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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
Tim Melvin
The REIT World Splits In Two

REITs Portfolio Update

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May 5, 2026

The REIT World Splits In Two

Our portfolio is on the right side

Tim Melvin
Tim Melvin
Our Deep Value Portfolio Shines As This Bull Cycle Grows Old

Small-Cap Deep Value Portfolio Update

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Apr 29, 2026

Our Deep Value Portfolio Shines As This Bull Cycle Grows Old

That's exactly when our Small-Cap Deep Value portfolio shines most

Tim Melvin
Tim Melvin
It's A Great Time To Be An Income Investor: April Income Update Part 2

Alternative Fixed Income Portfolio Update

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Apr 22, 2026

It's A Great Time To Be An Income Investor: April Income Update Part 2

It's easier on the nerves, that's for sure

Tim Melvin
Tim Melvin
A Peaceful Month In The Markets - For Income Investors Like Us, That Is

Alternative Fixed Income Portfolio Update

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Apr 21, 2026

A Peaceful Month In The Markets - For Income Investors Like Us, That Is

Our Income Portfolio is a calm refuge

Tim Melvin
Tim Melvin
That 22% Dividend Yield Is a Warning Siren, Not a Buying Signal

Free Update

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Apr 20, 2026

That 22% Dividend Yield Is a Warning Siren, Not a Buying Signal

What a 70-page J.P. Morgan report says about mortgage REITs — and where the real opportunity actually is

Tim Melvin
Tim Melvin
15 Stocks To Play The Rewiring Construction Market

Free Update

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Apr 16, 2026

15 Stocks To Play The Rewiring Construction Market

It's not broken. It's changing.

Tim Melvin
Tim Melvin
Forget Geopolitics, Our Small-Cap Portfolio Is Up 7.3% In 30 Days

Small-Cap Momentum Portfolio Update

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Apr 14, 2026

Forget Geopolitics, Our Small-Cap Portfolio Is Up 7.3% In 30 Days

It's doing exactly what we want

Tim Melvin
Tim Melvin
The Retained Research Mandate is Not Me

Special Message

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Apr 9, 2026

The Retained Research Mandate is Not Me

Do not send money to this scammer

Tim Melvin
Tim Melvin
Small-Caps And Value Are About To Have Their Day In The Sun

Small-Cap Deep Value Portfolio Update

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Apr 7, 2026

Small-Caps And Value Are About To Have Their Day In The Sun

We're already making money

Tim Melvin
Tim Melvin
The Whole Paycheck - Why Shareholder Yield Beats Dividend Yield Every Time

Free Update

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Apr 6, 2026

The Whole Paycheck - Why Shareholder Yield Beats Dividend Yield Every Time

And 5 stocks that match the criteria

Tim Melvin
Tim Melvin
Income Portfolio Update: A Month to Remember

Alternative Fixed Income Portfolio Update

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Apr 1, 2026

Income Portfolio Update: A Month to Remember

Remember, but not fondly

Tim Melvin
Tim Melvin
20 Small-Cap Stocks Built to Turn $1 Into $100

Free Update

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Mar 31, 2026

20 Small-Cap Stocks Built to Turn $1 Into $100

This forgotten 80-year framework finds them

Tim Melvin
Tim Melvin
Another High-Yielding Income Play At A Discount

Alternative Fixed Income Portfolio Update

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Mar 31, 2026

Another High-Yielding Income Play At A Discount

The more, the merrier

Tim Melvin
Tim Melvin
A 10.5% Yield Addition to the Income Portfolio

Alternative Fixed Income Portfolio Update

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Mar 30, 2026

A 10.5% Yield Addition to the Income Portfolio

It trades at a discount, too

Tim Melvin
Tim Melvin
All You Need To Know About Markets This Week

Free Update

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Mar 27, 2026

All You Need To Know About Markets This Week

Know what you do not know

Lucky Oak Media LLC
Tim Melvin
Lucky Oak Media LLC, +1
The Dawn of a New REIT Golden Age

REITs Portfolio Update

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Mar 24, 2026

The Dawn of a New REIT Golden Age

The value is great, and markets are noticing

Tim Melvin
Tim Melvin
5 Stocks Benjamin Graham Would Have Loved

Free Update

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Mar 23, 2026

5 Stocks Benjamin Graham Would Have Loved

No heroes, just good deals

Tim Melvin
Tim Melvin
20 Great Global Stocks to Buy

Free Update

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Mar 18, 2026

20 Great Global Stocks to Buy

We're in the last inning of US stock exceptionalism

Tim Melvin
Tim Melvin
What the Iran Conflict Means for Our Income Portfolio

Alternative Fixed Income Portfolio Update

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Mar 17, 2026

What the Iran Conflict Means for Our Income Portfolio

10.18% yield from pipelines, royalties, mortgage REITs

Tim Melvin
Tim Melvin
Don't Panic - Profit

Small-Cap Momentum Portfolio Update

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Mar 10, 2026

Don't Panic - Profit

All war, all the time

Tim Melvin
Tim Melvin
5 Hugely Profitable Stocks You Haven't Heard Of

Free Update

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Mar 6, 2026

5 Hugely Profitable Stocks You Haven't Heard Of

Everything New Is Old Again

Tim Melvin
Tim Melvin
Quick Update From Our Latest REIT

REITs Portfolio Update

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Mar 3, 2026

Quick Update From Our Latest REIT

Dividend hike and strategic update

Tim Melvin
Tim Melvin
2 New Deep Value Buys As The Market Rewards (And Tests) Us

Small-Cap Deep Value Portfolio Update

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Mar 3, 2026

2 New Deep Value Buys As The Market Rewards (And Tests) Us

Deep Value in a Rotational Tape

Tim Melvin
Tim Melvin
The World's Best Credit Investor is Buying These 5 Income Stocks

Free Update

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Mar 2, 2026

The World's Best Credit Investor is Buying These 5 Income Stocks

10%+ yields on all five

Tim Melvin
Tim Melvin
Real Estate Isn't Booming - Yet

REITs Portfolio Update

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Feb 25, 2026

Real Estate Isn't Booming - Yet

Get in now before it does

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