Earnings season is a lot like a long homestand in August. Most nights nothing dramatic happens, a few players have a good week, and one guy strikes out three times and still helps you win.
This quarter our REIT portfolio delivered exactly that kind of stretch.
Six of the seven holdings covered below raised or tightened their 2026 outlook upward.
This is the part that matters.
No publisher. No overhead. Four strategies built to beat the market.
Get Full AccessPremium members get:
- Small-Cap Momentum Portfolio — beats the market 16 of the last 20 years
- Equity REITs Portfolio — beat the S&P 500 by 10%+ annually since 1972
- Small-Cap Deep Value Portfolio — Walter Schloss used this method to compound at 20% annually for 47 years
- Alternative Fixed Income Portfolio — 10%+ yields, low drama
- Weekly macro video — credit spreads, NFCI, and hard data. No noise, no politics.
- Quarterly biotech watchlist — smart money tracking, insider buying, a decade of backtested data. A hitlist, not a portfolio.
