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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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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Essential Properties Realty Trust, Inc. Common Stock
(NY:
EPRT
)
31.42
-0.08 (-0.25%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 24, 2026
Add to My Watchlist
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All News about Essential Properties Realty Trust, Inc. Common Stock
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3 Future Breakout Stocks That Wall Street Is Already Loving
↗
May 17, 2024
These three breakout stocks to buy aren’t obvious, but Wall Street likes them enough for most analysts to rate them a Buy.
Via
InvestorPlace
5 REITs That Just Received Price Target Increases
↗
May 14, 2024
Via
Benzinga
NYSE:EPRT—A High-Growth Stock Gearing Up for Its Next Upward Move.
↗
May 14, 2024
ESSENTIAL PROPERTIES REALTY (NYSE:EPRT) qualifies as a high growth stock and is consolidating.
Via
Chartmill
Expert Ratings For Essential Props Realty
↗
May 10, 2024
Via
Benzinga
Digital Realty Trust Stock Sees RS Rating Jump To 83
↗
May 06, 2024
A Relative Strength Rating upgrade for Digital Realty Trust shows improving technical performance.
Via
Investor's Business Daily
These 3 Real Estate Stocks With Over 4% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
↗
May 01, 2024
Via
Benzinga
Deep Dive Into Essential Props Realty Stock: Analyst Perspectives (4 Ratings)
↗
March 07, 2024
Via
Benzinga
Earnings Scheduled For February 14, 2024
↗
February 14, 2024
Companies Reporting Before The Bell • Sony Group (NYSE:SONY) is projected to report quarterly earnings at $1.65 per share on revenue of $24.62 billion.
Via
Benzinga
Evaluating Essential Props Realty: Insights From 6 Financial Analysts
↗
February 13, 2024
Via
Benzinga
EPRT Stock Earnings: Essential Props Realty Misses EPS, Beats Revenue for Q1 2024
↗
April 24, 2024
EPRT stock results show that Essential Props Realty missed analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Essential Properties Announces First Quarter 2024 Results
April 24, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Digital Realty Stock Near 2-Year High After Amazing Profit Reversal
↗
April 19, 2024
Watchlist candidate Digital Realty did an amazing about-face in earnings growth. Digital Realty stock got a rating upgrade Monday.
Via
Investor's Business Daily
Essential Properties Realty Trust, Inc. to Report First Quarter 2024 Results on April 24, 2024
March 28, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Citigroup Upgrades Six REITs In One Morning
↗
March 25, 2024
Via
Benzinga
5 Analysts Have This To Say About Essential Props Realty
↗
January 08, 2024
Via
Benzinga
What 4 Analyst Ratings Have To Say About Essential Props Realty
↗
November 29, 2023
Via
Benzinga
Taco John’s Taps Heather Neary as President and CEO to Usher in New Era of Growth for Popular Quick-Service Mexican Food Franchise
March 20, 2024
From
Taco John's
Via
GlobeNewswire
Essential Properties Realty Trust, Inc. Announces Pricing of Upsized Public Offering of Common Stock
March 11, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Essential Properties Realty Trust, Inc. Announces Public Offering of Common Stock
March 11, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
3 Deeply Discounted REITs to Buy
↗
March 09, 2024
All three of these REITs are trading at intriguing valuations.
Via
The Motley Fool
Essential Properties Realty Trust, Inc. Announces Quarterly Dividend of $0.285 per Share for the First Quarter of 2024
March 07, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Essential Properties Realty Trust, Inc. Announces Executive Promotions
February 26, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Essential Properties Announces Fourth Quarter 2023 Results
February 14, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Essential Properties Realty Trust, Inc. Announces 2023 Dividend Tax Status
January 29, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Why Super Micro Computer Shares Are Trading Higher By Over 12%; Here Are 20 Stocks Moving Premarket
↗
January 19, 2024
Shares of Super Micro Computer, Inc. (NASDAQ: SMCI) rose sharply in pre-market trading after the company announced updated financial guidance for the second-quarter, which surpassed its previou
Via
Benzinga
Essential Properties Realty Trust, Inc. to Report Fourth Quarter 2023 Results on February 14, 2024
January 04, 2024
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
Jim Cramer Says Move On From This Energy Stock: 'It's Moved Too Much'
↗
January 03, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer recommended moving on from Tidewater Inc. (NYSE: TDW). "It’s moved too much," he added.
Via
Benzinga
If You Invested $10,000 In Essential Properties Realty Trust Five Years Ago, Here's How Much Money You Would Have Today
↗
December 28, 2023
Via
Benzinga
Three REITs That Recently Announced Dividend Hikes - One Now Yielding 6.9%
↗
December 08, 2023
Via
Benzinga
Essential Properties Realty Trust, Inc. Increases Quarterly Dividend to $0.285 per Share, a 1.8% Increase Over Prior Quarter
December 04, 2023
From
Essential Properties Realty Trust, Inc.
Via
Business Wire
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