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Our mission is to help manage investment property wealth with the same sophistication as other asset classes. By striving to bridge the gap between traditional wealth management strategies and investment property ownership, we seek to create investment plans tailored to an individual's goals.
Costs associated with a real estate transaction may impact investor’s returns and may outweigh the tax benefits. All real estate investments have the potential to lose value during the life of the investment.
Investment Property Wealth Management® (IPWM) takes practices from the world of wealth management and applies them to your investment property wealth, allowing us to create tax-optimized, risk-adjusted investment plans that seek to meet your income needs and goals.
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.
Delaware Statutory Trusts (DSTs) are passive investment vehicles that provide investors with fractional ownership of commercial real estate. Often, the ...
Establishing power of attorney with a trusted relative, business associate, or financial professional can be helpful if a situation arises where you aren’t ...
When undertaking a 1031 exchange, the property that you are relinquishing is called the downleg, while the property you are acquiring is called the upleg. The ...
Contact us to see whether this type of investment can meet your objectives.
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