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

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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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