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home
about us
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Firm ADV PDFs
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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
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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
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TAF sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Marcus & Millichap, Inc. Common Stock
(NY:
MMI
)
26.18
-0.73 (-2.69%)
Streaming Delayed Price
Updated: 3:40 PM EST, Jan 9, 2026
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All News about Marcus & Millichap, Inc. Common Stock
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Marcus & Millichap’s IPA Capital Markets Division Arranges a $77.3 Million Non-Recourse Industrial Construction Loan in Savannah, Georgia
June 13, 2025
From
Marcus & Millichap
Via
Business Wire
3 Consumer Stocks with Questionable Fundamentals
June 10, 2025
The performance of consumer discretionary businesses is closely linked to economic cycles. Over the past six months, it seems like demand trends are working against their favor as the industry has...
Via
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Earnings Scheduled For May 7, 2025
↗
May 07, 2025
Via
Benzinga
3 High-Flying Stocks Skating on Thin Ice
June 09, 2025
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated...
Via
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1 Cash-Producing Stock with Impressive Fundamentals and 2 to Question
June 06, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
Institutional Property Advisors Brokers $137 Million Luxury Multifamily Asset Sale in Suburban Phoenix
May 19, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
IPA Capital Markets Arranges $720 Million Loan for Office-to-Residential Conversion of Former Pfizer Headquarters
May 19, 2025
From
Marcus & Millichap
Via
Business Wire
Madison Realty Capital Originates $720 Million Loan for Office-to-Residential Conversion of Former Pfizer Headquarters
May 19, 2025
Largest Financing Ever Secured for an Office-to-Residential Conversion in New York City
From
Madison Realty Capital
Via
GlobeNewswire
3 Small-Cap Stocks in the Doghouse
May 16, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
1 Hated Stock that Deserves a Second Chance and 2 to Brush Off
May 14, 2025
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps...
Via
StockStory
Topics
Intellectual Property
Marcus & Millichap (NYSE:MMI) Surprises With Strong Q1
May 07, 2025
Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 12.3% year on year to $145 million. Its GAAP...
Via
StockStory
Marcus & Millichap, Inc. Reports Results for First Quarter 2025
May 07, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
Institutional Property Advisors Names Head of Research and Strategy
May 13, 2025
From
Marcus & Millichap
Via
Business Wire
Marcus & Millichap Earnings: What To Look For From MMI
May 06, 2025
Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) will be reporting results tomorrow before market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
Marcus & Millichap Announces Senior Management Reorganization to Maximize Growth Opportunities
April 30, 2025
From
Marcus & Millichap
Via
Business Wire
Institutional Property Advisors Expands in Northern California
May 07, 2025
From
Marcus & Millichap
Via
Business Wire
Marcus & Millichap Brokers All Cash Seniors Housing Sale
April 25, 2025
From
Marcus & Millichap
Via
Business Wire
1 Unprofitable Stock with Promising Prospects and 2 to Approach with Caution
April 25, 2025
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Via
StockStory
Marcus & Millichap Brokers $59 Million Luxury Multifamily Asset Sale in Suburban Minneapolis
April 23, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap, Inc. to Report First Quarter 2025 Financial Results on Wednesday, May 7, 2025
April 23, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
3 Volatile Stocks with Red Flags
April 21, 2025
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Via
StockStory
Marcus & Millichap’s Institutional Property Advisors Hires National Director of Multifamily
April 17, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
Institutional Property Advisors Brokers Two Class A Office Tower Sale in Newport Beach, California
April 15, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
A Look Back at Real Estate Services Stocks’ Q4 Earnings: Offerpad (NYSE:OPAD) Vs The Rest Of The Pack
April 15, 2025
Looking back on real estate services stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Offerpad (NYSE:OPAD) and its peers.
Via
StockStory
3 Hated Stocks with Mounting Challenges
April 11, 2025
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
Institutional Property Advisors Brokers $58.1 Million Luxury Multifamily Asset Sale in Los Angeles
April 04, 2025
From
Marcus & Millichap, Inc.
Via
Business Wire
Winners And Losers Of Q4: CBRE (NYSE:CBRE) Vs The Rest Of The Real Estate Services Stocks
April 02, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how real estate services stocks fared in Q4, starting with CBRE...
Via
StockStory
3 Reasons to Sell MMI and 1 Stock to Buy Instead
March 28, 2025
Over the last six months, Marcus & Millichap shares have sunk to $35.58, producing a disappointing 10.2% loss - worse than the S&P 500’s 1.4% drop. This may have investors wondering how to approach the...
Via
StockStory
Topics
Stocks
Real Estate Services Stocks Q4 Results: Benchmarking RE/MAX (NYSE:RMAX)
March 28, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the real estate services industry, including RE/MAX (NYSE:RMAX) and its peers.
Via
StockStory
Q4 Earnings Highlights: The Real Brokerage (NASDAQ:REAX) Vs The Rest Of The Real Estate Services Stocks
March 27, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how The Real Brokerage...
Via
StockStory
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