Video Update - The Huge Financial Shift That's About To Land

And how it'll affect our REIT portfolio

Author

Tim Melvin
September 10, 2024

Were you forwarded this email? Subscribe here for free.

Premium Video

Editor’s Note: As a subscriber to the free version of the Melvin Real Income Report, today you’re getting a sneak peek at Tim’s weekly video update. To get access to the video, please upgrade to Premium. Enjoy this preview!

As we approach mid-September 2024, the financial landscape is poised for significant shifts. The Federal Reserve is expected to implement a rate cut of at least 25 basis points in the coming week. While some speculate on a 50 basis point cut, we caution against hoping for such an aggressive move. A 50 basis point reduction would suggest the Fed is privy to troubling economic data, potentially signaling a darker outlook for markets, corporate earnings, and overall economic activity.

The consensus among astute market observers, including Torsten Slock of Apollo, who has demonstrated remarkable accuracy throughout the year, suggests we're nearing the end of the rate hike cycle. Barring an unexpected inflation shock, which seems unlikely given the consistent decline in energy prices, we anticipate rates will settle into a natural range of 3% to 3.5%. This projection aligns with the U.S. economy's sustainable long-term growth rate of approximately 2% annually.

Several factors are driving this trend…

Preview of Tim’s weekly video update, for Premium subscribers only. Upgrade now!

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.