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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
Bond Fund Seminar
RSVP-Signup Form
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The Real Brokerage, Inc. - Common Shares
(NQ:
REAX
)
2.570
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 14, 2026
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All News about The Real Brokerage, Inc. - Common Shares
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Lucky Strike, Latham, The Real Brokerage, and Marriott Vacations Stocks Trade Down, What You Need To Know
April 07, 2026
What Happened? A number of stocks fell in the afternoon session after geopolitical tensions spiked following a strict deadline set for Iran. President Trump ...
Via
StockStory
Topics
Economy
Government
Randy Anaya Brings 65-Agent Equity Realty Group to The Real Brokerage
April 07, 2026
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host First Quarter 2026 Earnings Conference Call
April 06, 2026
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Named to Financial Times List of The Americas’ Fastest Growing Companies 2026
April 02, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Real Brokerage Inc. (NASDAQ:REAX) Reports Q4 Revenue Beat and Narrowing Loss
↗
March 04, 2026
Via
Chartmill
The Onyx Realty Group Joins The Real Brokerage
March 27, 2026
From
The Real Brokerage Inc.
Via
Business Wire
1 Cash-Producing Stock with Competitive Advantages and 2 We Brush Off
March 20, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Not...
Via
StockStory
Real Wallet Wins 2026 FinTech Breakthrough Award for Pioneering Embedded Finance in Real Estate
March 19, 2026
From
The Real Brokerage Inc.
Via
Business Wire
1 Cash-Heavy Stock to Target This Week and 2 We Question
March 19, 2026
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face c...
Via
StockStory
Legends Real Estate Group, Led by Visionary Founder Larissa Benson, Joins The Real Brokerage
March 17, 2026
From
The Real Brokerage Inc.
Via
Business Wire
1 Stock Under $10 for Long-Term Investors and 2 Facing Challenges
March 17, 2026
Stocks trading in the $1-10 range are generally smaller players with less risk than their penny stock counterparts. But that doesn’t mean the underlying busi...
Via
StockStory
Q4 Consumer Discretionary - Real Estate Services Earnings Review: First Prize Goes to The Real Brokerage (NASDAQ:REAX)
March 15, 2026
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...
Via
StockStory
Real’s Monthly Agent Survey: Agents Forecast Stronger Spring Selling Season
March 13, 2026
From
The Real Brokerage Inc.
Via
Business Wire
1 Consumer Stock with Solid Fundamentals and 2 We Turn Down
March 13, 2026
Consumer discretionary businesses are levered to the highs and lows of economic cycles. This sensitive demand profile can cause discretionary stocks to plumm...
Via
StockStory
Why The Real Brokerage (REAX) Stock Is Trading Up Today
March 12, 2026
What Happened? Shares of real estate technology company The Real Brokerage (NASDAQ:REAX) jumped 2.7% in the afternoon session after the U.S. Senate passed a ...
Via
StockStory
Topics
Government
World Trade
Real Appoints Jason Cassity as Chief Growth Officer, Strengthening Agent Voice in Executive Leadership
March 09, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Real Brokerage (REAX) Q4 2025 Earnings Transcript
↗
March 04, 2026
Real Brokerage (REAX) Q4 2025 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
The Real Brokerage (NASDAQ:REAX) Reports Upbeat Q4 CY2025
March 04, 2026
Real estate technology company The Real Brokerage (NASDAQ:REAX) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 44.1% yea...
Via
StockStory
The Real Brokerage Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
March 04, 2026
From
The Real Brokerage Inc.
Via
Business Wire
The Sandra Rathe Team Joins Real
March 03, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Earnings To Watch: The Real Brokerage (REAX) Reports Q4 Results Tomorrow
March 02, 2026
Real estate technology company The Real Brokerage (NASDAQ:REAX) will be reporting earnings this Wednesday before the bell. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Real Opens Investor Q&A Portal Ahead of Fourth Quarter and Full Year 2025 Financial Results
February 24, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Haley Garcia Brings Garcia Real Estate Group to The Real Brokerage
February 24, 2026
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage, Frontdoor, Dave & Buster's, American Outdoor Brands, and Monarch Shares Are Falling, What You Need To Know
February 23, 2026
A number of stocks fell in the afternoon session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court...
Via
StockStory
Topics
Economy
Government
World Trade
1 Russell 2000 Stock with Exciting Potential and 2 That Underwhelm
February 22, 2026
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher...
Via
StockStory
Bachman Realty Group Joins The Real Brokerage
February 19, 2026
From
The Real Brokerage Inc.
Via
Business Wire
1 Growth Stock to Add to Your Roster and 2 We Brush Off
February 11, 2026
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who...
Via
StockStory
The Real Brokerage Announces That Agent Leader Ken Pozek Has Joined Its Board of Directors
February 11, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Real’s Monthly Agent Survey: Optimism Hits 11-Month High as Agents Anticipate a 2026 Recovery
January 29, 2026
From
The Real Brokerage Inc.
Via
Business Wire
Real Estate Services Stocks Q3 Earnings: Howard Hughes Holdings (NYSE:HHH) Firing on All Cylinders
January 27, 2026
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the real estate services stocks, including Howard Hughes Holdings (NYSE:HHH) and its peers.
Via
StockStory
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