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Content provided by Rich and Kathy Fettke and Kathy Fettke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich and Kathy Fettke and Kathy Fettke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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How to Rebalance Your Portfolio and Maximize Gains with a 1031 Exchange

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Manage episode 475320688 series 1248804
Content provided by Rich and Kathy Fettke and Kathy Fettke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich and Kathy Fettke and Kathy Fettke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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
  continue reading

586 episodes

Artwork
iconShare
 
Manage episode 475320688 series 1248804
Content provided by Rich and Kathy Fettke and Kathy Fettke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich and Kathy Fettke and Kathy Fettke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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
  continue reading

586 episodes

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