Realized 1031 Blog

Real Estate Return Objectives & Investment Constraints, Part 2

Posted by Drew Reynolds on Jul 20, 2018

Real Estate Return Objectives & Investment Constraints, Part 2

As we discussed in a previous blog, understanding of personal return objectives and investment constraints is often overlooked in real estate investing, although the same principles should apply as with any financial investment. In that blog, we focused on return objectives, what they are, and how they might impact your decision-making when it comes to investments. Also discussed was risk tolerance, which, when paired with return objectives, are used to determine the best investment “fit” for an investor.

Read More

0 Comments Click here to read/write comments

Topics: Real Estate Investing, Replacement Property Interests

The Evolution of the Retail Asset Class, Part 2

Posted by Colton Hoisager on Jul 11, 2018

The Evolution of the Retail Asset Class, Part 2

As we mentioned in Part 1 of this series, e-commerce is changing the way we do business. From the way we communicate to the way we transfer products and services, these changes have a dramatic impact on the real estate industry, especially affecting the productivity and value of retail property types. Although one may believe that this particular sector of real estate is stable, looking to increasing values since the Great Recession, a recent shift in returns has shown evidence of a distressed market, that has been significantly impacted by how the sector has been conducting business, and how consumers are reacting.

Read More

0 Comments Click here to read/write comments

Topics: Real Estate Investing

Real Estate Investing Return Objectives & Investment Constraints, Part I

Posted by Drew Reynolds on Jul 6, 2018

Real Estate Investing Return Objectives & Investment Constraints, Part I

If you’ve ever met with a financial advisor to discuss your investment portfolio, you’ve likely heard the terms “return objectives and investment constraints”. This seems fairly straightforward. You certainly want to know what kind of returns you might receive from certain types of investments. And, it’s a good idea to understand what might be standing in the way of those returns.

Read More

0 Comments Click here to read/write comments

Topics: 1031 Exchange, Real Estate Investing

Six Strategies For A Smooth 1031 Exchange

Posted by Drew Reynolds on Jun 19, 2018

Six Strategies For A Smooth 1031 Exchange

In a previous blog, we noted that 1031 Exchange rules can be challenging. That article focused on three Internal Revenue Service (IRS) rules when it came to identifying the replacement property or properties for a successful exchange.

Read More

0 Comments Click here to read/write comments

Topics: 1031 Exchange, 1031 Exchange Process

Digging Down Deep Into Real Estate Debt

Posted by Clay Schmidt on Jun 5, 2018

Digging Down Deep Into Real Estate Debt

When it comes to a commercial property acquisition, the typical investor generally spends time performing due diligence. He or she will study the property’s tenants, net operating income, age, location and other information, to make the best investment decision possible.

Read More

0 Comments Click here to read/write comments

Topics: Real Estate Investing

Advantages of a Delaware Statutory Trust (DST)

Posted by David Wieland on May 22, 2018

Advantages of a Delaware Statutory Trust (DST)

About a year ago, we published an article titled “Disadvantages of Delaware Statutory Trust (DST) 1031 Exchange Replacement Properties” and it quickly became one of our most read articles. In fact, it remains our most popular article today. I worry that readers of that article might think “Why would I even keep reading about DSTs?”

Read More

0 Comments Click here to read/write comments

Topics: 1031 Replacement Properties, Delaware Statutory Trusts (DST), Replacement Property Interests

“Secondary Sales” of Private Securities (And Tokens) in Crowdfunding

Posted by The Realized Team on May 15, 2018

“Secondary Sales” of Private Securities (And Tokens) in Crowdfunding

Realized is fortunate to have Mark Roderick as its guest contributor for this week’s blog. Mark is a well-respected, securities attorney with Flaster/Greenberg. He is also one of the thought leaders in the United States on crowdfunding, and the author of the Crowdfunding Attorney Blog.

Read More

0 Comments Click here to read/write comments

Where Are You Taking Your Risk?

Posted by Drew Reynolds on Apr 30, 2018

Where Are You Taking Your Risk?

There is no surprise that real estate investing stands as an attractive opportunity for individuals trying to grow their wealth. Real estate investments cater to diversification¹, while allowing for the potential of steady risk-adjusted returns backed by real property. These potential returns that investors look for don’t exist without the onset of a degree of risk, however, making these kind of investments not all rainbows and butterflies - some investment objectives may vary. Whether it derives itself from the market, tenant, or even financing of the property, risk is assumed in a variety of ways and differs property type to property type.

