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Serenity Alternative Investments Blog - U.S. REITS End 2019 With Double-Digit Returns

January 2020

posted by Serenity Alternative Investments Fund I
4yrs ago 216

Serenity Alternative Investments Blog - U.S. REITS End 2019 With Double-Digit Returns


Many investors think they can safely ignore the publicly traded REIT market for various reasons. After a 28% surge in 2019, the opportunity cost of ignoring publicly-traded REITs should be evident. With industrial, data center, single family housing, and timber REITs all returning in excess of 40% over the last twelve months, many investors will have to justify leaving these best in breed real estate companies out of their portfolios.


Source: Nareit | Repost Serenity Alts 1/15/2020


In 2019, the U.S. REIT market delivered double-digit returns across nearly all sectors, raised a record amount of market capital, and continued to provide strong dividend yields to income investors, according to Nareit.


“REITs in 2019 provided both the long-term growth and recurring income that characterizes real estate investment,” said Nareit President and CEO Steven A. Wechsler. “The REIT market’s performance underlines the value of REITs as a total return investment, delivering price appreciation in tandem with dividends critical for investors seeking income in today’s low interest rate environment.”


The FTSE Nareit All Equity REITs Index delivered a total return of 28.66% for 2019, with a 0.13% gain for the fourth quarter, the FTSE Nareit Mortgage REITs had a total return of 21.33% and a 5.20% gain for the fourth quarter, and the FTSE Nareit All REITs Index, which contains both equity and mREITs, had a total return of 28.07% for the year with a 0.55% gain for the fourth quarter. The S&P 500’s total return for 2019 was 31.49%, with a gain of 9.07% in the fourth quarter.


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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.