

5 Portfolio Pivots We’re Making This Year (Real Estate Is Changing FAST)
May 28, 2025
The hosts discuss vital changes in their rental portfolios for 2025 amidst a shifting real estate landscape. They emphasize offloading unprofitable properties and introducing high-ROI amenities for short-term rentals to stand out in a crowded market. Strategies for maximizing cash flow by cutting unnecessary expenses are shared, alongside insights on when to sell underperforming assets. They also explore diversifying investments beyond real estate, venturing into index funds and tech startups, urging listeners to adapt to the changing environment.
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Pivoting Airbnb Strategy
- Ashley Kehr shifted from generic Airbnb arbitrage units to creating unique experiences like cabins with outdoor amenities.
- This strategy thrives in an oversaturated market by focusing on hospitality and differentiation.
Airbnb Market Supply Dynamics
- Increasing Airbnb supply in markets like Joshua Tree caused revenue dips but now new listings are stabilizing.
- Slower supply growth combined with steady demand suggests a market rebound in 12 to 18 months.
Choose Markets Strategically
- Avoid buying new properties in markets with restrictive development rules or saturated short-term rental supply.
- Focus on ground-up development and commercial properties in more lenient markets to reduce competition risk.