THE DARK KNIGHT AND RISING RATES: FEBRUARY 2021 NEWSLETTER
“Always mind your surroundings.” – Henri Ducard, Batman Begins • PERFORMANCE – Serenity Alternatives Fund I returned +7.6% in February...
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GAMESTOP, CORONAVIRUS, AND A REIT TURNAROUND: JANUARY 2021 NEWSLETTER
PERFORMANCE – Serenity Alternatives Fund I returned -0.40% in January net of fees and expenses. SHORT SQUEEZE – Frenzied rallies in...
REIT RECAP 2020: WHAT A YEAR!
“All the world’s a stage, and all the men and women merely players.” – As You Like It – William Shakespeare • PERFORMANCE – Serenity...
NOVEMBER REIT RECAP: THE END OF THE BEGINNING
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” – Winston Churchill...
A RARE OPPORTUNITY: THE 2021-2026 REIT RENAISSANCE
** This newsletter was originally distributed to Serenity investors in November of 2020 POST RECESSION POWERHOUSE – REITs on average have...
ARE YOU INVESTING WITH AMBITION OR INTELLIGENCE? - JULY 2022 NEWSLETTER
“Accidents on big mountains happen when people’s ambitions cloud their good judgment. climbing is about climbing with heart and with...
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