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.

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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®.

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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.

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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.

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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 a Trust Deduct Property Taxes?

Can a Trust Deduct Property Taxes?
July 19, 2024

For some, trusts seem to take on a powerful aura. They believe that by setting up a trust, they'll avoid probate, protect their assets, and save on taxes. You ...

Is Disability Retirement Income Taxable?

Is Disability Retirement Income Taxable?
July 18, 2024

We’ve written a lot about retirement income and Social Security benefits upon retirement. We’ve also discussed taxes levied on withdrawals from retirement ...

Rental Property Depreciation: What It Is & How to ...

Rental Property Depreciation: What It Is & How to ...
July 17, 2024

Rental property depreciation can be one of the most powerful tools for landlords and property owners for minimizing tax liabilities and managing the financing ...

Realized Blog Articles

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