About Realized

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.

Meet the Team

David. Thank you for all your help in getting the DST, you were very helpful and pleasant to talk to thru the months since summer... You were also very knowledgeable, as you knew about the % interest for the amounts and the purchase value due to the debt. I am still trying to learn all that because it's all new to me. No more being a landlord, let the DST do that work now.
– Elaine

Thanks very much, Drew, for taking the time to visit with me today. I learned a lot from you. I appreciate the guide and the info on intermediaries. Great to know that you’re available for questions - it’s all pretty complicated...
– Raymond

After working with Realized, I felt I had a better understanding of my situation and an awareness of all my potential options. The education and resources they provided put me in a position to make an informed decision regarding my exchange. It was refreshing to work with a team that appreciated my personal goals rather than giving me the hard sell!
– Dirk

No compensation was paid for these comments. These comments may not be representative of the experience of all clients. Past performance does not guarantee or indicate the likelihood of future results.