Increase Cash Flow, Tax-Free

1031 Exchange Wealth Summit • Oct 11 • Manhattan Beach, CA

Portfolio Rebalancing Education Library

Your Money Shouldn’t Retire Before You Do!

Investors should be asking themselves how their home equity could be better leveraged to earn them even higher returns. Your money needs to be working AT LEAST as hard as you do, but what’s the best way to tap into that equity?

We’ve pulled together all of our latest content on portfolio rebalancing, optimizing the equity in your real estate portfolio, to one place. This page is packed full with useful insights, tools, and strategies to help you take your portfolio to the next level. Learn about 1031 exchanges, cash out refinances, HELOCs, and case studies that will inspire you to take action.

If you have any questions or would like to discuss next steps for your portfolio rebalancing, schedule an appointment with your Investment Counselor.

WEBINARS

How to Boost Your Equity

A scenario study comparing cash-out refinances, HELOCS, and 1031 exchanges.

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Double Your Portfolio Every 3-5 Years

A detailed overview on how aggressively scaling a portfolio can take you from zero to millions.

All-in-One First Lien HELOC: Game-Changer for Real Estate Investors

A powerful loan program overview that allows you to collapse loan payoff times while retaining a revolving line of credit, perfect for those of you with high-value primaries.

Image with quote by Joe Torre about doubling real estate portfolio with a 1031 Exchange

FROM THE BLOG

In this article, you’ll hear how one of our investment counselors doubled his portfolio (from two to five properties) through a 1031 exchange. What did he learn? Would he do it again? Any tips for investors? Read the full article here.

– The RealWealth Show

How to Boost Cash Flow & Appreciation

Should you hold onto that rental or sell it and upgrade? Find out when it makes sense to break the “hold forever” rule for better cash flow or appreciation.

Joining Kathy to discuss your options are two experienced and long-time RealWealth investment counselors, Joe Torre and Aristotle Kumpis. They are active investors who have advised hundreds of RealWealth investors.

The Magic of “Portfolio Rebalancing”
and the 1031 Exchange

In this episode, we talk with our Dallas property team leader, who has a $40 million portfolio and deep knowledge of “portfolio rebalancing”—selling a property to reinvest in something more profitable. She shares insights into the Dallas market and how to make it work for you!

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