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Rich and Kathy Fettke and Kathy Fettke / RealWealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rich and Kathy Fettke and Kathy Fettke / RealWealth 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Portfolio Rebalancing: Your Key to Maximizing Real Estate Returns

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Manage episode 437276857 series 2926608
Rich and Kathy Fettke and Kathy Fettke / RealWealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rich and Kathy Fettke and Kathy Fettke / RealWealth 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Should you hold on to that long-time rental or trade it in for something else? Many people say you should hold forever, but is that always the best way to go? In this episode, you’ll hear when it might make sense to break that rule for the sake of better cash flow or better appreciation. We call this process “portfolio rebalancing.” Among the topics we discuss are property performance reviews, portfolio diversification and risk management, the 1031 exchange, investing at different life stages, and when it might be best to sell or to hold on to your investment properties for the long-term.

Joining me to discuss your options are two of our experienced and long-time RealWealth investment counselors, Joe Torre and Aristotle Kumpis. They are active investors who have been advising RealWealth investors for many years.

Joe began investing in real estate in 2004 and has a track record of success in both up and down markets. Before he came on board with RealWealth he worked as a data analyst for tech companies in Silicon Valley and served in the U.S. Marine Corps. He has an MBA in Finance from Columbia University Business School in New York. He enjoys helping people create generational wealth.

Aristotle got his real estate license in 2007 and has been helping investors find cash-flowing rental properties since then. He was inspired by his parents who owned rental properties in St. Louis, where he grew up. He attended the University of Missouri in Saint Louis and moved to Southern California in 2002. He also likes to write music and spend time outdoors, especially with his family.

During the interview, we mentioned a recent webinar on real estate lending with Richard Advani of Guaranteed Rate. You’ll find that webinar under the Learn tab at newsforinvestors.com.

Please don’t forget to subscribe to this podcast!

Thanks for listening, Kathy

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

Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart

~~~~

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/

~~~~

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

  continue reading

310 에피소드

Artwork
icon공유
 
Manage episode 437276857 series 2926608
Rich and Kathy Fettke and Kathy Fettke / RealWealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rich and Kathy Fettke and Kathy Fettke / RealWealth 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Should you hold on to that long-time rental or trade it in for something else? Many people say you should hold forever, but is that always the best way to go? In this episode, you’ll hear when it might make sense to break that rule for the sake of better cash flow or better appreciation. We call this process “portfolio rebalancing.” Among the topics we discuss are property performance reviews, portfolio diversification and risk management, the 1031 exchange, investing at different life stages, and when it might be best to sell or to hold on to your investment properties for the long-term.

Joining me to discuss your options are two of our experienced and long-time RealWealth investment counselors, Joe Torre and Aristotle Kumpis. They are active investors who have been advising RealWealth investors for many years.

Joe began investing in real estate in 2004 and has a track record of success in both up and down markets. Before he came on board with RealWealth he worked as a data analyst for tech companies in Silicon Valley and served in the U.S. Marine Corps. He has an MBA in Finance from Columbia University Business School in New York. He enjoys helping people create generational wealth.

Aristotle got his real estate license in 2007 and has been helping investors find cash-flowing rental properties since then. He was inspired by his parents who owned rental properties in St. Louis, where he grew up. He attended the University of Missouri in Saint Louis and moved to Southern California in 2002. He also likes to write music and spend time outdoors, especially with his family.

During the interview, we mentioned a recent webinar on real estate lending with Richard Advani of Guaranteed Rate. You’ll find that webinar under the Learn tab at newsforinvestors.com.

Please don’t forget to subscribe to this podcast!

Thanks for listening, Kathy

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

Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart

~~~~

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/

~~~~

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

  continue reading

310 에피소드

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