Investment Property Wealth™ Can Be A Key To Unlocking
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.

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Investment Property Wealth™ Managed Differently

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®.

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Real estate investment portfolio

Investment Property Wealth™ To Meet Your Goals

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
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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.

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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.

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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

REITs vs. DPPs: Similarities and Differences

REITs vs. DPPs: Similarities and Differences
April 30, 2025

Many real estate investment strategies are available to meet various needs, risk profiles, and investment goals. Two common approaches are real estate ...

1031 Exchange Rules: Vacation and Second Home ...

1031 Exchange Rules: Vacation and Second Home ...
April 29, 2025

The IRS has relatively flexible rules on what types of property qualify for a 1031 exchange or like-kind swap. However, there are a few types of real estate ...

Can Anyone Invest in a Delaware Statutory Trust?

Can Anyone Invest in a Delaware Statutory Trust?
April 28, 2025

A Delaware Statutory Trust (DST) can be an attractive investment vehicle for owning investment real estate without management headaches. Investors interested ...

Realized Blog Articles

Ready to create your customized 1031 Exchange Plan?

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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.

© 2025 Realized Holdings, Inc.

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