An End-to-End Fiduciary Solution for RIAs, Trust Companies, Banks and Broker-Dealers

Realized provides financial advisors with a broad range of tax-advantaged alternative real estate investment strategies, such as DSTs, QOZs and other investment vehicles, to streamline their alternative investment experience and help advisors meet diverse client needs and risk profiles.

Discover how Realized® can help you and your clients.

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Portfolio Development

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Enhanced Up-Front and On-Going Due Diligence 

Realized conducts comprehensive, unbiased reviews of potential investments, including sponsor history, real estate quality, deal structures, and securities compliance. The Platform provides detailed reports, allowing advisors and investors to easily compare deals and sponsors without conflicts of interest. Realized helps satisfy regulatory requirements for ongoing due diligence. The Platform utilizes cutting-edge technology for risk analysis and thorough due diligence for the life of an investment. It simplifies reporting, streamlines compliance, cuts review times, minimizes disruptions, removes the need for additional staffing.

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Realized Confidence Score® 

Objective, statistical risk quantification has been missing for real estate and DSTs until now. The Platform's risk algorithm, utilizing the Realized Confidence Score®, helps to provide a straightforward, objective evaluation of deals based on their potential risk-adjusted returns. It gives advisors peace of mind when recommending DST solutions to their clients.

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Liquidity Management

Our FINRA- and SEC-reviewed Alternative Trading System secondary market offers potential liquidity for DST investments, providing investors, advisors, and sponsors with flexible exit strategies to handle portfolio adjustments and life events —one of the most common challenges with DSTs.

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Portfolio Construction

The Realized Platform helps integrate real estate into traditional wealth management. Advisors can utilize goals-based portfolios aligned with common investor objectives, or create customized portfolios for unique needs. Our proprietary models account for 1031 exchange requirements, investment goals, and risk tolerance, optimizing outcomes after taxes while considering each investment’s financial structure. The Realized Diversification Score™️ measures the diversification of a portfolio by analyzing factors such as rent correlations and historical market trends.

Execution Services

Transaction Processing with Embedded Qualified Intermediary (QI) Services

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The Platform technology reduces closing times by up to 50%.  The seamless QI integration lowers closing costs, minimizes errors, and provides transparency into the flow of funds.

Realized Exchange Services

Mark-to-Market on DSTs

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Through a partnership with a Big Four accounting firm, Realized provides quarterly valuations on DSTs, offering AUM-based advisors the transparency they need to enhance credibility and investor trust.

What is Mark-to-Market?

Asset Management

Client and Advisor Portals

The Realized Client Portal provides a consolidated view of an investor’s portfolio, while the Advisor Portal gives senior executives and CCOs access to their firm’s book of DST business. Individual advisors have visibility into their book of business.
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Consolidated Reporting and Billing

The Platform’s Client Portal offers consolidated, standardized reporting across all sponsors and DSTs and will soon be seamlessly integrated with financial reporting packages like Black Diamond® and Orion Advisor Solutions®.
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Ongoing Portfolio Monitoring

The Realized Platform enables investors and advisors to monitor portfolio returns and risk through data visualization and predictive modeling, offering clear insights for informed decision-making.
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Compliance and Regulatory Support

Compliance and “Firm Portal” Supervisory Oversight

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Through Realized Financial, we remove huge hurdles for RIA(s) and Broker-Dealers, allowing those on the Platform to focus on building and managing their practice while relying on the tools, technology, due diligence, research analysis, back office operational support and maintenance of books and records. 

Flexible, Compliant Fee Structures

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We adapt to your client’s needs, offering a variety of compensation models—from AUM-based fees to upfront financial planning charges or traditional commissions—ensuring flexibility for all parties.

Guided Learning

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The Platform offers objective, high-quality videos, interactive tools, white-labeled or co-branded content, and educational resources to educate advisors and clients on the concepts, opportunities, and risks of 1031 DST investments, reducing the time spent on investor and advisor education.

A pioneer in the syndicated real estate industry

Founded in 2015, Realized® supports over 10,000 advisers and processed more than $1 billion in end-client assets.

DST Pioneer

2005

Sponsors the second-ever 1031 DST offering. Also pioneered CMBS financing and sponsored the first-ever multi-property DST.

DST Innovation

2006

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.

Realized Holdings founded

2015

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

Online Marketplace

2016

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

IPWM™ Launches

2019

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

Acquisition of Thornhill Securities, Inc.

2020

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

Company Expansion

2021

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

Quantified Risk

2022

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 predictably determine the DST's likelihood to meet the cashflow of the sponsor PPM forecasts.

Fee-Based Investment Properties  

2023

For the first time, Realized offers DSTs on a fee basis. 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 2015 achieved by co-founders at previous firms prior to formation of Realized Holdings, Inc., which is not a DST sponsor.

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.

© 2025 Realized Holdings, Inc.

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