Portfolio Building

Portfolio Rebalancing

Periodic sale or 1031 of underperformers to fund higher-conviction acquisitions.

Reviewed 9 August 2026 by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice

Plain-English explanation

Pruning is as important as planting. Trim every 3–5 years.

Examples

1031 of $300k tertiary SFR into $1M small MF in growth market.

Common mistakes

Holding underperformers because of emotional attachment.

Portfolio Rebalancing

Plain-English explanation

Examples

Common mistakes

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