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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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
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Examples shown are for illustrative purposes only.

Real Estate Solutions for Financial Advisors

Allow Realized to serve as your trusted partner to help you manage your clients’ investment property wealth. Together we can build custom portfolios for investors, allowing your clients to defer taxes, generate income, and move into passive real estate ownership.

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Example Investment Plan segments shown 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

Does Tenancy by the Entirety Have Right of Survivorship?

Does Tenancy by the Entirety Have Right of Survivorship?
November 28, 2023

Tenancy by the Entirety (TBE) is one option among several ways of holding property with one or more others. TBE is only available for married couples who are ...

Do I Have to Pay Tax on Stocks If I Sell and Reinvest?

Do I Have to Pay Tax on Stocks If I Sell and Reinvest?
November 28, 2023

Earning returns is a primary motivation for investing in stocks. Investors may also seek income through dividends, among other goals, but typically buy stocks ...

1031 Exchange Summary: Breaking Down the Key Components

1031 Exchange Summary: Breaking Down the Key Components
November 27, 2023

The 1031 exchange, often referred to as a like-kind exchange, is a powerful tool in the world of real estate investing. It enables property owners to defer ...

Realized Blog Articles

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