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Serenity Alternative Investments Blog - Q2 REIT Report – Warehouses Win And The FED’s Fantasy Land
Hedge Fund Serenity Alternative Investments Fund I Views: 195

Serenity Alternative Investments Blog - Q2 REIT Report – Warehouses Win And The FED’s Fantasy Land

“The board is set, the pieces are moving” – Gandalf

– Lord of the Rings by JRR Tolkien

Q2 REIT Report – Warehouses win and the Fed’s Fantasy land

• REITs returned 1.3% in Q2 bringing YTD returns to +17.8%

• Property types with economic tailwinds outperformed in Q2, while regional malls and lodging lagged.

• With economic data continuing to deteriorate, we believe defensive positioni


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