Flagship Report
Sign Up
Log In
Upgrade
Search
Archive
Portfolios
Portfolios
lock-open

The Big Five REITs

Everyone should own these

lock

REITs

Underpriced REITs with excellent fundamentals

lock

Alternative Fixed Income

Bonds and preferred shares from the best REITs

lock

Small-Cap Momentum

Options-like returns at a much lower risk

lock

Small-Cap Deep Value

Combining the best of both worlds

Financial Conditions and Credit Spreads
Recommended Reading
Flagship Report

Premium Update

Small-Cap Deep Value Mid-Year Review

10 min read

Small-Cap Deep Value Mid-Year Review

By Tim Melvin
A Biotech Speculation That Fits the Quantitative Playbook

10 min read

A Biotech Speculation That Fits the Quantitative Playbook

By Tim 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.

By Tim Melvin
Credit And Our Income Portfolio Are In the Goldilocks Zone

17 min read

Credit And Our Income Portfolio Are In the Goldilocks Zone

By Tim 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

By Tim Melvin
A 77% Small-Cap Gain And A New Buy

10 min read

A 77% Small-Cap Gain And A New Buy

By Tim Melvin
Biotech Watchlist - 6/30/2026

4 min read

Biotech Watchlist - 6/30/2026

By Tim Melvin
REITs Are Recovering, And Our Portfolio Is Profiting

10 min read

REITs Are Recovering, And Our Portfolio Is Profiting

By Tim Melvin
June 2026 Deep Value Portfolio Review

4 min read

June 2026 Deep Value Portfolio Review

By Tim Melvin
A New Deep Value Play

8 min read

A New Deep Value Play

By Tim Melvin
Portfolio Additions

9 min read

Portfolio Additions

By Tim Melvin
Small Cap Momentum Update

15 min read

Small Cap Momentum Update

By Tim Melvin
Portfolio Position Review

16 min read

Portfolio Position Review

By Tim Melvin
The REIT World Splits In Two

13 min read

The REIT World Splits In Two

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

13 min read

Our Deep Value Portfolio Shines As This Bull Cycle Grows Old

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

10 min read

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

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

9 min read

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

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

31 min read

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

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

15 min read

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

By Tim Melvin
Income Portfolio Update: A Month to Remember

22 min read

Income Portfolio Update: A Month to Remember

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

15 min read

Another High-Yielding Income Play At A Discount

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

12 min read

A 10.5% Yield Addition to the Income Portfolio

By Tim Melvin
The Dawn of a New REIT Golden Age

41 min read

The Dawn of a New REIT Golden Age

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

18 min read

What the Iran Conflict Means for Our Income Portfolio

By Tim Melvin
Don't Panic - Profit

23 min read

Don't Panic - Profit

By Tim Melvin
Load more

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