare's Richard III PERFORMANCE: Serenity...
Value Traps, Star Destroyers, and a REIT Pep-talk: September 2023 in REITs
“IT’S A TRAP” – Admiral Akbar, Star Wars: Return of the Jedi PERFORMANCE: Serenity Alternative Investments Fund I returned +0.45% net of...
Enraged Bulls and Spartan Warriors: August 2023 in REITs
"SPARTANS...PREPARE FOR GLORY!” – Leonidas, 300 PERFORMANCE: Serenity Alternative Investments Fund I returned +0.77% net of fees in...
JULY 2023 in REITs: Maps, Zombies, and Buried Treasure
"Archeology is the search for fact, not truth…We do not follow maps to buried treasure, and “X” never, ever marks the spot.” – Indiana...
JUNE 2023 - REITs: Soft Landing or Recession?
"Success depends upon previous preparation, and without such preparation there is sure to be failure." - Confucius PERFORMANCE: Serenity...
MAY 2023 - REITs: Data Centers to the Rescue?
"Accept the challenges so that you can feel the exhilaration of victory" - George S. Patton PERFORMANCE: Serenity Alternative Investments...
REITs: An Upcoming Once in a Decade Opportunity?
"Keep calm and GET FIRED UP" - Ted Lasso PERFORMANCE: Serenity Alternative Investments Fund I returned -1.01% in April, while REITs...
BANKING CRISIS, OFFICE DISTRESS, WAR CHESTS: March 2023 in REITs
"Come with me if you want to live" - Kyle Reese, The Terminator (1984) PERFORMANCE: Serenity Alternative Investments Fund I returned...
WIND, RAIN, STORMS, AND THE ROCK: FEBRUARY 2023 NEWSLETTER
“The rain came down, the floods came, and the winds blew, and beat on that house; and it did not fall, for it was founded on the rock.” –...
IN SEARCH OF THE HOLY GRAIL: JANUARY 2023 NEWSLETTER
"Tis but a scratch!" - Monty Python and the Holy Grail PERFORMANCE: Animal spirits have returned! Re-capping a “risk-on” January. HAVE...
POISED TO STRIKE: Serenity's 2023 Outlook
“When you see a rattlesnake poised to strike, you do not wait until he has struck to crush him” – Franklin D. Roosevelt PERFORMANCE:...
ARTIFICIAL REIT-TELLIGENCE: November 2022 Newsletter
“Computers are incredibly fast, accurate, and stupid. Human beings are incredibly slow, inaccurate, and brilliant. Together they are...
THE WORLD IS CHANGED: THE GREAT CAP RATE RESET
“The world is changed. I feel it in the water. I feel it in the earth. I smell it in the air.” – Lord of the Rings: The Fellowship of the...
BEAR TO BULL MARKET TURNAROUND? SEPTEMBER 2022 NEWSLETTER
“Merciless is the law of nature, and rapidly and irresistibly we are drawn to our doom.” – Nikola Tesla REITS -30% - TIME TO BUY? – What...
THE BEAR AWAKENS - AUGUST 2022 NEWSLETTER
“I immediately regret this decision… these bears are massive…they looked a lot smaller from up there.” – Ron Burgundy: Anchorman THE BEAR...
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