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Default Rates
What We Buy Currently
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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Articles published by Sunrise Realty Trust, Inc.
Sunrise Realty Trust Commits $30.0 Million to a $45.0 Million Senior Bridge Loan to Refinance a Premier Retail Property in Houston, TX
October 27, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. and Tannenbaum Capital Group Provide Senior Loan Financing for CollectionSuites Projects in Florida
October 20, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Schedules Earnings Release and Conference Call for the Third Quarter Ended September 30, 2025
October 07, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $35.0 Million to a $370.0 Million First Mortgage Loan for the Financing of the Lofty & Standard in Miami, FL
September 29, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Announces Dividend for the Third Quarter 2025
September 15, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Announces Financial Results for the Second Quarter 2025
August 07, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Schedules Earnings Release and Conference Call for the Second Quarter Ending June 30, 2025
June 24, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Announces Dividend for the Second Quarter 2025
June 13, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Expands Revolving Credit Facility to $140 Million with Addition of EverBank as Joint Lead Arranger
May 29, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Expands Revolving Credit Facility to $90 Million with Addition of City National Bank as Joint Lead Arranger
May 20, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
EWBC
SUNS
Sunrise Realty Trust, Inc. Announces Financial Results for the First Quarter 2025
May 07, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Provides Preliminary Estimate of Distributable Earnings for the Quarter Ended March 31, 2025 and Discloses Other Information
April 22, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Schedules Earnings Release and Conference Call for the First Quarter Ending March 31, 2025
April 15, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Commits $46.5 Million as part of a $62.0 Million Senior Loan for The Bohéme in the Bishops Arts District of Dallas, Texas
March 18, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Announces Financial Results for Fourth Quarter and Year Ended 2024
March 06, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Schedules Earnings Release and Conference Call for the Fourth Quarter and Full Year Ending December 31, 2024
February 12, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Commits $44.0 Million to a Senior Loan for Shell Plaza at the River District in New Orleans, Louisiana
February 03, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Tannenbaum Capital Group Bolsters SUNS Investment Team with Appointment of Alfred Trivilino
January 30, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Inc. Originates $41.0 Million Bridge Loan for Dornin Investment Group on Mixed-Use Asset in One of South Florida’s Medical Hubs
January 29, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Prices Upsized Common Stock Offering
January 28, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Announces Launch of Common Stock Offering
January 21, 2025
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $32.0 Million in a Senior Loan for The Loren at Lady Bird Lake in Austin, Texas
December 13, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $13.0 Million in a Subordinate Loan for Excel Miami Apartments
November 18, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Announces the Successful Closing of a Senior Revolving Credit Facility up to $200 Million with an Initial $50 Million Commitment from East West Bank
November 07, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
EWBC
SUNS
Sunrise Realty Trust, Inc. Announces Financial Results for Third Quarter 2024
November 07, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $30.0 Million in a Senior Loan for Sixth & Rio Condominium Development in Fort Lauderdale
November 04, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Schedules Third Quarter 2024 Earnings Conference Call for November 7, 2024
October 08, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust, Inc. Provides Quarterly Business Update and Declares Dividends for Third and Fourth Quarters of 2024
August 14, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $40.0 Million in Credit Facility for Luxury Golf Community in Palm Beach County
August 06, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
Sunrise Realty Trust Commits $27.3 Million in a Senior Loan for the Thompson Hotel in San Antonio
August 01, 2024
From
Sunrise Realty Trust, Inc.
Via
GlobeNewswire
Tickers
SUNS
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