Real Wealth Show: Real Estate Investing Podcast

How to Rebalance Your Portfolio and Maximize Gains with a 1031 Exchange

Apr 5, 2025

Explore the strategic timing for selling properties and the perks of a 1031 exchange for maximizing returns. Discover the importance of portfolio rebalancing to avoid cash flow issues and enhance investment performance. Learn how leveraging home equity can optimize investments while minimizing risks. Delve into the dynamic Dallas real estate market, emphasizing suburban growth and job creation, alongside the prospects and challenges faced in urban areas. This is essential knowledge for savvy real estate investors!

28:36

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Quick takeaways

Regularly assessing real estate investments every six months can significantly improve decision-making on whether to sell or hold for optimal returns.

Utilizing a 1031 exchange allows investors to strategically pivot from high-value properties to cash flow-rich markets, enhancing long-term gains.

Deep dives

Understanding When to Sell

Deciding whether to sell real estate investments can be a complex process that greatly influences overall portfolio performance. Many investors encounter situations where property values soar, leading to a sense of regret if they sell but also a potential for significant gains. An effective approach involves evaluating the current performance of investments regularly, ideally every six months, focusing on cash flow, equity growth, and overall market conditions. This continuous assessment allows investors to make informed decisions about when to sell or hold, subsequently optimizing their returns.

Intro

2min

Mastering Real Estate Rebalancing

9min

Leveraging Home Equity Wisely

7min

Navigating the Dallas Real Estate Landscape

6min

Strategic Real Estate Investment: Timing, Holding, and Portfolio Reassessment

4min

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

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