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

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Manage episode 432178501 series 2391819
Content provided by Rich and Kathy Fettke and Kathy Fettke / RealWealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich and Kathy Fettke and Kathy Fettke / RealWealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

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!

LINKS:

~~~~

JOIN RealWealth® FOR FREE 🏡👇

https://realty.realwealth.com/join-now/

~~~~

EXPAND YOUR REAL ESTATE KNOWLEDGE AND PORTFOLIO

Members have exclusive access to👇

👉Vetted property teams

👉Trusted lenders and lawyers

👉Regular property tours

👉Vetted CPAs and legal

👉Asset protection providers

👉And more!

~~~~

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

~~~~

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

~~~~

FREE RealWealth EDUCATION & TOOLS👇

RealWealth market reports: https://realwealth.com/learn/best-places-to-buy-rental-property/

RealWealth webinars: https://realwealth.com/thursday-webinars/

RealWealth videos: https://realwealth.com/category/video/

RealWealth Assessment™: https://realwealth.com/assessment/

~~~~

MORE INFORMATION

RealWealth stories: https://realwealth.com/stories/

Become a RealWealth property team: https://realwealth.com/new-team/

Check out our syndications at Grow Developments: https://growdevelopments.com/

~~~~

FOLLOW US ON INSTAGRAM:

Kathy: @kathyfettke or https://www.instagram.com/kathyfettke/

Rich: @richfettke or https://www.instagram.com/richfettke/

RealWealth: @realwealth or https://www.instagram.com/realwealth/

  continue reading

295 episodes

Artwork
iconShare
 
Manage episode 432178501 series 2391819
Content provided by Rich and Kathy Fettke and Kathy Fettke / RealWealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich and Kathy Fettke and Kathy Fettke / RealWealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

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!

LINKS:

~~~~

JOIN RealWealth® FOR FREE 🏡👇

https://realty.realwealth.com/join-now/

~~~~

EXPAND YOUR REAL ESTATE KNOWLEDGE AND PORTFOLIO

Members have exclusive access to👇

👉Vetted property teams

👉Trusted lenders and lawyers

👉Regular property tours

👉Vetted CPAs and legal

👉Asset protection providers

👉And more!

~~~~

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

~~~~

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

~~~~

FREE RealWealth EDUCATION & TOOLS👇

RealWealth market reports: https://realwealth.com/learn/best-places-to-buy-rental-property/

RealWealth webinars: https://realwealth.com/thursday-webinars/

RealWealth videos: https://realwealth.com/category/video/

RealWealth Assessment™: https://realwealth.com/assessment/

~~~~

MORE INFORMATION

RealWealth stories: https://realwealth.com/stories/

Become a RealWealth property team: https://realwealth.com/new-team/

Check out our syndications at Grow Developments: https://growdevelopments.com/

~~~~

FOLLOW US ON INSTAGRAM:

Kathy: @kathyfettke or https://www.instagram.com/kathyfettke/

Rich: @richfettke or https://www.instagram.com/richfettke/

RealWealth: @realwealth or https://www.instagram.com/realwealth/

  continue reading

295 episodes

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