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 tax-efficient 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 of tax efficient 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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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 tax-efficient 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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Realized IPWM Final NO Disclaim

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.