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Serenity Investor Newsletter - October 2022 - The World Is Changed: The Great Cap Rate Reset
November 2022 - Hedge Fund
THE GREAT CAP RATE RESET – How does a “higher for longer” economy impact REITs? PUBLIC VS PRIVATE – In the aftermath of 2008, how did commercial real estate pricing evolve in the private and public markets? What should we expect for REITs from 2023-2025?TURN OF THE TIDES? – Could pricing power be returning to Data Center REITs? Why accelerating same-store metrics could be a game changer…
The easy money era of 2008-2021 profoundly impacted the US real estate market.
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