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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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The Real Brokerage, Inc. - Common Shares
(NQ:
REAX
)
3.615
-0.245 (-6.35%)
Streaming Delayed Price
Updated: 3:03 PM EDT, Oct 29, 2025
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Press Releases about The Real Brokerage, Inc. - Common Shares
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The Pozek Group Rejoins The Real Brokerage to Accelerate Growth and Expand Presence
October 28, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s September Agent Survey: Optimism Improves as Transaction Activity Rebounds; Agents Highlight Value of Access to Capital
October 22, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Opens Investor Q&A Portal Ahead of Third Quarter 2025 Financial Results
October 21, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Launches Real Wallet Capital, an Industry-First Embedded Lending Solution for Agents
October 14, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host Third Quarter 2025 Earnings Conference Call
October 06, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Surpasses 30,000-Agent Milestone
September 24, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s August Agent Survey: Agents Remain Optimistic, While Commission Rates Remain Stable
September 22, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Award-Winning Landmark Group Joins The Real Brokerage, Bringing 250 Agents and a Legacy of Service
September 17, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Brokerage Welcomes The Collective Group, Washington State’s No. 3 Ranked Team Based on Transaction Volume
September 11, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Three Powerhouse Real Teams Unite to Form Benson Crew
August 22, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s July Agent Survey: Agent Optimism Index Jumps to Four-Month High as Transaction Activity Shows Signs of Improvement
August 20, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Launches Agent BreakThru, a Free 8-Week Coaching Experience to Drive Agent Productivity and Elevate the Industry
August 14, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Veteran Real Estate Coach and Business Builder Pam O’Bryant Launches High-Performance Team at Real
August 12, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Luxury Tapped to Lead Sales and Marketing for Bozeman Yards—Bozeman’s Boldest New Luxury Condo Development
August 11, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Announces Second Quarter 2025 Financial Results
August 07, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Showcase Real Estate Joins Real Under Private Label Program
August 06, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real to Present at the Oppenheimer 28th Annual Technology, Internet & Communications Conference
August 05, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Top-Ranked Northern Arizona Brokerage JBRE & Co. Joins Real
July 30, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Opens Investor Q&A Portal Ahead of Second Quarter 2025 Financial Results
July 29, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s June Agent Survey: Buyer Power Grows as Market Remains Subdued
July 22, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Top-Ranked Coastline Real Estate Group Joins Real
July 17, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host Second Quarter 2025 Earnings Conference Call
July 08, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Acquires Flyhomes’ Consumer Home Search Technology to Advance AI-Driven Home Buying Experience; Makes Strategic Investment
July 01, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Top-Producing Brokerage The Legacy Collective Joins Real
July 01, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s May Agent Survey: Market Momentum Slows as Buyer Leverage Grows
June 24, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Announces $150 Million Share Repurchase Authorization
May 30, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real to Present at the William Blair 45th Annual Growth Stock Conference
May 28, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s April Agent Survey: Market Momentum Slips, But Agents Remain Upbeat
May 21, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Announces First Quarter 2025 Financial Results
May 08, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real Opens Investor Q&A Portal Ahead of First Quarter 2025 Financial Results
April 30, 2025
From
The Real Brokerage Inc.
Via
Business Wire
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