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

How Is Depreciation Recapture Calculated?

How Is Depreciation Recapture Calculated?
July 12, 2024

The IRS provides a nice tax benefit through annual depreciation for real estate investors. But as you might expect, what the IRS giveth, it also taketh away. ...

How Do Tenants In Common File Taxes?

How Do Tenants In Common File Taxes?
July 11, 2024

You may be familiar with the structure of a tenant-in-common arrangement, better known as a TIC. Under a TIC structure, each co-tenant or co-owner has an ...

Can I Invest Non-Capital Gains into an Opportunity Zone?

Can I Invest Non-Capital Gains into an Opportunity Zone?
July 9, 2024

The Opportunity Zone program has been around for close to five years. Yet some questions remain about this initiative, including investment deadlines and what ...

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.