DECIDE ON CHANGE INSTEAD OF DISASTER: MAY 2022 NEWSLETTER
“Some people don’t like change, but you need to embrace change if the alternative is disaster.” – Elon Musk • PERFORMANCE – Serenity...
top of page
Blogs
TO BUY REITS OR NOT TO BUY REITS: JUNE 2022 NEWSLETTER
“To be or not to be…that is the question” – Hamlet, Act 3, Scene 1 TO BUY REITS? – REITs are undeniably cheap relative to private market...
SURVIVE THEN THRIVE: NAVIGATING A POST-FED REIT MARKET
“Survival can be summed up in three words – never give up.” – Bear Grylls PERFORMANCE – Serenity Alternative Investments Fund I returned...
PATIENCE AND FRAGILITY: MARCH 2022 NEWSLETTER
“You cannot say with any reliability that a certain remote event or shock is more likely than another … but you can state with a lot more...
TIME TO DARE AND ENDURE: FEBRUARY 2022 NEWSLETTER
“This is no time for ease and comfort. It is time to dare and endure.” – Winston Churchill PERFORMANCE – Serenity Alternative Investments...
CREATIVITY AND FLEXIBILITY ARE REQUIREMENTS IN A HAWKISH MARKET - JANUARY 2022 NEWSLETTER
“That which is not good for the bee-hive cannot be good for the bees.” – Marcus Aurelius • PERFORMANCE – Serenity Alternative Investments...
A CINDERELLA STORY: DECEMBER 2021 NEWSLETTER
“HE GOT ALL OF THAT ONE!” – Bill Murray as Carl Spackler in Caddyshack • PERFORMANCE – Serenity Alternative Investments Fund I returned...
DID YOU PANIC? YOU SHOULD THINK AGAIN - NOVEMBER NEWSLETTER
“And now for something completely different” – Monty Python PERFORMANCE – Serenity Alternative Investments Fund I returned -0.76% in...
WHY REITS HAVE NOT REACHED THEIR PEAK - OCTOBER NEWSLETTER
“The mountain decides whether you climb or not. The art of mountaineering is knowing when to go, when to stay, and when to retreat.” – Ed...
A BRAVE NEW REIT WORLD - SEPTEMBER 2021 NEWSLETTER
• PERFORMANCE – Serenity Alternative Investments Fund I returned -3.40% in September net of fees and expenses. Year to date the fund has...
FREE YOUR MIND - SERENITY JULY/AUGUST NEWSLETTER
“You have to let it all go, Neo. Fear, doubt, and disbelief, Free your mind.” Morpheus – The Matrix • PERFORMANCE – Serenity Alternative...
REIT-HOUSE BLUES: JUNE 2021 NEWSLETTER
“Let it roll, baby, roll Let it roll, baby, roll.” – Roadhouse Blues – The Doors • PERFORMANCE – Serenity Alternatives Fund I returned...
ROCKY-LIKE REIT UNDERDOGS FOR THE CURRENT CYCLE: MAY 2021 NEWSLETTER
• PERFORMANCE – Serenity Alternatives Fund I returned +0.99% in May net of fees and expenses versus the FTSE NAREIT REIT index at +0.82%....
BIKES, PHYSICS, TAXES: MARCH 2021 NEWSLETTER
PERFORMANCE: – Serenity Alternatives Fund I returned +5.8% in March net of fees and expenses versus the FTSE NAREIT REIT index at +5.5%....
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...
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...
bottom of page