About Us

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.

1990

  • Realized CEO David Wieland, CFO David Dahill, COO Anthony Azar, and VP of Design and Interactive Harrison Gillet attend Coronado High School together in El Paso, Texas. Wieland and Dahill attend Texas A&M University together.
Realized 1990

1998

  • CEO David Wieland and CFO David Dahill founded their first company, focused on convenience-oriented real estate, building the company's revenue to $15M before liquidating to a publicly traded REIT.
Realized 1998

1999

  • Dahill and Wieland pioneer the field of structured finance credit products and derivatives, ultimately accumulating $55M worth of credit exposure on 100 properties for their publicly traded REIT.
Realized 1999

2002

  • Dahill, Gillett, and Wieland create Memberize — one of the first SaaS membership and event management platforms.
Realized 2002

2004

  • Members of the Realized team are involved in the sponsorship of four Tenant-in-Common offerings, investing approximately $75M in apartments.
Realized 2004

2005

  • Members of the Realized team are involved in the sponsorship of the second-ever 1031 DST offering, along with pioneering the CMBS financings of and sponsoring the first-ever multi-property DST.
Realized 2005

2006

  • Members of the Realized team are involved in conducting the first financing mortgage from FNMA, with $200M in equity and comprised of 20 DSTs. They also manage the first DST with mortgage financing from Freddie Mac — including 10 DSTs and with $100M in equity.
Realized 2006

2008

  • Total market value of 1031-qualified DSTs sponsored by team members of Realized exceeds $900M.
Realized 2008

2012

  • Wieland leads a court battle to protect the investors of his company. His efforts protected $1B in assets and the wealth of 1,300 investors.
Realized 2012

2015

  • After years of personal and joint ventures, Wieland and Dahill join forces yet again to found Realized Holdings out of Austin, Texas.
Realized 2015

2016

  • The Realized marketplace launches, creating a space for investors to explore their 1031 exchange options and invest in DSTs.
Realized 2016

2017

  • The Realized marketplace hits its first major goal: $50M in real estate sales.
Realized 2017

2018

  • Realized structures and executes the first ever “cash-out” Delaware Statutory Trust. During the same year, sales on the company’s marketplace hit $150M.
Realized 2018

2019

  • Realized begins development of the first end-to-end Investment Property Wealth Management® for individual investors and launches the first ever Delaware Statutory Trust secondary market.
Realized 2019

2020

  • The rapidly growing Realized marketplace hits half a billion dollars in real estate sales. To accommodate the growth, the company acquires Thornhill Securities, Inc. (now Realized Financial, Inc.), a licensed broker-dealer and registered investment advisor.
Realized 2020

2021

  • Realized expands the number of Sponsors on the marketplace to 42 and formalizes the account management team, allowing for annual portfolio reviews and ongoing client support.
Realized 2021

Next…

  • Realized will reach $1B in transactions early in 2022 and expand to not only serve Investment Property owners but also Advisors with clients who need Investment Property Wealth Management solutions.
Realized Next…
  • About
  • 1990
  • 1998
  • 1999
  • 2002
  • 2004
  • 2005
  • 2006
  • 2008
  • 2012
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • Next…

Meet the Team

Andy Steckiel

Chief Product Officer
Andy Steckiel

Art Cosme

Controller
Art Cosme

Colton Hoisager

Senior Real Estate Analyst
Colton Hoisager

Courtlin Parisher

HR & Operations Assistant
Courtlin Parisher

Dan Gotsch

IT Administrator
Dan Gotsch

David Dahill

Co-Founder & CFO
David Dahill

David Wieland

Founder & CEO
David Wieland

Drew Reynolds

Chief Investment Officer
Drew Reynolds

Grace Copeland

Real Estate Analyst
Grace Copeland

Grayson Rosato

UX Product Designer
Grayson Rosato

Griffin Saltzman

Real Estate Analyst
Griffin Saltzman

Harrison Gillett

VP, Design & Interactive
Harrison Gillett

Jon Zacharias

Product Owner
Jon Zacharias

Jordan Leve

Real Estate Analyst
Jordan Leve

Laura Horst

HR Manager
Laura Horst

Marc McClendon

Senior Database Engineer
Marc McClendon

Nicole Andrews

Senior Graphic Designer
Nicole Andrews

Priscilla Rodriguez

Client Service Specialist
Priscilla Rodriguez

Robert Cobean

Vice President, Research
Robert Cobean

Sebastian Abrigo

Senior Real Estate Analyst
Sebastian Abrigo

Tiffany Jenks

Administrative Assistant
Tiffany Jenks

Trey Robinson

Chief Marketing Officer
Trey Robinson

Realized Financial, Inc.

Exclusive Broker-Dealer

Celeste Tebow

Admin Specialist
Celeste Tebow

Kelsey Montoya

Admin Specialist
Kelsey Montoya

Lisa Bember

Compliance Officer
Lisa Bember

Board Members and Observers

Kevin Dunlap

Board Member
Kevin Dunlap

Scott Ingraham

Board Member
Scott Ingraham

Nick Smith

Board Observer
Nick Smith

Core Values

Stewardship

We serve with humility, care, and dedication.

Transparency

We are accountable, honest, and authentic.

Relationships

We build loyal relationships based on mutual respect, collaboration, and integrity.

Growth

We grow through hard work and insatiable curiosity.

The Realized Story

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.