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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

Recommended Reading
Tim Melvin
Top Stocks From A Star Investor You've Never Heard Of

Free Update

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Feb 19, 2026

Top Stocks From A Star Investor You've Never Heard Of

Won't go wrong with these

Tim Melvin
Tim Melvin
We're Adding 4 REITs to the Portfolio

REITs Portfolio Update

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Feb 18, 2026

We're Adding 4 REITs to the Portfolio

7%, even 8% yields

Tim Melvin
Tim Melvin
Market is Down But This Income Portfolio is Doing Great

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Feb 17, 2026

Market is Down But This Income Portfolio is Doing Great

Collect cash calmly

Tim Melvin
Tim Melvin
My First Love in Investing

Free Update

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Feb 11, 2026

My First Love in Investing

Deep value

Tim Melvin
Tim Melvin
Fundamentals First, Prices Confirm

Small-Cap Momentum Portfolio Update

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Feb 10, 2026

Fundamentals First, Prices Confirm

Small-Cap Momentum update

Tim Melvin
Tim Melvin
You Won't Make Money Doing What Everyone Else Does

Free Update

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Feb 9, 2026

You Won't Make Money Doing What Everyone Else Does

Be wary of tribes

Tim Melvin
Tim Melvin
This Is Your Once-In-A-Generation Small-Cap Opportunity

Small-Cap Deep Value Portfolio Update

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Feb 3, 2026

This Is Your Once-In-A-Generation Small-Cap Opportunity

But it's not for everyone

Tim Melvin
Tim Melvin
When the Smart Money Gets Smarter

Free Update

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Jan 28, 2026

When the Smart Money Gets Smarter

Following Insider Buying in Undervalued Banks and REITs

Tim Melvin
Tim Melvin
Double-Digit Income is Back - If You Know What You're Doing

Alternative Fixed Income Portfolio Update

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Jan 27, 2026

Double-Digit Income is Back - If You Know What You're Doing

Here's how to do it right

Tim Melvin
Tim Melvin
Quality Matters More Than Ever for REITs

REITs Portfolio Update

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Jan 20, 2026

Quality Matters More Than Ever for REITs

We're buying the good ones

Tim Melvin
Tim Melvin
How Buffett, Lynch, and Whitman Shaped My Approach to Small-Cap Investing

Free Update

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Jan 19, 2026

How Buffett, Lynch, and Whitman Shaped My Approach to Small-Cap Investing

Three Legends, One Framework

Tim Melvin
Tim Melvin
3 New Small-Cap Momentum Stocks We're Buying for 2026

Small-Cap Momentum Portfolio Update

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Jan 13, 2026

3 New Small-Cap Momentum Stocks We're Buying for 2026

And four to sell

Tim Melvin
Tim Melvin
Get My Picks – and Dozens More – in MoneyShow’s 2026 Report!

Free Update

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Jan 8, 2026

Get My Picks – and Dozens More – in MoneyShow’s 2026 Report!

Tim Melvin
Tim Melvin
This New Deep Value Play Works Because It's Not Fashionable

Small-Cap Deep Value Portfolio Update

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Jan 6, 2026

This New Deep Value Play Works Because It's Not Fashionable

Once they're "hot," it's too late

Tim Melvin
Tim Melvin
Why All Great Investors Ended Up Doing Philosophy

Free Update

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Jan 5, 2026

Why All Great Investors Ended Up Doing Philosophy

And how it helps us invest

Tim Melvin
Tim Melvin
How We Got Paid 10.33% While the Markets Went Crazy

Alternative Fixed Income Portfolio Update

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Dec 30, 2025

How We Got Paid 10.33% While the Markets Went Crazy

The income portfolio is a joy

Tim Melvin
Tim Melvin
Why 2026 Will Be the Year of REITs

REITs Portfolio Update

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Dec 23, 2025

Why 2026 Will Be the Year of REITs

We're positioned perfectly

Tim Melvin
Tim Melvin
Why One of Investing's Greatest Minds Bought Banks

Free Update

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Dec 22, 2025

Why One of Investing's Greatest Minds Bought Banks

And why we do too

Tim Melvin
Tim Melvin
1 New Small-Cap Buy as Momentum Remains in Charge

Small-Cap Momentum Portfolio Update

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Dec 16, 2025

1 New Small-Cap Buy as Momentum Remains in Charge

Several double-digit gains last month

Tim Melvin
Tim Melvin
Traveling This Week

Free Update

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Dec 15, 2025

Traveling This Week

No macro update

Tim Melvin
Tim Melvin
The Valuation Multiples That Actually Matter

Free Update

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Dec 9, 2025

The Valuation Multiples That Actually Matter

How to understand valuation

Tim Melvin
Tim Melvin
A Massively Underpriced Small-Cap Deep Value Play

Small-Cap Deep Value Portfolio Update

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Dec 8, 2025

A Massively Underpriced Small-Cap Deep Value Play

Now is the time to get in

Tim Melvin
Tim Melvin
2 New 12+% Income Plays to Add to Our Portfolio

Alternative Fixed Income Portfolio Update

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Dec 2, 2025

2 New 12+% Income Plays to Add to Our Portfolio

12.75% and 12.8% yield, and plenty of upside

Tim Melvin
Tim Melvin
Value After Hours with Tobias Carlisle, Jake Taylor and Yours Truly

Free Update

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Nov 26, 2025

Value After Hours with Tobias Carlisle, Jake Taylor and Yours Truly

Europe, Hong Kong, and Japan - oh my

Tim Melvin
Tim Melvin
The Time to Buy REITs is Now

REITs Portfolio Update

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Nov 25, 2025

The Time to Buy REITs is Now

Here's what we're buying

Tim Melvin
Tim 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