April 2025 “Upside” Update: Making a BIG Change to My Portfolio (Cashing Out)

BiggerPockets Real Estate Podcast

BiggerPockets

Education, Business, Investing

4.8 • 16.5K Ratings

🗓️ 2 April 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Over the past month, I’ve decided to make a big move that will greatly affect my real estate portfolio. This was a decision I made after seeing severe weakness in the market and realizing it was time to put my money where my mouth is. For months, I’ve been talking about the “upside” era strategy of real estate investing—the theory that now is a great time to buy as real estate is primed to experience significant upsides in the future, making investors rich. I’m doubling down on this due to market volatility—and in today’s episode, I’m sharing exactly where I’m putting my money. I made a move that most investors would caution against, but I ran the numbers (many times) and am confident in what I decided to do. Part of my plan is to move money out of riskier assets with potentially lower returns and into assets that I’m confident will generate stronger returns. This is something EVERYONE (yes, even you) should be thinking about NOW to build long-term wealth in the future. I’ve got two places I’m planning on putting the money from making this move. One will allow me to capitalize on future real estate deals, the other will guarantee me a minimum of a 6.5% return—and that’s just the floor of the return. I’m putting the “upside” strategy into play now, and if you’re feeling the same way about the economy as I am, you should, too! In This Episode We Cover: The big move I made and why I’m cashing out of some investments to fuel others How I’m getting a guaranteed MINIMUM 6.5% return with this big investing move Rental properties I’m looking for right now that have the highest “upside” potential Three things every investor should do right now to ensure they capitalize on the “upside” era Key indicators that the stock market is significantly overvalued (and what I did with my stocks) And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube Apply to Be a BiggerPockets Real Estate Guest BiggerPockets Real Estate 1066 - The “Upside” Era Explained BiggerPockets Real Estate 1075 - 10 Hidden Ways to Buy Properties with Huge “Upside” Maximize Your Real Estate Investing with a Self-Directed IRA from Equity Trust Grab Dave’s Book, “Start with Strategy” Sign Up for the BiggerPockets Real Estate Newsletter Find an Investor-Friendly Agent in Your Area Connect with Dave (00:00) Intro (01:12) The “Upside” Era Begins (04:12) The “Upside” Investing Strategy (11:23) I Cashed Out (15:12) Where I’m Moving Money (17:25) What I’m Buying NOW (23:44) 3 Things You Should Do Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1103 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I'm making a big change to my investing portfolio. I'm selling stocks and I'm doubling down
0:05.0	on investing in real estate, but probably not in the way you think. A few months ago,
0:09.9	at the beginning of January, I explained my upside era framework for investing in 2025. It's all
0:15.9	about finding deals that work pretty well today, but have the potential to really grow and dump rocket
0:22.4	fuel on your portfolio over the next couple of years. And today I'm going to share my
0:27.0	upside era Q2 update, including some moves that I'm making myself based on everything that's
0:32.7	happening in the economy right now. Because as you've probably heard, there's a ton of volatility across
0:38.1	stocks, crypto, and almost every other asset class. But personally, I see opportunity to take
0:44.2	advantage of these conditions using real estate investing. And today, I'll explain how I'm
0:48.6	personally doing that right now.
0:59.3	Hey, everyone, it's Dave Meyer, head of real estate investing here at Bigger Pockets.
1:00.7	Welcome to today's show.
1:06.3	If you've been listening so far this year, you've probably heard me talk a lot about what I believe is a sort of new reality in real estate investing, which I am calling the upside era.
1:12.7	And if you want to get the full framework that I am using to describe real estate right now
1:17.1	and to describe my own deal decision making, you can check out show 1066.
1:22.1	It aired on January 6, 2025.
1:24.8	And it goes into deep detail about everything I'm thinking about. So if you miss that
1:29.3	episode and just want to keep listening to this one right now, here's the gist of the framework
1:34.2	and how I'm thinking about things. From 2013 to 2022 is what I call the Goldilocks era. It was basically
1:41.5	this perfect conglomeration of conditions that made real estate
1:46.3	investing really attractive, relatively easy, and super successful. These are things like
1:53.0	prices going down during the Great Recession, while rents kept growing. We had low interest rates,
	...

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