Read More

0 Comments Click here to read/write comments

Topics: 1031 Exchange, Real Estate Investing, 1031 Exchange Basics

The Evolution of the Retail Asset Class

Posted by The Realized Team on Apr 13, 2018

The Evolution of the Retail Asset Class

The retail industry is all around us. Whether it is helping us put food on the table, clothes on our backs, or delivering us a common product, we rely on retail to provide us with what we need, when we need it. From local shopping centers to regional malls, retail properties are characterized by having the sole purpose of selling and delivering consumer goods and services. Although in a growing technological world where e-commerce has established itself as a threat to the retail industry, online retailers have still been establishing themselves in physical stores, only increasing the presence of the retail sector in commercial real estate. Offering both unique investment structures and the potential for higher than average risk-adjusted returns, retail has established itself as an attractive opportunity for real estate investors.

Read More

0 Comments Click here to read/write comments

Student Housing: From Ramshackle Digs To Viable Investment

Posted by David Wieland on Apr 6, 2018

Student Housing: From Ramshackle Digs To Viable Investment

What is the first thing that comes to mind with the words “off-campus student housing?”

Read More

0 Comments Click here to read/write comments

Topics: 1031 Exchange, Real Estate Investing, 1031 Advanced Topics

Securities Disclosure

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, LLC (“Realized”). Equity securities offered on this website are offered exclusively through WealthForge Securities, LLC, a registered broker/dealer and member of FINRA/SIPC("WealthForge"). WealthForge and Realized are not affiliated. WealthForge generally invoices the issuers and/or companies sponsoring real estate projects listed on the Realized1031.com marketplace for WealthForge's execution of the securities offering and other services; Affiliates of Realized are separately paid by WealthForge for use of Realized's technology, reporting, communications, and administrative services; and several officers and employees of Realized or its affiliates are registered representatives of WealthForge and may be compensated in such capacity. Thus, each of Realized, and those of its officers and employees that are registered representatives of WealthForge, will realize compensation through WealthForge as a result of any equity transaction. By accessing this website and any pages thereof (including any pages accessed by or through the website), you agree to be bound by our Terms of Service and Privacy Policy. Realized1031.com is intended only for accredited investors (for persons residing in the U.S.), and for non-U.S. persons residing abroad in jurisdictions where securities registration exemptions apply.

Realized does not make investment recommendations, and no communication through this website or in any other medium should be construed as investment advice, nor does it make any recommendations regarding the appropriateness of particular opportunities for any investor. Realized does not provide tax or legal advice and no communication through this website or in any other medium should be construed as tax or legal advice. All prospective investors must certify that they are accredited investors, suitable for this type of illiquid investment, and must acknowledge that they have received and read all investment terms and conditions. Many investment opportunities posted on this website are “private placements” of securities made pursuant to an exemption from registration and have not been registered with Securities and Exchange Commission (“SEC”) or any state securities regulator. Securities offered on this website are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Securities offered on this website are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Realized, WealthForge or their respective affiliates, and MAY lose value. Realized makes no representations or warranties as to the suitability of any investment opportunity posted on this website as eligible like-kind property in connection with tax deferred exchanges under IRC §1031. Neither the SEC nor any federal or state securities commission or regulatory authority has recommended or approved any investment opportunity presented on the website or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

Any financial projections or pro-forma returns shown on the website are illustrative examples only, and there can be no assurance that any such projections or valuations provided are accurate or in agreement with market or industry valuations. Any investment representation or information contained herein has been secured from sources Realized believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Fluctuations in the value of the assets that are the subject of any investment are to be expected. Tenant vacancies, competition from similar properties, or potential environmental conditions at the property may negatively impact rents and cash flows. Additional risks exist due to a variety of factors, including, but not limited to, leverage, market risks, business risks, management, adverse tax consequences, and such other risks more particularly described in the related offering materials. There is a potential for loss of part or ALL of the investment capital, and each investor should understand that all capital invested may be lost. Investors should only consider these investments if they have no need for liquidity and can bear the risk of losing their entire investment. Check the background of this firm on FINRA's BrokerCheck.

*Past performance is not indicative of future performance.