Serenity Alternative Investments Blog - Q3 REIT Recap: Value Awakens, Employment Weakens
REITs were up 7.6% in Q3 and have returned 26.8% YTD.Data centers, after having been left for dead in 2018, have returned over 50% in 2019.Defensive positioning has become consensus, but some defensive REITs carry risk exposures that may not be properly discounted by the market.“Trying to lull us in, before the havoc begins, into a dubious state of serenity” Tool. Fear Inoculum: 7empest
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