The Magic of “Portfolio Rebalancing” and the 1031 Exchange!

2024-08-02

Have you ever wondered how long a buy-and-hold strategy should last? Forever? Or, at some point, is it appropriate to sell? It’s a decision that most investors have at least thought about. Personally, my husband Rich and I have sold and later regretted it because our properties shot up in value after we let them go. But we’ve also had better luck in that regard, and couldn’t be happier with the outcome. In this episode, you’ll hear from someone with great insights into the idea of “portfolio rebalancing.” That’s when it makes more sense to sell a property and use the money to reinvest in something else that will be more profitable. Our guest is a Dallas area native with a proven track and a $40 million portfolio to show for her effort. She’s also our amazing Dallas property team leader and can share many insights about the Dallas market and how you can make it work for you! Thi...

In this episode, you’ll hear from someone with great insights into the idea of “portfolio rebalancing.” That’s when it makes more sense to sell a property and use the money to reinvest in something else that will be more profitable. Our guest is a Dallas area native with a proven track and a $40 million portfolio to show for her effort. She’s also our amazing Dallas property team leader and can share many insights about the Dallas market and how you can make it work for you!

This is a great interview for investors wanting to know more about the options, such as the 1031 exchange. You can also find out more about Dallas as a RealWealth member. Sign up for free below and then look for our Dallas property team page. And please remember to subscribe to this podcast and leave us a review if you like what you hear, we really appreciate it!

(Side Note: You can also join our guest for a deeper dive into the Dallas market. She'll be the guest for our “New Construction & Rental Resales in Dallas/North Texas” webinar on Thursday, August 29th. It’s free but you need to pre-register at this link: https://realty.realwealth.com/join/upcoming-webinars/)

Disclaimer: The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

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