You've Built Wealth With Investment Properties. Is now the Time to Manage that Wealth for the Future?

From managing investment properties to managing wealth,  Realized helps 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 an end-to-end platform that lets you exchange 1031-eligible properties for diversified portfolios of property interests, customized to your shifting income needs, risk appetite, and investment goals across generations.

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

01

The Gap In Wealth Management? Investment Properties.

Realized’s goal is to help manage investment property wealth with the same discipline as stocks, bonds, or other traditional asset classes. This management gap could hurt after-tax returns and could create unnecessary risk of losses. Why?

The Wealth Management Gap

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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02

Investment Property Wealth Management® With Realized.

Realized’s goal is to bridge 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 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?

Without planning, investors might make damaging decisions when it’s time to harvest their investment property wealth. We believe you need a partner that understands your unique scenario and can help deliver a personalized wealth solution.

What's Your Scenario?

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This material is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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

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.

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.

Request Consultation

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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”). Securities offered on this website are offered exclusively through Thornhill Securities, Inc., a registered broker/dealer and member of FINRA/SIPC("Thornhill"). Investment advisory services are offered through Thornhill Securities, Inc. a registered investment adviser. Thornhill Securities, Inc. is a subsidiary of Realized. Check the background of this firm on FINRA's BrokerCheck.

Realized does not provide tax or legal advice. Tax topics discussed are for educational purposes only and are not a substitute for professional tax advice. You should discuss your personal situation with a tax or legal professional.

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 the services referenced on this site are available in every state and through every representative listed. For additional information, please contact 877-797-1031 or info@realized1031.com.

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