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Serenity Alternative Investments Blog - Benefits Of Low CAPEX Property Sectors In Your Portfolio

posted by Serenity Alternative Investments Fund I
4yrs ago 207

Serenity Alternative Investments Blog - Benefits Of Low CAPEX Property Sectors In Your Portfolio


Cash flow is king in real estate, whether investing in properties directly or investing in the publicly-traded REITs. High capital expenditure (Capex) requirements are the main threat to cash flow in real estate portfolios, but are often glossed over since they don’t appear on the income statement. Seasoned investors appreciate how important preserving cash flow is, and REIT performance over time supports this argument. For those investing in high yield, high Capex property types, it’s worth investigating how much cash your portfolio is truly generating.


Source: Nareit | Repost Serenity Alts 12/17/2019


Cedrik Lachance, director of REIT research at Green Street Advisors, participated in a video interview at Nareit’s REITworld: 2019 Annual Conference in Los Angeles.


Lachance discussed the work that Green Street has done in recent years on property sector allocation.


“A lot of investors have realized that the sector decision is at least as important as the securities decision that they’re making,” Lachance said. He added that Green Street has determined that low capital expenditure (capex) property sectors tend to provide much better performance over time. “It’s true historically and we think it’s going to be true for the long term as well,” he noted.


Meanwhile, Green Street recently changed its NAV-based pricing model used to arrive at REIT investment decisions. While cosmetic changes have been made in the past, this constitutes a full redevelopment of the model. The results speak for themselves, as Lachance noted that “we’re having one of our best stock picking years.”


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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.