BiggerPockets Real Estate Podcast

April 2025 “Upside” Update: Making a BIG Change to My Portfolio (Cashing Out)

Apr 2, 2025

The host shares a bold move to reshape their real estate portfolio amid market volatility. They emphasize the importance of the 'upside' strategy, advocating for investments with guaranteed returns. A focus on transitioning from higher-risk equities reveals concerns about stock market valuations. The podcast also highlights current opportunities in real estate, including rent growth potential and the necessity of creative strategies. Listeners are encouraged to reevaluate their financial strategies for sustainable long-term growth.

37:50

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Quick takeaways

The podcast discusses a strategic shift in real estate investing, emphasizing the importance of reallocating funds from riskier assets to more stable investments during market volatility.

The concept of the 'upside era' is introduced, focusing on identifying properties with potential for significant long-term returns despite current market challenges.

Deep dives

Transitioning to Real Estate Investment

A significant shift in investment strategy is being made by reallocating funds from stocks to real estate, capitalizing on current economic volatility to find new opportunities. The concept of the 'upside era' in real estate investing is introduced, which focuses on identifying properties that may not perform exceptionally at present but have the potential to yield significant returns in the future. The market has experienced a 'Goldilocks era' from 2013 to 2022, characterized by favorable conditions for real estate investment, which has progressively shifted to a correction phase since 2022 due to rising interest rates and declining transactional activity. The podcast emphasizes the importance of looking toward creative investment strategies that can lead to better performance in the evolving real estate landscape.

Intro

4min

Investing in the Upside Era

6min

Personal Investment Strategies for Sustainable Growth

4min

Reevaluating Investment Strategies

4min

Real Estate vs. Stock Market Dynamics

6min

Navigating Investment Strategies in 2025

13min

Over the past month, I’ve decided to make a big move that will greatly affect my real estate portfolio. This was a decision I made after seeing severe weakness in the market and realizing it was time to put my money where my mouth is. For months, I’ve been talking about the “upside” era strategy of real estate investing—the theory that now is a great time to buy as real estate is primed to experience significant upsides in the future, making investors rich. I’m doubling down on this due to market volatility—and in today’s episode, I’m sharing exactly where I’m putting my money.

I made a move that most investors would caution against, but I ran the numbers (many times) and am confident in what I decided to do. Part of my plan is to move money out of riskier assets with potentially lower returns and into assets that I’m confident will generate stronger returns. This is something EVERYONE (yes, even you) should be thinking about NOW to build long-term wealth in the future.

I’ve got two places I’m planning on putting the money from making this move. One will allow me to capitalize on future real estate deals, the other will guarantee me a minimum of a 6.5% return—and that’s just the floor of the return. I’m putting the “upside” strategy into play now, and if you’re feeling the same way about the economy as I am, you should, too!

In This Episode We Cover:

The big move I made and why I’m cashing out of some investments to fuel others

How I’m getting a guaranteed MINIMUM 6.5% return with this big investing move

Rental properties I’m looking for right now that have the highest “upside” potential

Three things every investor should do right now to ensure they capitalize on the “upside” era

Key indicators that the stock market is significantly overvalued (and what I did with my stocks)

And So Much More!

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