Is it time for a portfolio rebalance? Learn how savvy real estate investors adjust their strategies for better cash flow, reduced risk, and long-term growth. Kathy Fettke talks with RealWealth Investment Counselors Leah Collich and Stacey Stegenga about how, when, and why to rebalance your real estate portfolio.
They share real-life examples—including using a 1031 exchange—and walk you through key indicators that it’s time to make a move. If your current properties aren’t meeting your goals, this episode will help you rethink your investment game plan.
👉 Ready to rebalance or invest with a strategy? Book a free session at https://www.RealWealth.com/Schedule
Topics Discussed:
- 00:00 Portfolio Rebalancing
- 00:58 Leah and Stacey Introductions
- 02:36 What Portfolio Rebalancing is
- 05:10 How RealWealth Began
- 06:40 When to Rebalance Your Portfolio
- 11:20 Low Interest Rate Properties
- 14:04 Can Properties Still Cash Flow Today?
- 16:16 1031 Exchange
- 22:40 Portfolio Rebalancing Story
🎉 Bonus: Download your free PDF — Top 5 Cities to Invest In — to celebrate our 1500th episode of Real Estate News for Investors! http://www.Realwealth.com/1500 🎉
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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
DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com
