In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss strategies for unwinding a sizeable real estate portfolio. They explore the financial, tax, and lifestyle considerations involved in transitioning from active real estate ownership to a more traditional investment approach.
Matt and Jamison break down key factors, including the tax implications of selling properties, the benefits of 1031 exchanges, and the impact of capital gains taxes. They also compare the long-term returns of real estate versus the stock market, helping investors assess whether holding or selling is the best move.
The conversation also touches on strategies for gradually liquidating properties to optimize tax efficiency, the pros and cons of selling in bulk versus individually, and the role of real estate in generational wealth planning. Whether you’re considering an exit or just want to make smarter decisions with your portfolio, this episode provides valuable insights to help you navigate the process.
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