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How to Rebalance Your Portfolio and Maximize Gains with a 1031 Exchange
Manage episode 475320688 series 1248804
When should you stick with a buy-and-hold strategy—and when is it smarter to sell and rebalance your portfolio? In this episode, we dive into the art of portfolio rebalancing, featuring insights from our expert Dallas property team leader, who manages a $40 million real estate portfolio. Learn how strategic selling and using a 1031 exchange can help you defer taxes and boost long-term returns. Plus, get a closer look at the Dallas real estate market and discover how to take advantage of new opportunities as a RealWealth member. Don’t miss this essential episode for real estate investors ready to grow smarter!
Listener Note: This is a rerun episode, originally published in 2024, information may have shifted since the original airdate.
LINKS:
JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1049
BOOK A CALL with an INVESTMENT COUNSELOR https://realwealth.com/account/schedule-a-strategy-session/
FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN
FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/
READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart
TOPICS DISCUSSED
- 02:28 Intro
- 05:15 Current Investments
- 11:10 Should You Pay Off Your Primary?
- 19:02 Growth in The Suburbs
- 24:19 Future of DFW
586 episodes
Manage episode 475320688 series 1248804
When should you stick with a buy-and-hold strategy—and when is it smarter to sell and rebalance your portfolio? In this episode, we dive into the art of portfolio rebalancing, featuring insights from our expert Dallas property team leader, who manages a $40 million real estate portfolio. Learn how strategic selling and using a 1031 exchange can help you defer taxes and boost long-term returns. Plus, get a closer look at the Dallas real estate market and discover how to take advantage of new opportunities as a RealWealth member. Don’t miss this essential episode for real estate investors ready to grow smarter!
Listener Note: This is a rerun episode, originally published in 2024, information may have shifted since the original airdate.
LINKS:
JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1049
BOOK A CALL with an INVESTMENT COUNSELOR https://realwealth.com/account/schedule-a-strategy-session/
FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN
FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/
READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart
TOPICS DISCUSSED
- 02:28 Intro
- 05:15 Current Investments
- 11:10 Should You Pay Off Your Primary?
- 19:02 Growth in The Suburbs
- 24:19 Future of DFW
586 episodes
All episodes
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