CalculateRealEstateROI

Portfolio Building

How often should I rebalance my portfolio?

Annually — review LTV, cash flow per door, market concentration, and asset class mix.

Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice

Direct answer

Annually — review LTV, cash flow per door, market concentration, and asset class mix.

Expanded explanation

Annual rebalance keeps you contrarian: trim winners, fortify underperformers, redeploy stale equity.

Examples

  • Annual review → 1031 a 3% cap into 6% cap secondary market.

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