Co-Founder and CFO
From everyone to whom much has been given, much will be required; and from the one to whom much has been entrusted, even more will be demanded.Luke 12:48
David has led finance and software development at Realized since its inception, with a deep background in finance, real estate, financial structuring, SEC reporting, and software design.
He co-founded several successful companies, including Memberize, a software management platform for membership-driven organizations, Forward Capital, a structured finance company, and Convenience Retail Group, the parent company of private real estate investment trust.
David has held positions with Security Capital Group and Prologis, and he began his career as a certified public accountant with Coopers & Lybrand (now PricewaterhouseCoopers).
David attended Texas A&M University, where he received his BBA in Accounting.
David is married to his wife of 19 years, Kathleen, and they live in Austin, Texas with their four children. He is actively involved in the Boy Scouts of America serving as an Assistant Scoutmaster to a Boy Scout troop. His downtime is spent camping with the scouts or watching his kids play soccer. David also enjoys playing golf, mountain biking, swimming, and snow skiing.
Fun Facts About David
- David's favorite book that has had an impact on his life is The Right Stuff.
David's ArticlesAll Articles
What is a Partial 1031 Exchange?
Often, 1031 investors would like to set aside a portion of the money from their property sale. Perhaps they have college tuition or an upcoming wedding to consider. This begs the question: Is it possible to keep a portion of a property ...
Can Foreign Investors Do 1031 Exchanges?
Can foreign investors take advantage of IRS §1031 to execute a tax-deferred exchange when selling their U.S. real estate assets? The short answer is yes. The longer answer is a bit more complex.
The Other DST – Deferred Sales Trust
We’ve talked before about 1031 Exchanges and Delaware Statutory Trusts (DSTs). Delaware Statutory Trusts can be attractive investments, especially if you want to own real estate, but don’t want the hands-on hassle. The DST can also ...