How to Rebalance Your Portfolio and Maximize Gains with a 1031 Exchange
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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!
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Regular Property Assessment
Regularly assess your property's performance, including equity, cash flow, and expenses.
Consider factors like increasing repair costs and the disparity between value and rent growth.
insights INSIGHT
Cash-on-Cash Return
Use the cash-on-cash return metric to evaluate property performance. This metric considers both initial investment and accumulated equity.
insights INSIGHT
Leverage and Reinvestment
Leverage allows you to control more properties, increasing your overall returns from appreciation and depreciation. Paying off properties quickly can limit potential gains.
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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.
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