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Serenity Alternative Investments Blog - A Rare Opportunity: The 2021-2026 REIT Renaissance

November 2020

posted by Serenity Alternative Investments Fund I
4yrs ago 238

Serenity Alternative Investments Blog - A Rare Opportunity: The 2021-2026 REIT Renaissance


  • POST RECESSION POWERHOUSE – REITs on average have returned 19.6% per year during five-year periods following recessions since 1972.
  • INTEREST RATE BLISS– Low-interest rates are a boon for REITs, and usually translate into higher REIT multiples. Benchmark BAA rates suggest REIT values should be 33% higher.
  • CASH FLOW CONFUSION – REIT cash flows, in general, have likely already bottomed, but investor uncertainty has kept valuations depressed.
  • FINDING VALUE IN VALUE – Value strategies typically perform well following recessions, and many distressed REITs could double over the next 2-5 years.


No quote this month, no obscure movie references seamlessly woven into meta investing commentary, no tricks, no treats, no gimmicks. This month we get straight to the point.


This is the most compelling opportunity in REITs I have seen in my career. Period. End of sentence.


To see the entire post click here.

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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.