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Serenity Alternative Investments Blog - November REIT Recap: The End Of The Beginning

December 2020

posted by Serenity Alternative Investments Fund I
4yrs ago 246

Serenity Alternative Investments Blog - 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


  • PERFORMANCE – Serenity Alternatives Fund I returned +15.8% in November net of fees and expenses, bringing year to date returns to +14.9%. The FTSE NAREIT All Equity REITs Index returned +9.28% for the month and has returned -7.34% YTD. Fund I is now +22.2% ahead of the benchmark in 2020.


  • A NEW BEGINNING – The next multi-year bull market in REITs has begun. November’s strong performance validated the fact that REITs have the potential to move significantly higher over the next 5 years.


  • THE ROAR OF VALUE – Value REITs returned 31% in November while momentum REITs returned 4%. As REIT managers pivot towards cheaper REITs value should continue to work.


  • A LONG RUNWAY – Self-storage REITs illustrate the potential cash-flow growth that will propel REITs higher from 2021-2026.


Did you nail the bottom? Did you buy Office REITs before they went up 25% in November? What about Hotel REITs? They were up 44% in November. Mall REITs? Aren’t they dead? They returned 32% last month.


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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.