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.

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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-deferred, risk-adjusted investment plans that seek to meet your income needs and goals.

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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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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

Do I Need a Financial Planner After I Retire?

September 24, 2022

We’ve written a great deal about financial planning, especially regarding retirement. Many financial planners are dedicated to retirement strategies, helping ...

Who Can Do a 1031 Exchange?

September 23, 2022

A 1031 exchange is a tool that real estate investors sometimes employ intending to defer payment of capital gains taxes. By doing so, they can reinvest the ...

Realized Blog