Welcome to the Melvin Real Income Report

Your best source for real asset investing

Tim Melvin here. I recently parted ways with my publisher of several years. I wish them the best of luck.

As for me, my days of combing through 13F filings are far from over.

I'm still perfecting my stock screeners and pouring through financial statements.

In fact, I'm more excited than ever to be able to bring you my research and analysis of the best - and proven - ways to beat the market, directly. No middle-men, no bureaucracy.

Just you, me, and my editor.

I do it because I love this stuff.

I do it because you deserve to know how to grow your nest egg without the crap and the gambling.

And, yes, I do it to make some scratch - in fact, I believe we'll all make out very well here.

Here's what you can expect: The vast majority of my research will be available free of charge (including all the free issues currently available on the website right here). Follow this free advice and I have no doubt your portfolio will outperform the markets handsomely, and with less volatility to keep you up at night.

But it's when you chip in a little extra for my more focused portfolio when things will really take off. If you’ve seen my paid research before, you know what to expect:

In my Takeover Letter, I had two picks get taken over in less than a week from launch. My Small-Cap Value and Momentum Letter, as well as my income letters, I did even better.

Now I've gone and combined my best investing strategies for this exact moment in time in one place…

So let me welcome you to the weekly Melvin Real Income Report.

Why "Real" Income? What makes it real?

First, because we will invest in equity, debt, and preferred securities of real assets to produce high income rates. This includes assets like apartment buildings, pipelines, toll roads, solar farms, warehouses, shipping terminals, shopping centers, and other rebuilding projects, as well as critical infrastructure that produces cash flows.

Second, real estate and infrastructure income tends to be somewhat inflation-proof. When inflation is present, rents and fees tend to rise, increasing the cash being produced and paid to us as dividends.

It is income that should grow over time at a rate faster than the underlying economy and protect us from the devastating hidden tax of inflation.

Since I turned the first page of Marty Whitman's The Aggressive Conservative Investor in the late 1980s, I have used a credit-first approach to investing. Once the creditworthiness of the property, project, or company has been determined, I consider the price at which we can purchase the asset compared to the value of the assets producing the cash flows.

Many of my competitors will talk about trades that offer get-rich-quick possibilities, swing trading, and other fantasies.

Someone will get rich off those services, but the odds that it is you, the subscriber, are vanishingly small.

Rather than offer you pie in the sky, I want to show you how to build portfolios that use an ever-rising stream of income and the kind of long-term gains that are best achieved by buying great assets at great prices to deliver consistent double-digit returns.

Einstein once said that compound interest was the 8th wonder of the world. We will use consistent returns above the long-term return of the broader stock market to make that power work for us.

I have a long track record for doing exactly that, as you may have heard, and now it's time to make it work for you.

Tim Melvin
Editor, Melvin Real Income Report