Investment Property Wealth™ Can Be A Key To Unlocking
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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Investment Property Wealth™ Managed Differently

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

Investment Property Wealth™ To Meet Your Goals

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.

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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Marketplace

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

Estate Planning: What It Is, What It Costs, Finding the ...

Estate Planning: What It Is, What It Costs, Finding the ...
December 1, 2024

There’s one eventuality that no one can escape: death. As morbid as it may sound, you have to prepare for your ultimate passing, especially if you have assets ...

Does Retirement Income Affect Unemployment Benefits?

Does Retirement Income Affect Unemployment Benefits?
November 26, 2024

Retirees often have multiple sources of income. These can include Social Security benefits, pension plans, individual retirement accounts, brokerage, and other ...

What Assets Get a Step-Up in Basis at Death?

What Assets Get a Step-Up in Basis at Death?
November 24, 2024

Valuing a person’s estate when they die can be a complex issue. This is especially true if they have held certain assets for a long time and those assets have ...

Realized Blog Articles

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