Real estate investors: Sell or hold?

To sell or not to sell…

That is the question—one of the most common questions we get.

How do you know if it’s the right time?

I recently spoke with a client who owned a large commercial property—a single-tenant, triple-net lease that had been generating consistent income for years.

On paper, it looked like the perfect investment. But when we dug deeper, the question came up: Does it make sense to keep this property, or is it time to sell?

The decision to sell or hold shouldn’t be based on impulse or emotions. Here’s what we encourage our clients to consider:

1. Is the property still profitable?

If the numbers are solid and the property is providing the income or growth you need, it might be worth holding onto.

2. Does it align with your long-term goals?

Just because a property has performed well doesn’t mean it fits into your current strategy. If your lifestyle or objectives have changed, your investment portfolio should reflect that.

3. Are you working harder than you should for your passive income?

Managing properties can be time-consuming and stressful. One client of ours wanted to take a fishing trip, only to have it cut short by a property emergency. That’s when he decided to sell.

Sometimes, what once worked for you is now holding you back.

Remember, we’re not always going to recommend selling.

If the timing or market isn’t right, it may make more sense to hold on. But making that decision based on numbers—not emotions—can make all the difference.

If you’re wrestling with the decision to sell or hold, we’re here to help. We can evaluate your properties together to help you determine what makes the most sense for your situation.

Until next week,

Wally Smith

P.S. If you’re ready for more in-depth guidance, there are two ways I can help you.

1. Schedule a personal consultation

If you’d like a personalized consultation, we offer 45-minute consultations for free (no strings attached, ever).

You can schedule a 45-minute consultation call here.

2. Check out my weekly Impact 1031 Podcast: The 1031 Show

Click here to see past episodes.

If you have a specific question you’d like answered on the show, you can submit your question here.