The Portfolio Review

In this week’s episode, we dive into something crucial - portfolio reviews and making your investments work harder for you 💪🏻

I've been in property investment for years, running Ultimate FD and building my own portfolio. Today I'm sharing my approach to maximising returns through strategic portfolio management.

Here's what I cover in this episode:

➡️ I break down how to properly assess your investment properties using Return on Equity (ROE). This is absolutely key - I've seen too many investors skip this step and miss out on optimisation opportunities.

➡️ I get real about the challenges we're all facing - rising maintenance costs and interest rate changes hitting our bottom lines. And let's talk about something we don't discuss enough - getting emotionally attached to properties that aren't performing. Been there, done that, learned the hard way.

➡️ I walk you through my process for either repurposing underperforming properties or knowing when it's time to sell and reinvest elsewhere. This annual review process has been game-changing for my portfolio.

This episode is packed with actionable steps to improve your property investment game in the coming year. Trust me, these strategies work - I use them myself and now I’m sharing them with you.

Remember: emotions and investing don't mix well. Let the numbers guide your decisions, and don't be afraid to make changes when the data shows you should.

I hope you enjoy!

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