Is your property portfolio stuck in the wrong market? This real client case study breaks down how strategic selling created $1.5M in extra equity.
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Join hosts Reece Beddall and Lachlan Delahunty on the Follio Property Podcast as they walk through a live Australian property portfolio review, from a $2.76M Victoria-heavy portfolio in 2021 to a $4.71M diversified portfolio today. If you're a property investor, portfolio owner, or buying investment property in Australia in uncertain conditions, this is essential viewing for real estate Australia in 2026.
WHAT YOU'LL GET FROM THIS EPISODE:
✅ How $660K equity became $2.25M equity by selling underperformers and buying in growth markets
✅ Why holding Pakenham, Ballarat and Bendigo was costing this investor $1.5M in opportunity cost
✅ Perth vs Brisbane vs Victoria: why Mount Lawley and Ashgrove outperformed Geelong West
✅ The PropStack portfolio review framework Lachlan uses to decide what to sell, hold or buy next
✅ How LVR dropped from 76.1% to 52.2% while growing from $2.76M to $4.71M in total value
✅ Buy and hold vs active management: when selling is smarter than holding in a market cycle
✅ What's next: why selling Brisbane to buy wholesale in Melbourne could be the next smart move
Timestamps:
00:00 Intro: buy, sell or hold in uncertain times
02:00 The portfolio in 2021: four assets, maxed out in Victoria
04:30 Why Pakenham was the first to sell
08:00 The honest conversation: telling a client they made a mistake
10:00 The three-year plan: what was sold and what was bought
11:40 Why Geelong West was the one to keep
12:50 $660K held versus $2.25M restructured
14:00 The Perth and Brisbane assets, and why they were chosen
19:00 Why buy-and-hold can be lazy investing
21:40 The advice now: shifting capital back to Melbourne
About The Follio Property Podcast
Each week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.
📍 Visit Our Website: https://follio.com.au/
📩 Contact Us: info@follio.com.au
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Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw
Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/
Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/
Executive Producer: Jonathan Fernandes
https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/
Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions
KEY THEMES:
property portfolio review Australia, real estate Australia investing strategy, sell underperforming investment property, Perth property market growth, Brisbane property market growth, Victoria property market performance, property diversification strategy Australia, equity growth through property, LVR and debt management property, opportunity cost property investing
#AustralianPropertyMarket #RealEstateAustralia #PropertyInvestingAustralia #PropertyPortfolioAustralia #BuyPropertyAustralia #PerthProperty #BrisbaneProperty #MelbourneProperty #VictoriaPropertyMarket #PropertyInvestment #InvestmentPropertyAustralia #WealthThroughProperty #PropertyMarketAustralia
