The Strategic Success Podcast

EP 86: A, B, C Your Rentals: Shaun Stephens’ 2025 Portfolio Reset and 2026 Plan

Jan 7, 2026
Shaun Stephens, a seasoned landlord and buy-and-hold investor from Ohio, shares his transformative journey through 2025. He discusses why portfolio quality trumps sheer numbers, categorizing properties into A, B, and C grades to streamline operations. Shaun emphasizes the importance of lifestyle over cash flow, opting to sell low-quality assets and simplify management. He also reveals how he's leveraging AI to enhance property management and reduce costs, cautioning that 'AI or die' is becoming crucial for real estate success.
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INSIGHT

Quality Over Door Count

  • More rentals do not equal a better business or better life for Shaun Stephens.
  • He paused growth to evaluate portfolio purpose and personal direction.
ADVICE

Segment Your Portfolio Into A/B/C

  • Categorize your entire portfolio into A, B, and C buckets to guide decisions.
  • Prioritize keeping A properties and consider selling or exiting C properties when possible.
ADVICE

Create A Clear Buy Box

  • Define your perfect asset (location, beds/baths, sewer, garage) and use it as a buy box.
  • Use that buy box to decide which properties are forever keeps versus candidates to exit.
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