6d • General discussion
Portfolio Building — Video 17. When to Sell vs Hold.
And this one connects directly to Script 133 (Portfolio Tracking) — the review that surfaces the data — and Script 135 (Exit Strategy) — because selling is one of the five exits.
Here's the framework:
🔴 Signal 1 — ROE below threshold
Run this at your Annual Portfolio Health Check. If the return on equity has compressed below your minimum — the capital may work harder elsewhere.
🔴 Signal 2 — Market fundamentally changed
Vacancy trending up. Rents softening. Demand shifting. The original underwriting thesis no longer holds.
🔴 Signal 3 — 1031 exchange into a better asset available
Same capital. Better performance. Tax-deferred. This is upgrading, not exiting.
🔴 Signal 4 — Portfolio strategy evolved past this asset
Single family made sense at deal 2. At deal 8 — that capital belongs in multifamily. Strategic coherence matters.
The sell vs hold decision belongs at the Annual Portfolio Health Check.
Not triggered by a bad tenant. Not because you're tired.
Based on data. Made deliberately.
In the Beast System — this is Portfolio Bull discipline (L6).
You're not just managing assets. You're allocating capital across a portfolio with intention.
Community challenge:
Pick one property you currently own.
Run all four signals against it right now:
① What is your current ROE on this asset?
② Has the submarket changed materially since you bought?
③ Is there a better asset you could 1031 into?
④ Does this asset fit where your portfolio strategy is headed?
Drop your answers in the comments.
I'll tell you what the data is saying.
🎙️ Wednesday 7PM — Beast Council Podcast 👉 https://meet.google.com/qud-eaze-frv
🦁 Tuesday 12PM — Beast Council Review 👉 https://meet.google.com/gjq-bvha-yco
Be Precise. Deliver Value. Drive Action.
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Portfolio Building — Video 17. When to Sell vs Hold.
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