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Serenity Alternative Investments Blog - What Does A Serenity Portfolio Look Like?

September 2019

posted by Serenity Alternative Investments Fund I
3yrs ago 186

Serenity Alternative Investments Blog - What Does a Serenity Portfolio Look Like?


“It was at this school that Einstein first engaged in the visualized thought experiment that would help make him the greatest scientific genius of this time: he tried to picture what it would be like to ride alongside a light beam” – Einstein: His Life and Universe by Walter Isaacson


Albert Einstein was famous for his thought experiments. Mathematical equations were not relegated to the paper they were written on, he actively visualized them in order to fully understand them. Things become more real and tangible in three-dimensional space, and investors can take a cue from the great German physicist when thinking about their portfolios. When you lift it off the page, what does your portfolio look like?


This thought experiment is particularly relevant in REITs, because these companies own physical assets. You can literally go and walk through the buildings that make up a REIT portfolio. So what would a Serenity Alternatives REIT portfolio look like? Below we’ve assembled a sample of REITs taken from our Serenity REIT model along with some visual aids.


As a quick aside before we delve deeper, the companies below do NOT represent a full REIT portfolio as we would construct it. Our process is complex and optimizes our portfolio over a set of more than 60 risk factors. The selected REITs below are a small sample of REITs that have scored highly in our model recently.


View the entire post 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.