Review whether each property still serves your goals
A portfolio can grow without every property continuing to serve the same purpose. In this archived Adapt & Thrive conversation, Dalia Barsoum and Quentin D’Souza discuss preparing for changing conditions and reviewing the properties already owned.
Quentin describes looking ahead at cash flow, considering access to funds and revisiting investment criteria. He also discusses past decisions to sell properties. Those decisions reflect his own goals and properties; they do not determine which properties another investor should keep or sell.
The interview was recorded for the 2022 collection, so its rate examples and market outlook are historical.
Review cash flow before a shortfall occurs
Quentin discusses examining possible scenarios before a shortfall becomes urgent. The discussion considers what funds would be available to pay property expenses and mortgages if rental cash flow fell.
Reassess the purpose of each rental property
Quentin discusses investment criteria and past sales as part of reviewing the role of each property. Keeping or selling one property affects the rest of the portfolio, so the decision also needs to account for the investor’s income needs, mortgages and future plans.
Compare mortgage options with your property plans
Dalia brings the debt side of the portfolio into the discussion, including access to capital and mortgage choices. The recording also explores converting a mortgage. Any decision today needs the actual agreement and offer, alongside the intended use of the property and funds.
Watch the archived interview
Watch Dalia’s conversation with Quentin D’Souza.
The recording contains historical rate and property examples, guest forecasts and strategy preferences. Those examples reflect the period of the recording and do not establish current lending terms or expected investment results.
