Whitelaw and Sons Real Estate Morgan Hill
reaching your real estate goals
Robert Whitelaw, Realtor®

Robert Whitelaw, Realtor®

Published:Oct 2, 2023

Born and raised in Silicon Valley, Robert has helped clients successfully buy, sell and invest in real estate throughout Santa Clara County. Robert uses his local market knowledge to help clients across Silicon Valley!

Each year I suggest that real estate investors evaluate their holdings to determine if they should sell their investment property. In todays show, we will cover the basics of this effort so you can decide if 2023 is the right time for you to sell your investment property.

Step 1: Emotional vs Rational Motivations

Don’t underestimate the power of emotional motivations. In fact, do not disregard them. If keeping a property gives you a great deal of pleasure, but not so much money. The peace of mind from keeping it might just be worth it.

Step 2: Run The Numbers

Figure out what your return on investment is. Now there are two ways of looking at this. How much cash you have actually put into the property vs how much equity is currently in the property. For the purposes of todays show, we will be assuming we are talking about the equity you have in the property.

Step 2.1: Make Sure You Are Including ALL Expenses

When running your evaluation, you need to take into consideration ALL of your expenses. This includes any special assessments – something many investors forget to factor in.

Step 3: Make Sure To Use Real World Replacements

Once you have calculated your return, you need to identify realistic properties that would product better returns.  Your goal should be to perform better than an indexed stock portfolio. That number is usually 10% minus whatever inflation happens to be. Of course, you need to also understand how much appreciation factors in to your property.


Check Out The Last Show!


NAR Settlement – For Buyers and Sellers

The NAR settlement, once it is approved, is set to go into effect in the middle of July 2024. This will completely change how Buyers agent are compensated and we can count on chaos while the systems adjust to the new reality.

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Just enter your address and get access to your instant home value estimate, but also amazing tools to evaluate refinance options, your equity, ways to levarage your homes equity, how to pay your home off faster… and so much more!

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