You’ve Built Wealth with Investment Properties. How Can You Manage Your Wealth for the Future?

From managing investment properties to managing wealth, Realized helps you create a strategy that strives to meet your income needs and goals.

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Realized helps you exchange 1031-eligible properties for diversified portfolios that are customized to your shifting income needs, risk appetite, and investment goals across generations.

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The Gap in Traditional Wealth Management? Investment Properties.

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.

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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.

Real estate investment portfolio

How Do We Do It? Investment Property Wealth Management® from Realized.

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.

Why Realized

Explore Personalized Wealth Solutions with Realized Portfolios™

By working with Realized, you now have a single partner that works to transform your investment properties into passive, diversified portfolios of commercial real estate. Discover how we create custom investment plans for our clients.

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Real Estate Solutions for Financial Advisors

As a sub-advisor, Realized builds investment property-based portfolios for advisors serving high-net-worth investors, allowing them to defer capital gains using unique tax strategies only available to real estate.

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Discover Real Estate Solutions

Need help managing your 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 a Delaware Statutory Trust Require an Owner Trustee?

Does a Delaware Statutory Trust Require an Owner Trustee?
September 29, 2023

Delaware Statutory Trusts (DSTs) are passive investment vehicles that provide investors with fractional ownership of commercial real estate. Often, the ...

Can a General Power of Attorney Be Revoked?

Can a General Power of Attorney Be Revoked?
September 28, 2023

Establishing power of attorney with a trusted relative, business associate, or financial professional can be helpful if a situation arises where you aren’t ...

Upleg vs Downleg in a 1031 Exchange

Upleg vs Downleg in a 1031 Exchange
September 28, 2023

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 ...

Realized Blog

Featured in These Leading Publications

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Ready to create your customized 1031 Exchange Plan?

Register to schedule a consultation. You’ll discuss your unique scenario, learn about the Realized process, and see how your property can be transformed into a personalized real estate portfolio.

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SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.

© 2023 Realized Holdings, Inc.

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