Let Us Help You Manage Your Investment Property Wealth

Our goal at Realized is to help bridge the gap between investment property ownership and sophisticated wealth management. Our team of professionals can create a custom, tax-deferred investment plan to help you meet your income needs in retirement and pursue your investment goals across generations.

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Why Realized

We Are a Market Leader for Managing Investment Property Wealth Via 1031 Exchanges

*As of January 2023

I’ve been very pleased with the company’s responsiveness. Their periodic webinars are quite helpful. Having a background as an advisor in institutional real estate, it was pleasing to experience Realized’s professionalism and sense how keen and able they have been to address any concerns.

— William
No compensation was paid for these comments. These comments may not be representative of the experience of all clients. Past performance does not guarantee or indicate the likelihood of future results.

A Trusted Partner for Your Investment Property Wealth Management® Needs

Realized transforms your individual investment properties into diversified real estate portfolios. Learn more about our consultative process, due diligence experience, and tax-deferred investment strategies.

The Platform

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Our Realized Marketplace® Enables Investment Property Diversification*

The Realized Marketplace® offers a wide assortment of 1031-eligible properties, giving you the power to personalize a real estate portfolio to meet your specific investment objectives.

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Diversification does not guarantee against losses

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Real Estate Pioneers. Here to Serve You.

Realized CEO and Co-founder David Wieland launched the second-ever DST. The Realized leadership team has over 130 years of combined real estate and financial services experience, spanning over $30 Billion* in real estate and investment property transactions. We’re real estate investment professionals who leverage tax strategies that seek to deliver superior risk-adjusted returns. Now we’re here to support you with experience and personalized service, every step of the way.

Overall value defined as the aggregate purchase prices of all individual properties included in one or more customized investment property wealth management plans delivered by Realized to clients

Realized Blog Articles

1099 and Schedule K-1 Forms: What You Need to Know

1099 and Schedule K-1 Forms: What You Need to Know
May 3, 2024

The 1099 and Schedule K-1 Forms are tax return-related forms for different types of income. There are several 1099s. The one you receive depends on where the ...

Do You Pay Capital Gains on a Roth IRA?

Do You Pay Capital Gains on a Roth IRA?
May 2, 2024

During the decades since traditional pension plans started declining, people have become increasingly responsible for creating their own retirement income. ...

Are Multifamily Properties Considered Commercial?

Are Multifamily Properties Considered Commercial?
May 1, 2024

The definition of a multifamily property is simple, a building that has more than one housing unit. But, are multifamily properties commercial or residential?

Realized Blog Articles

Ready to create your customized 1031 Exchange Plan?

Register to schedule a consultation. You’ll discuss your unique scenario, learn about the Realized process, and see how your property can be transformed into a personalized real estate portfolio.

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SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.

© 2024 Realized Holdings, Inc.

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