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Finding the "Efficient Frontier" for Your Property Portfolio
Season 1 · Episode 141

Finding the "Efficient Frontier" for Your Property Portfolio

The Investor Lab

March 8, 202244m 51s

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Show Notes

The goal of every property investor should be to create a portfolio with the optimal combination of risk and reward, BUT most of them never get past two properties – and it’s very hard to build a balanced portfolio with two assets.

So, how do you maintain a good mix in your portfolio while keeping your risks, returns, and capital allocation in check?

Today, we talk about a concept called the “efficient frontier” - a powerful tool property investors use to establish the most efficient rate of return and capital allocation.

To dig more into this, we’ve got Charley Valher of Valher Media joining in as we tackle the efficient frontier curve, the Modern Portfolio theory, expensive versus cheap property, buying stigmatized units, and identifying gentrifying areas.  

If you love this episode, let us know by emailing us at [email protected], and don’t forget to subscribe, rate, and share this podcast! 

See you on the inside! 

 

In this episode, we cover:

  1. Finding the Efficient Frontier curve [02:59]
  2. Building an efficient & diverse property portfolio [05:53]
  3. The formula behind the Modern Portfolio Theory [09:06]
  4. The best approach when starting a property portfolio [13:27]
  5. Can units and apartments still perform well in Australia? [19:40]
  6. The right way to structure your portfolio and avoiding getting “stuck” [25:54]
  7. Wealth vs Cash flow: Understanding your real estate goals [28:47]
  8. Should you consider buying stigmatized property? [33:53] 
  9. Identifying gentrification and the Commodore Theory of Growth [38:47]
  10. The value of talking to locals when scouting property [41:30] 

 

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About our Guest:

Charley Valher is a household name among business owners, investors, and entrepreneurs. He is the Founder and CPO of Valher Media, helping entrepreneurs scale their business through the business of podcasting. His expertise has helped launch multiple podcasters into becoming one of the best in their field.

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