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.
The latest study from CEM Benchmarking, a pension investment consulting firm, shows that listed real estate outperformed every asset class except private equity from 1998 to the end of 2021.
Given all that, you probably won’t be surprised by what I say next: I think most investors should have a lot more of their money invested in REITs than traditional allocation models suggest.
In this total return REIT portfolio, we are looking for REITs with solid fundamentals that are deeply undervalued. So let’s take a look at the current REITs portfolio, updated as of 4/5/2026:
This is the part that matters.
No publisher. No overhead. Four strategies built to beat the market.
Get Full AccessPremium members get:
- Small-Cap Momentum Portfolio — beats the market 16 of the last 20 years
- Equity REITs Portfolio — beat the S&P 500 by 10%+ annually since 1972
- Small-Cap Deep Value Portfolio — Walter Schloss used this method to compound at 20% annually for 47 years
- Alternative Fixed Income Portfolio — 10%+ yields, low drama
- Weekly macro video — credit spreads, NFCI, and hard data. No noise, no politics.
- Daily credit spread dashboard — the data Tim uses to position every portfolio