You've Built Wealth With Investment Properties. Now It's Time to Manage that Wealth for the Future.

Realized is the breakthrough platform for Investment Property Wealth Management™. We make it easy to transform your individual property assets into investment property wealth solutions tailored to your needs and vision for the future.

Ready to create your customized 1031 Exchange Plan?

Realized is the end-to-end platform that lets you exchange 1031-eligible properties for diversified portfolios of tax-optimized property interests, customized to your shifting income needs, risk appetite, and investment goals across generations.

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Realized is the end-to-end platform that lets you exchange 1031-eligible properties for diversified portfolios of tax-optimized property interests, customized to your shifting income needs, risk appetite, and investment goals across generations.

01

The Gap In Wealth Management? Investment Properties.

Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap could hurt after-tax returns and creates unnecessary risk of losses. Why?

The Wealth Management Gap

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02

Investment Property Wealth Management™. Only With Realized.

Realized bridges the gap between investment property ownership and sophisticated wealth management, to help you meet your income needs in retirement, manage your risk, and preserve your property wealth across generations.

Why Realized

03

Personalized Wealth Solutions with Realized Portfolios™

With Realized, you now have a single, end-to-end partner for transforming your individual property investments into diversified portfolios of tax-optimized investment property interests, tailored to your unique retirement income needs, risk profile, and goals for risk-adjusted returns.

Realized Platform

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04

What Is Your Investment Property Wealth Scenario?

Too often, investors make damaging decisions when it’s time to harvest their investment property wealth. You need a partner that understands your unique scenario and can deliver a personalized wealth solution.

What's Your Scenario?

Realized IPWM Final NO Disclaim

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.