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.
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®.
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.
Examples shown are for illustrative purposes only.
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.
Example investments for illustrative purposes only.
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.
Those looking to diversify their investment portfolios while deferring taxes can turn to 1031 exchanges, a viable and popular strategy. This approach allows ...
Deferring capital gain taxes is a widely used strategy that helps investors preserve their funds as they diversify into new sectors or niches. Among the many ...
When we think of 1031 exchanges, we picture investors swapping one property for another. This is the most common scenario, but there are cases when the ...
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.
Contact us to see whether this type of investment can meet your objectives.
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