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The Big Five REITs

Everyone should own these

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REITs

Underpriced REITs with excellent fundamentals

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Alternative Fixed Income

Bonds and preferred shares from the best REITs

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Small-Cap Momentum

Options-like returns at a much lower risk

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Small-Cap Deep Value

Combining the best of both worlds

Financial Conditions and Credit Spreads
Recommended Reading
Flagship Report

Archive

Browse through all of our previously written posts.

Small-Cap Deep Value Mid-Year Review

10 min read

Small-Cap Deep Value Mid-Year Review

ByTim Melvin
The Warning Lights Are Flashing Again

8 min read

The Warning Lights Are Flashing Again

ByTim Melvin
A Biotech Speculation That Fits the Quantitative Playbook

10 min read

A Biotech Speculation That Fits the Quantitative Playbook

ByTim Melvin
Real Estate Built America. REITs Let You Own a Piece of What Built It.

12 min read

Real Estate Built America. REITs Let You Own a Piece of What Built It.

ByTim Melvin
Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

8 min read

Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

ByTim Melvin
The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

8 min read

The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

ByTim Melvin
Credit And Our Income Portfolio Are In the Goldilocks Zone

17 min read

Credit And Our Income Portfolio Are In the Goldilocks Zone

ByTim Melvin
KKR Just Published Its Picks and Pans for the Next Decade

6 min read

KKR Just Published Its Picks and Pans for the Next Decade

ByTim Melvin
Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

10 min read

Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

ByTim Melvin
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This communication is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security, is not investment advice, and is not an offer or sale of a security or other products. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision.

All investments involve risk and the potential for financial loss, and the past performance of a security does not guarantee future results or returns. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website