Is it time for a portfolio rebalance? Learn how savvy real estate investors adjust their strategies for better cash flow, reduced risk, and long-term growth. Kathy Fettke talks with RealWealth Investment Counselors Leah Collich and Stacey Stegenga about how, when, and why to rebalance your real estate portfolio.
They share real-life examples—including using a 1031 exchange—and walk you through key indicators that it’s time to make a move. If your current properties aren’t meeting your goals, this episode will help you rethink your investment game plan.
👉 Ready to rebalance or invest with a strategy? Book a free session at https://www.RealWealth.com/Schedule
- 00:00 Portfolio Rebalancing
00:58 Leah and Stacey Introductions
02:36 What Portfolio Rebalancing is
05:10 How RealWealth Began
06:40 When to Rebalance Your Portfolio
11:20 Low Interest Rate Properties
14:04 Can Properties Still Cash Flow Today?
16:16 1031 Exchange
22:40 Portfolio Rebalancing Story
🎉 Bonus: Download your free PDF — Top 5 Cities to Invest In — to celebrate our 1500th episode of Real Estate News for Investors! http://www.Realwealth.com/1500 🎉
CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)!
https://realwealth.com/join-step-1
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
FREE RealWealth® EDUCATION & TOOLS
RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/
RealWealth Videos: https://realwealth.com/category/video/
RealWealth Assessment™: https://realwealth.com/assessment/
RealWealth® Webinars: https://realwealth.com/webinars/
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
Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart
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