🏠 The end game for property investors | Property Investor series ft. Chris Bates [5/5]

June 1, 2022

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When you’ve spent a lifetime building up your property portfolio, how do you retire? When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield?

In the final episode [5/5] of Rask’s Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio.

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In episode five, Chris Bates and Owen Rask discuss how a property portfolio can be ‘rolled off’ into retirement in a way that minimises the impacts of ‘sequencing risk and falling property prices. The investors discuss:

How should you transition from a property heavy portfolio
Should you shift your residential property portfolio to shares or commercial property?
When should you put a property retirement plan in place?
Can a property portfolio be a source of income in retirement?
Is it bad to have a mortgage or investment loan in retirement?
How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds

Resources:

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Date recorded: 8th of April 2022

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