Discover a Tax-Advantaged Real Estate Platform for Fiduciaries

Defer Client Capital Gains | Differentiate Your Practice | Increase Wallet Share

As a sub-advisor, Realized helps advisors serving high-net-worth investors seeking to defer capital gains using unique tax strategies only available to real estate.

Interested in learning more?

Discover how Realized® can help you and your clients.

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Open Architecture Commercial Real Estate Investment Platform

Realized offers a vetted lineup of non-proprietary real estate investment options from over 40 top Delaware Statutory Trust (DST) and Qualified Opportunity Fund (QOF) sponsors.

Our comprehensive due diligence process includes evaluation of the sponsor, underlying real estate and investment structure of each offering. In addition to our in-house financial intelligence and analytics tools, our research team utilizes neutral third-party data to stress test performance across scenarios.

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Goals-Based Portfolios

The Realized goals-based portfolios are designed to help meet a variety of investor objectives and are built on top of a diverse stable of commercial real estate sponsor partnerships.

Comprised of underlying commercial real estate investment securities from a variety of sponsors, these portfolios are designed to help meet investor goals while aiming to provide diversification2 across a variety of property types and locations.

To suggest all real estate is alike would be as wrong as suggesting all equities are alike.

Utilizing a manager-of-managers framework, the Realized goals-based portfolios leverage our comprehensive due diligence process and extensive commercial real estate sponsor evaluation experience.

Our goals-based portfolios help you to efficiently scale your service offering, enhance client relationships and provide a level of diversification that may be difficult to obtain with traditional real estate investing approaches.

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Collaborative Portfolio Construction

By applying modern portfolio theory to real estate investments, our goal is to enable you to offer the same level of sophisticated wealth management to your client’s real estate assets as you do the traditional assets within their portfolios.

Our proprietary technology statistically quantifies risk and return and considers client-specific tax situations.

We’ll work with you to understand your client’s unique situation, goals, priorities, and risk tolerance and help determine if a designing a customized investment mix, or utilizing one of our goals-based portfolios best suits their needs.

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Portfolio Management for 1031 Exchanges

Performance Reporting

We track performance against sponsor projections and market performance. Variance reports are generated at property, investment, and portfolio levels. Investor and advisor portals provide transparency and convenient access to data.

Ongoing Valuation

In partnership with a Big 4 accounting firm, we provide quarterly NAV reporting for DST holdings, offering additional transparency.

Estate Planning & Wealth Transfer

Utilizing fractional real estate investments offers significant estate planning benefits. Unlike individual properties, fractional interests can be distributed equally among heirs, helping to mitigate potential disputes.

Interest may be passed to an heir at a stepped-up basis to the fair market value at the time of the original owner’s death. If the new owner chooses to sell, no capital gains tax or depreciation capture will occur.

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The Realized Difference

When you choose to work with us, you gain direct access to our experienced team of commercial real estate investment professionals who have completed over 600 successful 1031 exchanges and Qualified Opportunity Zone transactions.3

Our flexible client engagement model enables you to determine how much direct involvement we have with your clients. We can be client facing, or act as a behind-the-scenes partner providing the level of support you desire.

A pioneer in the syndicated real estate industry

2005

DST Pioneer
Sponsors the second-ever 1031 DST offering. Also pioneer CMBS financings of and sponsoring the first-ever muilt-property DST.

2006

DST Innovation
Conducts the first-ever DST mortgage financing from FNMA, with $200M in equity and comprised of 20 DSTs.  Also, secured first-ever DST mortgage financing from Freddie Mac - including 10 DSTs and with $100M in equity. 1

2015

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

2016

Online Marketplace
Realized launches online marketplace for DST offerings; Early adopter in online DST channel.

2019

IPWM™ Launches
Realized begins development of the first end-to-end Investment Property Wealth Management® for individual investors.

2020

Acquisition of Thornhill Securities, Inc.
The rapidly growing Realized marketplace hits half a billion dollars in real estate sales.  The company acquires Thornhill Securities, Inc., a licensed broker-dealer, and registered investment advisor.

2021

Company Expansion
Realized expands the number of Sponsors to 42 and formalizes the account management team, allowing for annual portfolio reviews and ongoing client support.

2022

Quantified Risk
Realized launched "Confidence Scores", an objective way to allow advisors to compare multiple types of DSTs against each other using a statistical scale, based on 3rd party data, which helps predict the DST's likelihood to meet the cashflow projections of the sponsor.

2023

Investment Properties in a Fee-Based Wrapper
For the first time ever DSTs are available on a Fee Bases. This launch, which includes valuation and billing, allows fiduciary advisors to use and manage DSTs in the same way they do their client's other assets.

* Listed accomplishments prior to 2016 achieved by Realized executives at prior firms. Realized is not a DST sponsor.

Flexible Services and Pricing

Realized is passionate about helping fiduciaries better serve their client’s real estate wealth and being compensated for the value they add. That’s why we’ve created a fee-based offering to facilitate both your fee and ours.

We have partnered with a Big 4 accounting firm to provide ongoing fair value assessments of the securities in client portfolios. We provide you quarterly invoices by client reflecting valuation, Realized’s sub-advisory fee, and your advisory fee. We can also supply the data you need to align with your billing process.  

Differentiate Your Practice

By helping investors defer large capital gains obligations, you can offer a strategy may not be presented by many other advisors. This may help you stand out in a crowded market while helping to attract and retain high-net-worth clients.

Increase Wallet Share

For many high-net-worth families, investment real estate holdings comprise a significant portion of their wealth. Unlocking wealth trapped in investment properties can bring assets currently outside your purview under advisement. 

1. Not all assets are eligible for capital gains in all circumstances. Consult a tax professional.

2. Diversification does not guarantee a profit or protect against loss in a declining market. It is a method used to help manage investment risk.

3. As of 12/31/22

SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.

© 2023 Realized Holdings, Inc.

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