Let Your Investment Property Wealth Help You Achieve Your Dreams

Transition from managing investment properties to managing wealth. Realized can help you create a strategy to make your lifestyle goals a reality.

Let us build you a passive, diversified portfolio designed with minimal uncertainty while avoiding as much capital, income, and estate taxes as possible.

Request Consultation

Featured in These Leading Publications | See More

Visit our press page


Visit our press page


Visit our press page


Visit our press page


A New Way to Manage Your Investment Property Wealth

We believe there is a better way to manage the wealth you’ve built.  Imagine taking an appropriate level of uncertainty, avoiding taxes, and reaching your lifestyle goals. Welcome to Investment Property Wealth Management® from Realized®.

Learn More
Real estate investment portfolio

A Goals-Based Approach to Your Investment Property Wealth

By working with Realized, you now have a single partner that works to transform your investment properties into a passive, diversified portfolio of commercial real estate investments. Discover how we create custom investment plans to help our clients reach their specific goals.

Our Process

Examples shown are for illustrative purposes only.

Easily Find DST Replacement Properties for your 1031 Exchange

The Realized Marketplace provides access to 30-50 DSTs from over 45 of the most respected sponsor companies, including the largest sponsors such as Inland and JLL, as well as the only SEC reviewed DST secondary market.

Get Free Access

Example investments for illustrative purposes only.

Discover Real Estate Resources

Need help understanding how to manage investment property wealth? Review our Resources section to learn more about whether Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones (QOZs), or Tenants-in-Common (TIC) investments can help you reach your investment goals.

Learn More

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities.

Realized Blog

Can You Use Money From a 1031 Exchange To Pay Off a ...

Can You Use Money From a 1031 Exchange To Pay Off a ...
May 28, 2024

Real estate investors can defer capital gains on the sale of an investment property by purchasing a replacement asset as part of a 1031 exchange.

Are Gift Funds Allowed on an Investment Property Purchase?

Are Gift Funds Allowed on an Investment Property Purchase?
May 26, 2024

You have received a large cash gift, and you plan to buy a real estate investment. However, can gift funds be used for an investment property purchase?

Disadvantages of Delaware Statutory Trust 1031 Exchange ...

Disadvantages of Delaware Statutory Trust 1031 Exchange ...
May 24, 2024

Delaware Statutory Trusts (DSTs) are an increasingly popular investment vehicle for those seeking attractive passive investment opportunities. A sponsor ...

Realized Blog Articles

Schedule A Consultation

Ready to Learn More?

Contact us to see whether this type of investment can meet your objectives.

By providing your email and phone number, you are opting to receive communications from Realized. If you receive a text message and choose to stop receiving further messages, reply STOP to immediately unsubscribe. Msg & Data rates may apply. To manage receiving emails from Realized visit the Manage Preferences link in any email received.