Total Return Model Portfolio - 12/19/2024

Author

Tim Melvin
August 26, 2024

Model 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.

I plan to focus the Real Income Report’s Premium Service around two portfolios: this one, devoted to total return, and one dedicated to earning a high current income.

In this total return portfolio, we are looking for REITs with solid fundamentals that are deeply undervalued. So let’s take a look at the current total return model portfolio, updated as of 12/19/2024:

Subscribe to Premium to read the rest.

Become a paying subscriber of Premium to get access to this post and other subscriber-only content.

Already a paying subscriber? Sign In.

A subscription gets you:

  • • No ads.
  • • Access to Tim's Total Return Model Portfolio, focusing on underpriced REITs with excellent fundamentals.
  • • Access to Tim's Real Income Model Portfolio, focusing on bonds and preferred shares issued by the best REITs in the country.
  • • Access to Tim's "REIT of the Week," where Tim picks the best-priced, highest quality REIT to buy every week.
  • • Exclusive weekly video (and transcript) from Tim with his analysis of the REIT sector, the economic trends affecting real estate, and updates on the stocks in the model portfolios.