Flagship Portfolio

Real estate has always been one of the best ways to make a fortune in the United States and, indeed, in most of the world.

Almost 20% of the billionaires on the Forbes 400 became part of the super-rich because of real estate.

Real estate is a cornerstone of wealth for the rest of the super-wealthy too, with almost all of them having significant real estate holdings in their portfolios.

In this alternative fixed income portfolio, we are looking for bonds and preferred shares issued by REITs and with solid fundamentals that are deeply undervalued. So let’s take a look at the current alternative fixed income model portfolio, updated as of 3/30/2026:

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  • REITs Portfolio — beats the S&P 500 by 10%+ annually since 1972
  • Alternative Fixed Income Portfolio — 10%+ yields, low drama
  • "Hyper-Accumulation" Small-Cap Momentum — beats market 16 of 20 years
  • Small-Cap Deep Value Portfolio — backtested to beat the market in almost every year
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More From Tim Melvin’s Flagship Report

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