Director, Investment Property Wealth Management®
As a Director of Investment Property Wealth Management® at Realized, Amr assists clients in creating real estate portfolios to manage and defer their taxes, while maximizing their return given a certain level of risk.
Amr has varied experience in both Real Estate and the Financial Services Industries. He was previously a Real Estate Portfolio Manager for Fresenius, managing a portfolio of over 60 nationwide properties. Prior to Fresenius, Amr worked in Acquisitions for AIC Ventures, a billion-dollar commercial real estate hedge fund. While at AIC he underwrote the funds acquisition of the New York Times and sourced over $500 million of commercial real estate. Amr has a Bachelor’s of Science degree in Economics from the SMEAL College of Business at Penn State, a real estate license, along with a Series 22, 7, and 63 securities licenses.
In the past Amr has been fortunate enough to be a volunteer tennis instructor for various non-profit tennis clinics at:
- The Boys and Girls Clubs of America
- St. David’s Healthcare Rehabilitation and Special Needs Department
- Texas School for the Deaf
- Austin Sunshine Camps
Amr is an active mentor at the Global Impact Initiative. In his free time, he enjoys driving his son around to various tennis tournaments and running in charity races such as the Austin Run for the Water and the CASA Superhero Run.
Fun Facts About Amr
- The best piece of advice Amr has received is: The old stoic quote, “Hard choices, easy life. Easy choices, hard life.”
- Amr finished high school early and spent the extra time traveling around Southeast Asia.
- His favorite charitable races are Austin Run for the Water and the CASA Superhero 5k.
When I think of good stewardship it’s the kind of treatment I would want my closest family and friends to have. Taken care of from beginning to end, full transparency, informed of all the pro’s/con’s and most importantly the finer details they didn’t think to ask. It sums up how we approach investor relationships: seeking to educate/inform investors all about their options and even suggesting they explore a route without Realized if that’s their best option. In the long run this kind of stewardship always pays off.
Amr's ArticlesAll Articles
How Often Should You Rebalance Your Retirement Portfolio?
Your individual tolerance for risk and investment goals will change over time. Rebalancing your investment portfolio as you age – especially as you near retirement – can help ensure that the mix of assets in your portfolio matches your ...
What is a Section 897 Capital Gain?
In 1980, Congress enacted the Foreign Investment in Real Property Tax Act (FIRPTA) to address concerns about increasing foreign land ownership in the US. The Act implemented a requirement for withholding taxes on foreign entities' sale ...
Who Pays Capital Gains Tax on Gifted Stock?
Over the next 25 years, the biggest transfer of wealth in human history will take place. Some $68.4 trillion will be transferred to younger generations through gifts and estate plans. And some of that wealth will be in the form of ...