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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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
RSVP-Signup Form
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The Real Brokerage, Inc. - Common Shares
(NQ:
REAX
)
3.690
+0.040 (+1.10%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Earnings Scheduled For March 6, 2025
↗
March 06, 2025
Via
Benzinga
The Real Brokerage Earnings: What To Look For From REAX
March 05, 2025
Real estate technology company The Real Brokerage (NASDAQ:REAX) will be reporting earnings tomorrow before the bell. Here’s what to expect.
Via
StockStory
Real Opens Investor Q&A Portal Ahead of Fourth Quarter & Full Year 2024 Financial Results
February 25, 2025
From
The Real Brokerage Inc.
Via
Business Wire
3 Reasons REAX is Risky and 1 Stock to Buy Instead
February 21, 2025
Over the last six months, The Real Brokerage’s shares have sunk to $5.55, producing a disappointing 9.6% loss - a stark contrast to the S&P 500’s 8.9% gain. This may have investors wondering how to...
Via
StockStory
Topics
Stocks
Real’s January Agent Survey: First Signs of Market Expansion in 2025
February 20, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Q3 Earnings Outperformers: Compass (NYSE:COMP) And The Rest Of The Real Estate Services Stocks
February 07, 2025
Looking back on real estate services stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Compass (NYSE:COMP) and its peers.
Via
StockStory
Winners And Losers Of Q3: Newmark (NASDAQ:NMRK) Vs The Rest Of The Real Estate Services Stocks
February 07, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the real estate services industry, including Newmark (NASDAQ:NMRK) and its peers.
Via
StockStory
The Real Brokerage (NASDAQ:REAX) Q3 Earnings: Leading The Real Estate Services Pack
February 06, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the real estate services industry, including The Real Brokerage (NASDAQ:REAX) and its peers.
Via
StockStory
Edmonton’s Top-Producing Independent Brokerage, YEGPro Realty, Joins Real
February 05, 2025
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host Fourth Quarter & Full Year 2024 Earnings Conference Call
January 30, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Record Start to 2025 Propels Real Over the 25,000-Agent Mark
January 23, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real’s December Agent Survey: Growing Optimism for Market Recovery
January 22, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Visionary Leader Ryan Rodenbeck Brings Spyglass Realty to Real
January 16, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Real to Present at the 27th Annual Needham Growth Conference
January 08, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Top-Performing Team The Burgman Group Joins Real
January 08, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Harvest Realty Brings 550 Agents and $2.4 Billion in 2024 Home Sales to Real
January 07, 2025
From
The Real Brokerage Inc.
Via
Business Wire
Q3 Earnings Outperformers: JLL (NYSE:JLL) And The Rest Of The Real Estate Services Stocks
December 25, 2024
Let’s dig into the relative performance of JLL (NYSE:JLL) and its peers as we unravel the now-completed Q3 real estate services earnings season.
Via
StockStory
The Real Brokerage Inc. Publishes Inaugural Sustainability Report
December 19, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Real’s November Agent Survey: Agents Anticipate Market Recovery in 2025
December 18, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Urban Nest, Las Vegas’ No. 1 Real Estate Branch, Joins Real
December 17, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Top-Producing ROVI Homes Joins Real
December 04, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Real Estate Services Stocks Q3 Highlights: RE/MAX (NYSE:RMAX)
December 03, 2024
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at RE/MAX (NYSE:RMAX) and the best and worst...
Via
StockStory
Real Estate Services Stocks Q3 Teardown: Anywhere Real Estate (NYSE:HOUS) Vs The Rest
November 29, 2024
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 Q3, starting with...
Via
StockStory
Real Estate Services Stocks Q3 In Review: Cushman & Wakefield (NYSE:CWK) Vs Peers
November 28, 2024
As the Q3 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 Cushman & Wakefield (NYSE:CWK) and its...
Via
StockStory
Q3 Earnings Outperformers: CBRE (NYSE:CBRE) And The Rest Of The Real Estate Services Stocks
November 28, 2024
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the real estate services stocks, including CBRE (NYSE:CBRE) and its peers.
Via
StockStory
Spotting Winners: Marcus & Millichap (NYSE:MMI) And Real Estate Services Stocks In Q3
November 26, 2024
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 Q3, starting with Marcus...
Via
StockStory
Real Ranked No. 38 Fastest-Growing Company in North America on the 2024 Deloitte Technology Fast 500™
November 21, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Real October Agent Survey Highlights Growing Optimism Despite Rising Mortgage Rates
November 20, 2024
From
The Real Brokerage Inc.
Via
Business Wire
Winners And Losers Of Q3: Opendoor (NASDAQ:OPEN) Vs The Rest Of The Real Estate Services Stocks
November 20, 2024
As the Q3 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 Opendoor (NASDAQ:OPEN) and its peers.
Via
StockStory
Q3 Rundown: Redfin (NASDAQ:RDFN) Vs Other Real Estate Services Stocks
November 19, 2024
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 Q3, starting with Redfin...
Via
StockStory
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