Realized is an end-to-end platform that helps you exchange 1031-eligible properties for diversified portfolios of tax-efficient property interests, customized to your shifting income goals, risk appetite, and investment objectives across generations.
Collectively, the team at Realized has a wide range of applicable experiences, but all share the same mission, to improve lives through innovative real estate wealth solutions. The timeline below is just a glimpse of the journey we’ve been on and a peek into the future.
We started with a premise based on “simple.” Make 1031 real estate exchanges less time-consuming, complex, and difficult for the 1031 investor - and by doing so, make them more profitable as well. Our mission was simple: to improve lives through innovative real estate wealth solutions.
Quickly, though, our mission inspired more. Something bigger than just 1031 exchanges. Post-exchange, a problem still existed among our investors. They needed a solution that bridged the gap between their investment properties and sophisticated wealth management techniques. Soon, we devised a solution: Investment Property Wealth Management®.
The purpose of Investment Property Wealth Management® is to help investors meet their income needs in retirement, manage their risk, and preserve their property wealth across generations — all while managing investment property wealth like they do other investments.
By combining deep real estate investment expertise and technology, the Realized platform develops investment strategies designed to maximize after-tax, risk-adjusted returns. We develop a holistic plan that helps investors manage their wealth tax efficiently — giving them the tools to help them through this major financial decision.
We simplify the process by making it possible for investors to defer their taxes and find a replacement property that meets their needs, risk preferences, and goals. We create long-term relationships based on stewardship, transparency, and growth. All with one vision in mind: to be the team and technology that investors trust to build tax-efficient real estate wealth.
Contact us to see whether this type of investment can meet your objectives.
By providing your email and phone number, you are opting to receive communications from Realized. If you receive a text message and choose to stop receiving further messages, reply STOP to immediately unsubscribe. Msg & Data rates may apply. To manage receiving emails from Realized visit the Manage Preferences link in any email received.